Bank Loan Analyst

The Planet Group · Downers Grove, Illinois

FULL TIME

Job Description

Location: Downers Grove, IL

Contract length: 12 months

Schedule: onsite 4 days/week

Job Overview

As a premier global investment organization, the Invesco Bank Loan Team offers a full product line of investment options to both institutional and retail investors. This opportunity with the Bank Loan Oversight and Administration Team will provide support to the portfolio management and investment team covering various reporting areas, trade support, and settlement efforts.

Job Responsibilities

Responsible for the production of various scheduled reporting deliverables for internal clients, including, but not limited, to the investment team, reporting team members, legal & compliance

Ability to work as part of a team to ensure the group provides top-tier service to both internal and external clients and service providers

Work in support of the trader to ensure that all trading activity is being efficiently and accurately entered in a timely manner in support of ISSMs products

Collectively work with the trade closing team to assist in the coordination and facilitation of settlement efforts. Liaison with Invesco traders, trade counterparties, and agent banks

Support the team to ensure and maintain the data quality and integrity of the critical information that supports the business. Complete data mining, from a variety of internal & external sources, and analysis for Bank Loan clients

Job Qualifications

Bachelor’s degree OR equivalent work experience required, business (Finance/Accounting) degree preferred

2+ years of work experience preferred

Familiarity and experience with bonds and bond settlements is desired

A solid understanding of the security/loan market (LMA) and fund operations is desired

Experience in a reporting/product oversight role is a plus

Experience in the investment management space is a plus

Skills Required

Aptitude for detail and a strong commitment to accuracy

Excellent quantitative and qualitative analysis skills

Ability to conduct analysis and present data in a meaningful way

Proficient user of Microsoft Office, Excel, Access, and Word

Working knowledge of S&P Wall Street Office and/or Allvue-Everest is a plus

Team-oriented team player

Ability to work independently and follow through on projects

Self-motivated, ability to multitask and complete tasks upon assignment

Open-minded, flexible, and willing to listen for other people’s opinions

Excellent verbal and written communication skills and effective interpersonal skills

Working Conditions

Normally a regular schedule of hours; however, hours may vary depending upon the project or assignment

Hours may include evenings and/or weekends if necessary

Company	The Planet Group
Location	Downers Grove, Illinois
Type	FULL TIME
Niche	Full-time

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