Trading Services Dataroom Associate
Trading Services Dataroom Associate
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Job Description
Embark on a rewarding career as a Trade Services Associate where your meticulous attention to detail and analytical skills will drive success. Join a dynamic team that values growth collaboration and innovation offering you the opportunity to enhance your career in the financial services industry.
As a Trade Services Associate within the Dataroom Management team you will play a crucial role in managing and delivering confidential syndicated loan information. Your work will ensure compliance with information barriers and support the Credit Portfolio Group Credit Trading Desk and Total Return Swap Desk. You will collaborate with various teams including Portfolio Managers Sales Trading Research Legal and Compliance to maintain the integrity and accuracy of our Virtual Datarooms.
Job responsibilities
- Create and maintain a portfolio of Virtual Datarooms
- Review track and post documents to Virtual DataRoom sites
- Add external clients/counterparties to Secondary Virtual DataRoom sites
- Manage and facilitate Corporate Actions with Trading Desks
- Ensure compliance with Private Material Non-Public Information policies
- Field ad-hoc inquiries from internal and external clients
- Coordinate accuracy of Dataroom sites with various teams
- Develop and maintain relationships with key stakeholders
- Participate in projects to enhance performance and efficiency
- Identify and address control gaps and efficiency opportunities
Required qualifications capabilities and skills
- Bachelors degree
- Proficiency with Microsoft Office Suite (Excel Word and PowerPoint)
- Three years of relevant financial operational experience
- General understanding of Finance and Loan Products
- Highly organized with the ability to manage competing priorities
- Strong communication and leadership skills
- Proven ability to collaborate with team members and senior management
- Critical decision-making abilities
- Meticulous mindset with strong organizational and time management skills
- Ability to learn quickly and demonstrate a strong work ethic
Preferred qualifications capabilities and skills
- Syndicated loan knowledge in trading/corporate actions and loan operations
- Knowledge of Virtual Datarooms such as Syndtrak Debtdomain and Intralinks
- Experience reading and interpreting loan documentation legal documents and financial statements
Required Experience:
IC
Employment Type
Full-Time
