What are the responsibilities and job description for the Middle Office Analyst position at Northbound Executive Search?
We are partnering with a leading financial services firm seeking a Middle Office Syndicated Loan Analyst to support the day-to-day management of syndicated loan transactions across the trade lifecycle. This role will work closely with Front Office, Operations, Agents, and counterparties to support loan settlements, trade processing, and ongoing portfolio activity.
Responsibilities:
- Support the lifecycle management of syndicated and leveraged loan transactions, including trade capture, settlements, and post-trade processing
- Process and monitor loan events including paydowns, rate resets, rollovers, delayed draws, and principal/interest payments
- Coordinate trade settlements and resolve exceptions with counterparties, agents, custodians, and internal teams
- Review and reconcile trade economics, cash movements, and position breaks
- Support loan onboarding and maintenance in systems such as Loan IQ and/or ClearPar
- Monitor settlement timelines and work to reduce fails and operational risk
- Partner with Front Office, Credit, Treasury, and Operations on trade support and issue resolution
- Assist with reconciliations, reporting, and ad hoc analysis related to loan positions and activity
- Ensure adherence to internal controls, procedures, and regulatory requirements
Qualifications:
- 1 year of experience in syndicated loan operations, middle office, or loan administration
- Strong understanding of the syndicated loan trade lifecycle
- Experience processing loan events (paydowns, rollovers, delayed draws, etc.)
- Experience with Loan IQ required; ClearPar preferred
- Strong reconciliation and problem-solving skills
- Ability to manage multiple transactions in a fast-paced environment
- Strong Excel skills and attention to detail
- Financial services / investment management / banking background required
Salary : $35 - $40