The Mom Project · 4 days ago
Bank Loan Analyst (Hybrid - Downers Grove, IL)
The Mom Project is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They are seeking a Bank Loan Analyst to provide support to the portfolio management and investment team, focusing on reporting, trade support, and settlement efforts.
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Responsibilities
Produce various scheduled reporting deliverables for internal stakeholders, including Investment, Reporting, and Legal & Compliance teams
Collaborate with team members to deliver top-tier service to internal and external clients and service providers
Support traders by ensuring all trading activity is entered accurately and in a timely manner to support investment products
Assist the trade closing team in coordinating and facilitating settlement efforts
Liaise with traders, trade counterparties, and agent banks to support settlement workflows
Support data quality and integrity of critical business information
Perform data mining from internal and external sources and analyze data for Bank Loan clients
Qualification
Required
Bachelor's degree required (Finance/Accounting or related business degree preferred)
Strong attention to detail with high commitment to accuracy
Strong quantitative and qualitative analytical skills
Ability to analyze data and present insights clearly and effectively
Proficiency in Microsoft Office, including Excel, Access, and Word
Strong teamwork and collaboration skills
Ability to work independently and follow through on projects
Self-motivated with the ability to multitask and complete assigned tasks on time
Open-minded and flexible with the ability to consider others' perspectives
Excellent verbal and written communication skills with strong interpersonal ability
Preferred
2+ years of relevant work experience preferred
Familiarity with bonds and bond settlements preferred
Solid understanding of the security/loan market (LMA) and fund operations preferred
Experience in reporting and/or product oversight preferred
Experience in investment management preferred
Working knowledge of S&P Wall Street Office and/or Allvue-Everest preferred
Benefits
Medical
Dental
Vision
401k
Company
The Mom Project
The Mom Project is a digital talent marketplace helping women remain active in the workforce.
Funding
Current Stage
Growth StageTotal Funding
$115.6MKey Investors
Leeds Illuminate7GC & CoAtlanta Seed Company
2021-10-06Series C· $80M
2020-07-01Series B· $25M
2018-12-17Series A· $8M
Recent News
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