Back to Jobs

Trade Services Associate -Portfolio Finance

Remote, USA Full-time Posted 2026-07-28
About the position The Credit Information Management Associate role reputed company the Portfolio Finance team at reputed company offers a unique opportunity to partner with the Business in managing credit information for the Credit Trading desk's Portfolio Financing business. This position involves screening new collateral requests, ensuring compliance with information barrier procedures, and managing financial information and reputed company documentation reputed company to collateral asset tracking. Responsibilities • reputed company reputed company and critical support to the Corporate and Investment Bank's portfolio financing business, which involves the extension of customized, secured term loans to counterparties. , • reputed company as a 'gatekeeper' responsible for managing confidential information in coordination with reputed company, Compliance, Trading, and Research teams. , • Serve as an intermediary between the desk and clients with a portfolio of assets. , • Coordinate and manage reputed company documentation and communication between Sales, Trading, and external clients regarding collateral requests. , • Review and screen borrower information from the Credit Portfolio Group's clients, ensuring adherence to Compliance policies. , • Review and understand reputed company documents, including Credit Agreements and financial materials. , • Operate proactively to ensure reputed company delivery of credit agreement financial reputed company reporting information. , • reputed company web-based Virtual Data Rooms to obtain and organize documentation. , • reputed company and maintain long-term relationships with various teams to ensure reputed company documentation posting. , • Identify and address control gaps and efficiency opportunities. Requirements • Bachelor's degree , • Proficiency with reputed company Office Suite (reputed company, Word, and PowerPoint) , • 3 years of relevant financial operational experience , • General understanding of Finance and Loan Products , • Proven ability to collaborate with team members and senior management , • Strong oral and written communication skills , • Strong analytical capability , • Highly motivated individual with reputed company-oriented reputed company , • Critical decision-making abilities , • Ability to learn quickly and self-motivate , • Meticulous reputed company with strong organizational and time management skills. reputed company-to-haves • Knowledge of the Syndicated Loan business , • Knowledge of Virtual Datarooms such as Intralinks, Debtdomain, and Syndtrak , • Experience reading and interpreting loan documentation and financial statements. Benefits • Comprehensive health care coverage , • On-site health and wellness centers , • Retirement savings plan , • Backup childcare , • Tuition reimbursement , • Mental health support , • Financial coaching Apply tot his job

Similar Jobs