Senior Bank Loan Closer

Title: Senior Bank Loan Closer

Industry: Financial Services - Investment Management

Location: West LA - Hybrid

Overview: Pacific Executive Search has been engaged on a search for a Senior Bank Loan Closer in West LA. As a Mid-Level/Senior Operations Associate, you would be responsible for managing the trade settlement process for fixed income securities, including syndicated and private debt, and working closely with senior team members to manage the syndicated and private debt portfolios. This role offers the opportunity to gain valuable experience in hedge fund operations, develop strong data analysis and Excel skills, and contribute substantially to trading operations in the Financial Services - Investment Management industry.

You would benefit from the opportunity to take on new responsibilities in monitoring investment portfolios, reviewing and managing the process of new loans, and liaising between various departments to ensure accurate tracking of investments. The location in West LA offers a desirable work environment, and the quality of life at the organization provides a supportive and engaging atmosphere for motivated professionals looking to advance their careers in the financial services industry. This position is an excellent next step for candidates with 5-7 years of experience in accounting, hedge fund administration, valuation, or finance, who are detail-oriented, self-motivated, and interested in pursuing a career in hedge fund operations.

Description:
• *Responsibilities**
• Oversee the settlement process for fixed income securities, focusing on syndicated and private debt
• Monitor trade activity using loan tools and ClearPar
• Manage new loan processes from funding to administration
• Coordinate with various teams to ensure accurate booking details for investments
• Address trade and cash inquiries from service providers and the investment team
• Review daily cash and position reconciliations to maintain accurate balances
• Collaborate with senior team members to handle syndicated and private debt portfolios
• Understand the bank loan closing process and track future investment opportunities
• Communicate with third-party teams to ensure proper booking and processing of deals
• Establish and maintain detailed procedures for deal flow
• *Qualifications**
• Bachelor's degree with a strong academic record
• 5-7 years of experience in accounting, hedge fund administration, valuation, or finance
• Preferably background in High Yield/Credit hedge funds with knowledge of Syndicated and Private Credit
• Strong data analysis and Excel skills
• Excellent written and verbal communication skills
• Proven ability to solve complex issues and manage multifaceted projects

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