Role Overview Insight Investment is looking for a Loan Operations Analyst to join the Market Operations team in New York. In this role, you will be responsible for oversight of the outsourced back office and provide industry expertise in handling open issues, contribute to projects, scrutinize process controls, and manage daily relationships. Role ResponsibilitiesOversight of our two outsourced back-office providers to ensure timely and accurate service that adheres to or exceeds our agreed service level provisions. This includes both formal, recurring checkpoint meetings and informal daily interactionsDaily review of front office system reconciliations and work with our two outsourced back offices and trading desk to rectify outstanding issuesRectify outstanding asset setup issues and corporate actionsFollow up on trade breaks, overdrafts, and other cash related issuesReview, identify and enhance process controlsWork with IT regarding trade data quality, efficiency of processes, electronic trading system connectivityPost and approve client cash activityDaily and Monthly price valuationImplementing the procedures and activities required for closing loanReview and approve leveraged loan trade details and work with loans team in rectifying any trade related detailsWork independently on ad hoc and project requestWork with London Market Operations Team in aligning procedures and oversight methodology. Monitor account on boarding and transition activities and resolve any related issuesParticipate in weekly service meetings to discuss business activity, open issues and outline steps to resolve any outstanding itemsExperience RequiredDemonstrated experience in the loan closing process, with direct loan closing expertise considered a strong advantageIdeally, experience in or a strong interest in Fixed Income Familiarity with global securities, derivatives, and options marketsSolid familiarity with loan documentation and LSTA standards and Clearpar/WSO knowledgeHands-on experience across a broad range of loan productsProactive and sees tasks to completionOrganized and strong attention to detailProven ability to share tasks and work well with a partner in covering group accountabilitiesInterest in technology and how tools such as AI can support internal processes and better outcomes for clientsInsight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com Under New York City pay transparency law we are required to indicate the base salary range for this role of USD 110,000 to 125,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.About Insight InvestmentInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
Role Overview
Insight Investment is looking for a Loan Operations Analyst to join the Market Operations team in New York. In this role, you will be responsible for oversight of the outsourced back office and provide industry expertise in handling open issues, contribute to projects, scrutinize process controls, and manage daily relationships.
Role Responsibilities
- Oversight of our two outsourced back-office providers to ensure timely and accurate service that adheres to or exceeds our agreed service level provisions. This includes both formal, recurring checkpoint meetings and informal daily interactions
- Daily review of front office system reconciliations and work with our two outsourced back offices and trading desk to rectify outstanding issues
- Rectify outstanding asset setup issues and corporate actions
- Follow up on trade breaks, overdrafts, and other cash related issues
- Review, identify and enhance process controls
- Work with IT regarding trade data quality, efficiency of processes, electronic trading system connectivity
- Post and approve client cash activity
- Daily and Monthly price valuation
- Implementing the procedures and activities required for closing loan
- Review and approve leveraged loan trade details and work with loans team in rectifying any trade related details
- Work independently on ad hoc and project request
- Work with London Market Operations Team in aligning procedures and oversight methodology. Monitor account on boarding and transition activities and resolve any related issues
- Participate in weekly service meetings to discuss business activity, open issues and outline steps to resolve any outstanding items
Experience Required
- Demonstrated experience in the loan closing process, with direct loan closing expertise considered a strong advantage
- Ideally, experience in or a strong interest in Fixed Income
- Familiarity with global securities, derivatives, and options markets
- Solid familiarity with loan documentation and LSTA standards and Clearpar/WSO knowledge
- Hands-on experience across a broad range of loan products
- Proactive and sees tasks to completion
- Organized and strong attention to detail
- Proven ability to share tasks and work well with a partner in covering group accountabilities
- Interest in technology and how tools such as AI can support internal processes and better outcomes for clients
Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com
Under New York City pay transparency law we are required to indicate the base salary range for this role of USD 110,000 to 125,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.
About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.
Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
