Operations Analyst - Leading Investment Firm

Career Group; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A well-known investment firm is seeking a Credit Loan Middle Office Analyst to provide essential operational support for syndicated loan transactions. The role involves collaborating with stakeholders to manage trade processing efficiently. Candidates must have a relevant degree, with internship or some experience in finance, and possess strong communication and organizational skills. The position offers potential for conversion or extension based on performance.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or business is required.
• 1-2 years of relevant work experience or internship experience in finance is required.

Responsibilities

• Assist with operational processes related to syndicated loan transactions.
• Engage with clients to address inquiries and resolve exceptions.
• Ensure accuracy in trade processing while adhering to efficiency standards.

Skills

Strong communication abilities

Team player with initiative

Excellent organizational skills

Problem-solving skills

Familiarity with Microsoft Office

Track record of accuracy

Education

Bachelor’s degree in finance, economics, accounting, or business

Master’s degree (preferred)

Tools

Microsoft Excel

Microsoft Word

Adobe

Job description

A well-known Investment firm is seeking a Credit Loan Middle Office Analyst to join their team on a Contract Capacity. This role involves providing essential operational support for the settlement of syndicated loan transactions and collaborating with various stakeholders to effectively manage the trade processing life cycle.

Potential for conversion / extension depending on performance.

Key Responsibilities

• Assist with the operational processes related to primary and secondary syndicated loan transactions.
• Engage with clients and team members to address inquiries and resolve exceptions throughout the trade lifecycle.
• Ensure accuracy in trade processing while adhering to operational efficiency standards.

Qualifications

• Education: Bachelor’s degree in finance, economics, accounting, or business is required; a Master’s degree is preferred.
• Experience: Candidates should have internship experience in finance or 1-2 years of relevant work experience.

Skills

• Strong communication abilities, capable of engaging effectively across various business disciplines.
• Highly motivated team player with strong personal initiative.
• Excellent organizational skills and attention to detail.
• Proficient problem‑solving skills, with the capacity to analyze issues and provide clear explanations.
• Familiarity with Microsoft Office applications (Excel, Word) and Adobe.
• Demonstrated track record of accuracy and meeting deadlines in a fast-paced work environment.

Please submit your resume for immediate consideration.