Job Description

Loan Service Associate
Job Number: 21-02993
Eclaro is currently recruiting for a Loan Service Associate for one of our financial services client in Princeton, NJ. This position is a direct hire with the client.

Eclaro’s client is a highly regarded investment services company that delivers investment management services including broker/dealer, banking, trust and insurance services. As a member of this team you will be working in a fast-paced agile development environment using the latest technologies to deliver quality solutions. If you’re up to the challenge, then take a chance at this rewarding opportunity!

  • Demonstrate product and functional knowledge of the loan and fixed income markets in order to communicate with the business and trading counterparties.
  • Help lead the settlement process of loan syndications, secondary loan trades, direct lending including funding and documentation matters.
  • Research and resolve any discrepancies regarding cash payments.
  • Gain understanding of all applicable portfolios and deal related documentation to ensure controls and adherence to guidelines.
  • Collaborate closely with Administrative Agents, Borrowers and Legal with regards to KYC documentation, including administrative details, tax and fund formation documents.
  • Understand the maintenance and distribution of loan documentation including private and public amendments/ restructures and voting requirements with settled and trade date positions.
  • Preferably 5-9 years' experience in asset management/fund industry including the leveraged loan market.
  • Proficiency of vendor systems including, but not limited to, Wall Street Office, Advent Geneva and ClearPar.
  • Familiarity with the investment management industry (experience with credit strategies, private and registered funds, separate accounts and various types of investors preferred).
  • Excellent communication and client service skills.
  • Proficient in a high pace environment with large volume and high-risk transactions with a low tolerance for error.
  • Works independently or in a team environment and actively seek additional responsibilities..
  • Highly proficient in Excel; knowledge of WSO and Advent Geneva a plus
  • Outstanding academic achievement, broad based work experience, and demonstrated leadership experience.
  • Financial degree required.
If interested, you may contact:
Tony Clariza
Tony Clariza | LinkedIn

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. 

Application Instructions

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