Syndicated Loan Agency Operations – Analyst

Career Group; Dallas (TX); On-site; USD 26,000 - 37,000; Part time

Job summary

Career Group is seeking an operations professional to join the Administrative Agent team handling syndicated bank loans and related administrative functions in Dallas. You’ll work with middle office, front office, servicing, technology, legal, and compliance to support risk and operational processes.

You will review documents, coordinate lender communications, and ensure timely notices while maintaining regulatory compliance in a high‑risk environment.

Qualifications

• Analytical, self-motivated and detail-oriented with strong data processing skills.
• Able to work in a high-risk environment while meeting challenging deadlines.
• Clear communicator across end users, managers, and stakeholders.

Responsibilities

• Review Credit Agreements and other deal documents to support the firm's obligations as Administrative Agent.
• Manage and coordinate lender email queries with timely, accurate, professional communication between borrowers and syndicate lenders.
• Facilitate accurate, timely delivery of administrative notices (interest rate resets, rollovers, payment notices).
• Collect lender tax documentation (W-8/W-9) to ensure regulatory and institutional compliance.
• Perform reconciliations and confirmations of syndicated loan positions across stakeholder groups.
• Own and resolve complex inquiries, balancing risk with opportunity.
• Identify operational risks and recommend process improvements.

Skills

Analytical

Self-motivated

Detail-oriented

Data processing

High-risk environment

Clear communication

Education

Bachelor's or Master's degree in Computer Science, Statistics, Math, or Engineering

Job description

Join the Operations team of a leading global investment bank and broaden your technical understanding of Syndicated Bank Loans and Administrative Agency functions. You'll gain hands‑on exposure to the firm's risk exposure and operational processes tied to syndicated loan administration, notice delivery, and lender position management as the Administrative Agent — while partnering across middle office, front office desks, servicing teams, technology, legal, and compliance.

Operations sits at the core of the firm: every trade, every transaction, every new product launched relies on Operations to keep the business moving — and to manage the risk and controls that protect the firm's reputation along the way.

What You'll Do:

• Review Credit Agreements and other deal documents to support the firm's obligations as Administrative Agent
• Manage and coordinate lender email queries with timely, accurate, professional communication between borrowers and syndicate lenders
• Facilitate accurate, timely delivery of administrative notices (interest rate resets, rollovers, payment notices)
• Collect lender tax documentation (W-8/W-9) to ensure regulatory and institutional compliance
• Perform reconciliations and confirmations of syndicated loan positions across stakeholder groups
• Own and resolve complex inquiries, balancing risk with opportunity
• Identify operational risks and recommend process improvements

Basic Qualifications

• Analytical, self-motivated, and detail-oriented with strong data processing skills
• Able to work in a high-risk environment while meeting challenging deadlines
• Clear communicator across end users, managers, and stakeholders

Preferred Qualifications

• Bachelor's or Master's degree in Computer Science, Statistics, Math, or Engineering
• Experience in Banking or Financial Markets
• Experience gathering and documenting requirements with full testing traceability

Details

• Location: Downtown Dallas, TX (on‑site)
• Contract Length: 6 months, with strong potential to convert to permanent
• Start Date: ASAP
• Pay: $23/hr