[ref. h68791304] Financial Client Services

apartmentHireTalent placeAndover calendar_month9/26/24

Title: Specialist Financial Client Services
Location: Andover, MA 01810 (Hybrid - 2 days onsite)

Duration: 12 Months

Position Summary:

The goal of a Middle Office Specialist is to oversee Trade Settlement client relationships.
Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given.

The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.

Duties and accountabilities:

Oversee client portfolio(s)/Agency trades in our loan Trade Closing outsourcing services
Proactively manage and effectively communicate with internal and external clients

Manage counterparty's expectations to receive and review primary/secondary par and distressed trade documentation

Coordinate trade closings among clients, counterparties, and agents may include coordination with legal counsel for distressed and/or participations

Review trade documents, including trade confirm, assignment agreements, and funding memos for discrepancies prior to settlement including using third-party systems

Manage outstanding trades and maintain comments per client expectation

Deliver closing packets to custodians and clients before the stated deadlines Education and experience: Knowledge of par and distressed loans and the documentation

Knowledge of trade fee calculations
Ability to read and interpret credit agreements
Experience with daily loan transactions

Exposure to ClearPar/VTS/Markit WSO systems a plus

Education and experience:

BA or BS BA / BS or equivalent work experience in the financial field Commercial awareness

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