Jefferies ยท 1 day ago
Loan Operations Associate
Jersey City, NJ
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $100K/yrJefferies is a leading global investment banking and capital markets firm that provides a range of financial services. The Loan Operations Associate will be responsible for managing the settlement and loan life cycle events related to secondary loans, including arranging funding, interpreting credit agreements, and reconciling cash related to purchases and repayments.
BankingFinancial ServicesWealth Management
Responsibilities
Arranging the funding, purchase, and settlement of loans
Interpret Credit agreements
Reconciling settled positions
Reconciling cash related to purchases, loan repayments, fees, etc
Processing business activity into Loan IQ
Assisting product controllers with the accurate capture of details into the General Ledger
Coordinating between Closers, Product Control, Treasury, and any other involved parties
Calculating LOR, delayed comp, cost of carry payments when needed
Coordinate and monitor payments and reconcile all differences with agent
Ad-hoc tasks as needed related to business activity
Qualification
Required
Thorough knowledge of Finastra LoanIQ and how to operationally process secondary loans, CLO, TRS
Strong attention to detail
Strong written and verbal communication skills
Strong Excel skills (especially Pivot Tables and VLOOKUP)
Team player
Proven ability as a self-starter
Ability to think quickly under pressure
Preferred
Understanding of basic BBG
Computer programming (SQL)
Data set manipulation
Benefits
Annual discretionary incentive and retention bonus
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays
Paid parental leave
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Founded in 1962
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Shekhar Asnani
Vice President Investment Banking
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase