Associate II, Loans/CLO/Funds
Associate II, Loans/CLO/Funds
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate II, Loans CLO and Funds to join our Corporate Trust team. This role is located in Manchester, UK and will be working in a hybrid capacity. (3 days a week in the office).
In this role, you’ll make an impact in the following ways:
Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
Transaction Management: - Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level
Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
Lead and participate in Client Meetings and ensure minutes and follow up items are closed out
Develop strong working relationships with Front Office Relationship Managers
Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
Employee Development: Key role in training of support team on Client and deal specific requirements
Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
Partner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and escalate any concerns
To be successful in this role, we’re seeking the following:
Minimum 3 years Corporate Trust or related financial markets/securities industry experience
Ability to review deal governing documents
Experience in Loans (syndicated, bi-lateral, real estate) very desirable
Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
Proactively monitor and manage the activities performed within our business partners outside of Ireland
Ability to quickly address issues – strong decision making
Financial Services Technical Skills
Effective interpersonal, oral and written communication skills
Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
Proficiency in using Microsoft packages particularly Excel
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023