Guggenheim Investments · 7 hours ago
Middle Office Loan Closer, Vice President
New York, NY
Full-time
Onsite
Mid, Senior Level
$145K/yr - $150K/yr
7+ years expGuggenheim Investments is seeking a Vice President to join the Loan Services closing team. This role involves overseeing a team responsible for syndicated loan closing functions and requires close interaction with various parties including traders and client service support.
FinanceFinancial ServicesVenture Capital
No H1B
Responsibilities
Oversee a team in the Middle Office primarily responsible for syndicated loan closing functions
Work directly with the deal team to monitor deal pipeline for anticipated loan settlements
Serve as a primary point of contact for coordinating the closing of time-sensitive direct loan investments
Coordinate the communication of cash needs to PM teams, and FX desk for non-USD settlements
Closely interact with various parties such as agent banks, counterparties, PMs, traders, and analysts
Support time sensitive urgent requests/inquiries from the Front Office, Client Service Support team pertaining to transfers, new accounts and closing processes, etc
Identify and escalate issues to the front office bank loan trading assistants/traders, in-house legal counsel and management, when necessary and track and report these issues through appropriate workflow tools
Support projects focused on tightening control gaps for daily processes and to improve scale and efficiencies
Manage loan amendment workflow, to include tracking and submission and ensure votes are executed in a timely and accurate manner
Review and understand LSTA standard documents and other legal documents including Trade Confirms, Assignment Agreements, Proceeds letters, Participation agreements, Cash collateral agreements and Multilateral Agreements
Review and understand Credit Agreements, specifically assignability language
Create, understand and present metrics reporting for trading, portfolio management and operations
Prepare monthly/weekly reporting to senior management for open trades and trading metrics
Responsible for closing both par and distressed bank loan trades
Qualification
Required
BA/BS in Business Administration / Finance concentration preferred
Minimum of 5 years of hands-on experience in CLO or leveraged loan operations within an investment management firm
A minimum of 7 years of experience in investment operations
Experience with ClearPar or WSO or similar platforms
Experience managing operations professionals
High competence level with Microsoft Office
Preferred
5-8 years of bank loan-related experience
Knowledge of Wall Street Office, Aladdin, and Bloomberg
Loan closing experience
Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment
Company
Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Anne Walsh
Chief Investment Officer of Guggenheim Partners Investment Management
R
Robert Zable
Global Head of CLOs and Liquid Loans at Guggenheim Investments
Recent News
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