Trade Support Specialist – Primary Syndication Review

Step into a pivotal role with our Loan Trading Documentation team, where your expertise will fuel career growth and innovation. Embrace the opportunity to collaborate with industry leaders and enhance your skills in a supportive and forward-thinking environment.

As a Trade Support Specialist on The Loan Trading Documentation Team, you will support specialists within the Loan Trading Documents team. Your primary responsibility is the review, coordination and settlements of Primary assignments. On the loan trading Documentation team within the WLS Middle Office primarily supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses within the Corporate and Investment Bank and is responsible for primary and secondary trade closing support and Third Party Agency Review.

Job responsibilities
• Work with front office, clients, counsel and operations to settle Primary assignments
• Establish and maintain strong working relationships with clients/counterparts
• Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile
• Review LSTA standard documents and other legal documents
• Review Credit Agreements, specifically assignability language
• Identify and escalate issues to the front office, in-house legal counsel and management, when necessary.
• Prepare daily/weekly MIS reporting to track the status of open items and measure risk

Required qualifications, capabilities, and skills
• Bachelor’s degree or equivalent experience
• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
• Familiarity with loan-based software (LoanIQ, ClearPar)
• Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions
• Knowledge of the trade lifecycle and/or experience supporting a trading business
• Familiarity with syndicated loans
• Prior knowledge of loan products or trading operations
• Excellent oral and written communication skills
• Excellent analytical and critical thinking skills
• Ability to work in a fast paced, high pressure environment and prioritize workload efficiently
• Ability to take initiative and self-motivate as well as work as part of a team

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