Analyst - Loans and Derivatives

Our client a well known Financial Services Company is seeking a Analyst - Loan and Derivatives in their Dallas, Texas Location

Responsibilities:

• Manage multiple client requests, while ensuring timely completion of all deliverables.
• Evaluate scope of work/project plans and provide recommendations for process enhancements and improvements.
• Manage relationships with cross-functional teams and third-party vendors.
• Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered.
• Identify and resolve gaps in processes and project execution.
• Foster long-term relationships with existing clients, key business partners and other stakeholders.
• Interpret financial and legal entity documentation from various domains and diverse sources.
• Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements.
• Navigate new requirements with clients to strategize and implement new workflows and processes.

What We’re Looking For:

• 1-3 years of proven experience in a regulatory related field with previous process management experience.
• Exposure to the derivatives trading (preferred).
• Familiarity with KYC constitutional documents including onboarding
• Ability to handle pressure and manage conflicting priorities.
• Excellent analytical, project management and problem-solving skills.
• Strong communication skills with exceptional presentation expertise.
• Basic understanding of financial services firms and investment management operations.
• Strong attention to detail and organizational skills with a focus on quality and process.
• Must be able to work collaboratively with team members, both senior and junior.
• Proficient in Microsoft Office Suite. Strong proficiency in Excel preferred.