Loan Operations Analyst jobs in United States
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The Equus Group · 2 days ago

Loan Operations Analyst

positionChicago, IL
timeFull-time
remoteOnsite
seniorityMid Level
money$90K/yr - $100K/yr
date3+ years exp

The Equus Group is seeking a highly motivated Loan Operations Specialist to support the operational lifecycle of CLO vehicles. The role involves managing trade settlement, loan servicing, reconciliations, and investor reporting for leveraged loan portfolios.

ConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Claire MacDonald
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Responsibilities

Support day-to-day loan operations for CLO and leveraged loan portfolios
Process and reconcile loan trades, settlements, assignments, amendments, and paydowns
Monitor and validate interest accruals, rate resets, principal payments, and corporate actions
Perform cash and position reconciliations between internal systems, trustees, custodians, and administrators
Review trustee reports, waterfall calculations, and compliance tests for CLO vehicles
Coordinate with portfolio management, trading, middle office, trustees, and external service providers
Ensure data accuracy across systems and timely resolution of breaks
Support monthly, quarterly, and ad hoc reporting for internal stakeholders and investors
Assist with audits, compliance reviews, and regulatory requests
Participate in process improvement initiatives and system enhancements

Qualification

Loan operations experienceCLO knowledgeMicrosoft ExcelAnalytical skillsAttention to detailFinance degreeBusiness degreeAccounting degreeEconomics degreeFast-paced environment

Required

Bachelor's degree in Finance, Business, Accounting, Economics, or a related field
Minimum of 3 years of experience in loan operations, structured credit operations, or middle office, direct CLO exposure preferred but not required
Strong understanding of leveraged loans and loan lifecycle events
Experience working with trustees, custodians, and loan agents
High attention to detail and strong analytical skills
Proficiency in Microsoft Excel (pivot tables, lookups, data analysis)
Ability to work onsite in a fast-paced Wall Street environment

Company

The Equus Group

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The Equus Group is an executive search and recruiting firm that offers talent acquisition.
location
Chicago, Illinois, USA
people-size11-50 employees
web-link
https://www.theequusgroup.com

Funding

Current Stage
Early Stage

Leadership Team

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Kim LePre
CEO, Managing Partner
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Megan Toepke (Budny)
Chief Operating Officer & Partner
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Company data provided by crunchbase