Sr. Analyst, Investment Services-Leveraged Loans
Charlotte, NC
January 23, 2017
Position Type:
Full Time
Job Description


Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




TIAA is seeking a Senior Analyst, Investment Services to support our Fixed Income Trading Operations group.  The ideal candidate will function as a loan and CLO operations support analyst in the Global Securities Services area.  This person will work as a part of a dynamic team in a rapidly growing fixed income trading environment.  The individual is expected to possess strong problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO operations.    

  • Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement. 
  • Partner and interact with the Loan Administrator, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.
  • Provide oversight in relevant systems throughout the day and work with internal/external customers & service providers to quickly resolve any trade/settlement related issues.
  • Communicate effectively with traders at all levels and build strong working relationships with them. 
  • Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters.
  • Continuous improvement mindset to capitalize on straight through processing, speed and accuracy of systems and procedures; communicate in functional teams to complete daily tasks, share market and systems knowledge, and preserve and grow strong trading relationships with internal/external customers. 
  • Review trade confirmation, assignment and assumption agreements, netting agreements and funding memos to ensure accurate and efficient closing process for leverage loan trades.

  • BS/BA Degree
  • 3-5 years of related leveraged loan/CLO operations experience
  • Strong analytical and quantitative skills with an ability to understand complex workflows
  • Solid understanding of operational risks and controls
  • Proficient utilization of Microsoft Excel and other MS OFFICE products
  • Thorough knowledge of the bank loan market
  • Experience with Order Management & Trade Processing Systems:  (Bloomberg AIM, BBH Infomediary, ClearPar, Wall Street Office)
  • Good communication skills and strong customer service skills
  • Team player, detail oriented, able to multi-task and prioritize effectively
  • Self starter with a high level of energy
  • Financial services experience preferred

Equal Employment Opportunity is not just the law, it’s our commitment.

Read more about the  Equal Employment Opportunity Law

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


*©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921 


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