Highlights
Communicate with portfolio management, investment operations, internal stakeholders, vendors, custody banks, and agents to resolve questions and maintain alignment. Strong proficiency with investment reporting and analytical tools and databases, including Bloomberg or similar trade order management or investment accounting systems.
Numbers & Facts
| Location | Farmington, Connecticut |
| Industry | Staffing/Employment Agencies |
| Salary | $50–$55 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1985 |
| Website | http://www.tandymgroup.com |
Description
An investment management firm is seeking a Senior Bank Loan Specialist for a remote role based in Connecticut. This position focuses on syndicated bank loan operations, controls oversight, and cross-functional coordination within an institutional investment environment.
About the Opportunity:
- Shift: Day shift
- Schedule: Monday through Friday
- Hours: 8:30 AM to 5:00 PM or 5:30 PM
- Setting: Remote
Responsibilities:
- Oversee syndicated bank loan operations to ensure activity is processed accurately and on time across relevant systems.
- Review controls, investigate issues, and help maintain accurate positions, transactions, cash balances, performance, and accounting records.
- Provide oversight of reconciliation work by reviewing breaks, comments, and issue resolution progress.
- Communicate with portfolio management, investment operations, internal stakeholders, vendors, custody banks, and agents to resolve questions and maintain alignment.
- Support additional operational responsibilities across multiple asset classes as needed.
- Qualifications:
- At least 5 years of experience working with bank loans from an operational perspective.
- Bachelor's degree in Finance, Accounting, or equivalent work experience
- Strong proficiency with investment reporting and analytical tools and databases, including Bloomberg or similar trade order management or investment accounting systems
- Strong skills in Excel, Word, and PowerPoint
- Excellent written and verbal communication skills
- Demonstrated attention to detail, analytical ability, multitasking skills, and the ability to work independently and in a team environment
Desired Skills:
- MBA
- Experience with syndicated loans and other investments
- Familiarity with loan-based software
- Knowledge of LSTA standard documentation and terms
- Understanding of the trade lifecycle and broadly syndicated loan processes
- Advanced Excel skills, including VBA and automation
- Experience with Power BI, Power Query, SQL, Visio, Lucidchart, or Miro
- Experience supporting a trading business
- Interest in using AI tools
About Company
At Tandym Group (formerly The Execu|Search Group), we’re committed to connecting talented people like you with leading companies. With our personalized approach, you’ll never feel like just a resume when you work with us. We know that every job—and every job seeker—is different, which is why we keep the focus on you and your goals. This philosophy has allowed us to help thousands of people find career success over the last three decades, and we’re here to help you do the same.
With our extensive network of companies and full suite of direct hire recruitment and contract staffing services, you’ll have access to a variety of roles. We match talent with highly curated opportunities across healthcare, professional services, tech, and life sciences—but it goes far beyond that.
When you partner with us, we’re all in. Your goals become our goals, and we are committed to helping you reach your highest potential. From matching you with your dream role to providing resume guidance and interview prep, we’re here for the entire journey. In the constantly changing world of work, you can count on us to be by your side.
With our extensive network of companies and full suite of direct hire recruitment and contract staffing services, you’ll have access to a variety of roles. We match talent with highly curated opportunities across healthcare, professional services, tech, and life sciences—but it goes far beyond that.
When you partner with us, we’re all in. Your goals become our goals, and we are committed to helping you reach your highest potential. From matching you with your dream role to providing resume guidance and interview prep, we’re here for the entire journey. In the constantly changing world of work, you can count on us to be by your side.
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