In this role, you'll make an impact in the following ways:
- Execute and oversee daily operational activities across the bank loan trade lifecycle, including trade support, settlement, funding, and lifecycle event processing
- Review transaction details for completeness and accuracy, ensuring proper capture and timely resolution of discrepancies
- Investigate and resolve exceptions related to trade settlements, cash movements, position breaks, and reconciliation items
- Coordinate with internal business partners, investment managers, custodians, trustees, counterparties, and agent banks to resolve operational issues and support seamless transaction processing
- Support the processing of loan lifecycle events, including new issue closings, amendments, paydowns, restructurings, and rate resets, as applicable
- Perform control checks and ensure compliance with established procedures, audit requirements, and risk management standards
- Monitor aged items, high-risk breaks, and pending transactions, escalating issues in a timely and appropriate manner
- Prepare and maintain operational records, reporting, and supporting documentation for internal oversight, audit, and client servicing needs
- Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, strengthen controls, and improve service delivery
- Provide guidance and day-to-day support to less experienced team members, as needed
- Build and maintain effective working relationships across operations, technology, client service, and business teams
To be successful in this role, we're seeking the following:
- Bachelor's degree in finance, business, economics, or a related discipline, or equivalent work experience
- Relevant experience in financial services operations, middle office, bank loan operations, or a related asset servicing function
- Working knowledge of bank loan products, syndicated loans, and associated operational workflows preferred
- Demonstrated ability to analyze issues, identify root causes, and implement effective resolutions
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively
- Effective written and verbal communication skills
- Proficiency in Microsoft Office applications, particularly Excel
- Ability to work independently and collaboratively in a team-oriented environment
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.