Trade Support Analyst

Trade Support Analyst

The Trade Support Analyst is a developing professional role responsible for supporting multiple aspects of the loan trading lifecycle. Responsibilities include coordinating across various internal teams to ensure the prompt and accurate application of commitment reductions and other lifecycle events, processing corporate actions in a timely and accurate manner, facilitating client onboarding, managing trade allocations, and maintaining high standards of quality control and reporting. This role requires the ability to analyze and communicate complex information clearly and effectively to clients, the trading desk, and senior management. The ideal candidate will be detail-oriented, accountable, ethical, results-driven, trustworthy, and credible. As the team transitions to LIQ, our new product processing platform, the analyst will also contribute to troubleshooting system issues and supporting the implementation of updated workflows. This job description provides a high-level overview of the types of work performed. Additional responsibilities may be assigned as required.

Responsibilities:

• Individual must perform under pressure, multitask, and deliver results under tight deadlines.
• Individual will assist the team troubleshoot issues in LIQ, AMC, LoansQT.
• Individual will be trained to back up several trade support functions such as onboarding, allocations, and corporate actions as business needs change.
• Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
• Applies judgment when interpreting data, preparing reports, and presents findings to management
• Make resolution recommendations based on identified trends and facts
• Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
• Participates in and supports the implementation of projects and process improvement initiatives
• Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
• Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense.
• Timely escalation and resolution of all inquiries and issues related to loan trades.
• Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
• Works closely with own team and internal stakeholders in order to meet client needs
• Has direct interaction with external customers to disseminate or explain information
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct business practices, escalating, managing and reporting control issues with transparency.

Qualifications:

• 2 - 5 years relevant experience
• Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
• Demonstrate understanding of Loan Processes, Procedures, Products and Services
• Able to identify, mitigate, manage, resolve, and escalate risks and issues
• Reasonable awareness of risk types, policies and control measures and processes
• Comply with applicable laws, rules, and regulations, and adhering to Policies
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Experience with LoanIQ is highly desired
• Individual must display intellectual curiosity and willingness to constantly learn and take on new projects as required.
• Individual must have excellent communication, organizational and interpersonal skills.

Education:

• Bachelor’s/University degree or equivalent experience