Mid-Level
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Job Description: This job is responsible for providing analytical support in a Global Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.
Ops Professional Markets provides hands-on operational leadership and execution support across Global Markets Loan Operations, serving as a senior subject matter resource for assigned processes. The role focuses on driving high-quality, timely execution, supporting complex and escalated issues, and ensuring adherence to established procedures, risk controls, and regulatory requirements.
Confirms loan documentation for accurate trade settlements
Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups
Manages post-trade management and logistics, settlement pricing, and closing coordination
Analyzes and resolves highly complex operational problems
Supports ad-hoc projects for new processes or industry initiatives
Processes loans end-to-end with accurate data input into various credit and operating systems
• Provide Team Support and oversight for daily operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met
• Coordinate team workload, prioritize tasks, and support resolution of complex, escalated, and client-impacting issues
Serve as the primary liaison between the business and Technology, supporting system usage, issue resolution, and platform enhancements
Manage heavy external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support
Support new client onboarding to the platform, including education, readiness, and transition to steady-state operations
Partner with external clients to drive adoption and utilization of new system features and capabilities
Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort
Generate system enhancement ideas and partner with Technology through development, testing, and implementation
Participate in and support business continuity testing and resiliency exercises for supported platforms and processes
Work closely with business partners to design and evolve the optimal operational model to support new products, structures, and initiatives
Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards
Identify process gaps, operational risks, and inefficiencies; recommend and support implementation of process improvements
Partner with cross-functional teams (Technology, Compliance, Audit, Risk, and Finance) to support audits, testing initiatives, and control assessments
Promote collaboration, knowledge sharing, and continuous improvement within the team
Bachelor’s degree or 2 plus years of lending or loans experience
Strong understanding of operational processes within a financial services or regulated environment
Demonstrated ability to lead work efforts, coordinate tasks, and support team execution in a fast paced environment
Advanced proficiency in Microsoft Office applications, particularly Excel (e.g., formulas, pivot tables, data analysis)
Strong analytical, organizational, and problem solving skills with high attention to detail
Excellent verbal and written communication skills, with the ability to interact effectively across all levels of the organization
Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure
Risk minded approach with the ability to identify issues, apply controls, and escalate appropriately
Client focused mindset with confidence in supporting client facing interactions when required
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Attention to Detail
Critical Thinking
Data Collection and Entry
Recording/Organizing Information
Research
Fraud Management
Interpret Relevant Laws, Rules, and Regulations
Problem Solving
Quality Assurance
Risk Management
Adaptability
Customer and Client Focus
Prioritization
Result Orientation
Written Communications
Shift: 1st shift (United States of America)
Hours Per Week: 40
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