Trade support Analyst

BC Forward
Newark, United States of America
yesterday

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Shift work
Languages
English
Experience level
Intermediate
Compensation
$ 67K

Job location

Newark, United States of America

Tech stack

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Job description

We are seeking a Virtual Dataroom Coordinator - Trade Services Associate to join our team. The ideal candidate will have strong experience in syndicated loan operations, virtual dataroom management, and financial document review and a proven ability to manage confidential information flows, meet tight deadlines, and coordinate across trading, legal, and compliance functions., * Create and maintain a portfolio of virtual datarooms.

  • Review, track, and post documents to virtual dataroom sites.
  • Add external clients and counterparties to secondary virtual dataroom sites.
  • Manage and facilitate corporate actions with the trading desks in a deadline-driven environment.
  • Manage borrower information flow for Credit Portfolio Group, Total Return Swap Desk, and Credit Trading Desk in line with compliance policies for Private MNPI.
  • Field ad-hoc inquiries from internal and external clients.
  • Coordinate accuracy of datarooms with Loan and Agency Services, offshore teams, borrowers, lenders, Legal, and Compliance.
  • Develop and maintain relationships with trading, portfolio management, operations, legal, and compliance teams.
  • Participate in projects and working groups to enhance performance and efficiency.
  • Identify control gaps and efficiency opportunities and propose scalable solutions.

Requirements

  • Bachelor's degree.
  • Proficiency with Microsoft Excel, Word, and PowerPoint.
  • 3+ years of relevant financial operations experience.
  • General understanding of finance and loan products.
  • Strong attention to detail, analytical capability, and clear written and verbal communication.
  • Organized with the ability to manage multiple tasks and priorities under deadlines.
  • Team-oriented with effective collaboration and leadership skills.
  • Decision-making abilities with escalation judgment and problem-solving skills.
  • Ability to learn quickly, self-motivate, and demonstrate a reliable work ethic.

Preferred Skills:

  • Syndicated loan knowledge in trading, corporate actions, and loan operations.
  • Experience with virtual datarooms such as Syndtrak, Debtdomain, or Intralinks.
  • Experience reviewing loan documentation, legal documents, and financial statements., * Potential for hire conversion at grade 601. Role not eligible for employer-sponsored immigration support.
  • Top skills: attention to detail, ability to multitask, ability to work under tight deadlines.
  • What stands out: loans experience, familiarity with dataroom sites, experience reviewing financial documentation.

Benefits & conditions

  • Competitive compensation and benefits.
  • Opportunities for growth with global clients.
  • A supportive, inclusive culture that values innovation and people.
  • Exposure to cutting-edge technologies and projects.

Role Logistics and Notes

  • Work schedule: 8:30 AM - 5:30 PM, 100% onsite, no planned overtime.
  • Interview process: Up to 2 rounds with up to 2 panelists via Zoom.

About the company

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

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