Financial Analyst

Job Overview:

The Analyst' responsibilities include tracking pending and settled bank loan trades; provide reports to the clients on a daily, monthly and quarterly basis; and respond to internal party requests in a timely fashion. The incumbent ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity. Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Basic Qualifications

- One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market.

Preferred Skills/Experience

- Thorough knowledge of bank loan operational functions, systems, and procedures.

- Moderate credit agreement interpretation abilities and analytical skills.

- Strong analytical, problem-solving, decision-making, and organizational skills.

- Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment.

- Strong interpersonal, verbal and written communication skills.

- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

- Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred.

Benefits Disclosure:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.