Analyst, Term Loan Operations
Fidelity
Job Description:
The Role
- Performing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.
- Identifying and escalating issues, which could have significant impact on daily operations
- Providing exceptional service to the various business partners
- Participating in future project opportunities and facilitate change in a rapidly developing environment
- Assisting with development and review for new and/or changes to departmental policies and procedures
- Collaborating within team environment to successfully manage daily work volumes and quality standards
The Expertise and Skills you Bring
- 2-5 years of financial services industry experience
- Bachelor's degree preferred, but not required
- Your proficient PC knowledge
- Your excellent interpersonal and communications skills
- Your strong time management skills
- Your ability to handle multiple projects and tasks simultaneously within a tight timeframe
- Your strong analytical skills
- Your solid knowledge of business and industry practices
- Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity
- Your ability to develop solid action plans to resolve daily operational issues/ problems
The Team
As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work periodic overtime and be flexible is encouraged.
Certifications: