Investment Operations Associate
$40 - $45 per hourThe Planet Group
Location: Downers Grove, IL or Houston, TX Schedule: Full-time | Hybrid - 4 days onsite (Mon-Thu) Contract: 11 months Pay Range: $40-$45/hr hour Start: ASAP Job Overview Seeking a Bank Loan Analyst I to support investment and portfolio teams with trade support, reporting, loan settlements, and data analysis. The ideal candidate will have experience in investment operations, securities operations, trade support, or banking. Responsibilities Prepare scheduled reports for investment, compliance, and internal teams. Support traders with accurate and timely trade entry. Assist with loan trade closing and settlement activities. Coordinate with traders, counterparties, and agent banks. Maintain data accuracy and integrity across systems. Perform data analysis and research using internal and external sources. Identify and resolve trade, settlement, and data discrepancies. Qualifications Bachelor's degree required; Finance, Accounting, Business, or Economics preferred. 2+ years of relevant financial services experience. Experience with bank loans, bonds, securities, fixed income, or trade settlements preferred. Strong Excel, analytical, and reporting skills. Excellent attention to detail and communication skills. Ability to multitask and work independently and as part of a team. Investment/asset management experience is a plus. S&P Wall Street Office, Allvue, or Everest experience is a plus. #J-18808-Ljbffr
Vacancy posted 2 days ago
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