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Loans & Document Information Management Analyst
3 months ago
Loans & Document Information Management Analyst
Short Term Contract (01.02.25)
London
Hybrid Working
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Loans & Document Information Management Analyst to join them for a short-term contract running until 1st February 2025. However, there may be scope for extension.
Overview of the Role:
This role forms part of the wider Loan Operations Team which offers front to back support for Global Markets Loan Trading. The candidate will be responsible for management and development of the portfolio of reporting and reconciliation enhancements across the team through utilisation of data analytics tools. The successful candidate will have the opportunity to be a key part of growing, developing and honing the Loan Ops Strategic Operational model Globally to meet and cater for future Business demands
Key Accountabilities:
• Create and maintain online sharing data rooms (SyndTrak) with public or private side asset information.
• Perform regular review of relevant internal and external client access expiry to our data room workspaces.
• Comprehensive review of public vs. private side asset information documents to ensure compliance with internal info sharing eligibility criteria.
• Work closely with other internal teams i.e. Legal, Conflicts or Compliance on asset information sharing for new borrower exposure.
• You will be responsible for creating, negotiating, and agreeing confidentiality agreements directly with sales desks and clients.
• Handle queries from our external clients and the trading desk relating to management of information.
• Provide support to the confidentiality agreement negotiation and execution process.
• Log all confidentiality agreements on internal register and maintain all related correspondence on shared drives.
• Preparation of frequent reports and statistics for the trading desks or management
Candidate Requirements:
• Presentable, confident and client focused.
• Knowledge of data analytics tools (Alteryx, Tableau, Python, etc) to assist in development of reporting.
• Excellent communications skills and proficiency with numbers/calculations.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
Additional Desired Candidate Qualities:
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.
Location:
This is a hybrid working role, with a requirement to work from the clients London office at least 3 days a week.
Working hours:
Standard working hours with some flex where required.
If you feel that this is a role that would suit you then please apply today.
If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.
Pontoon Solutions are an equal opportunities company
