Overview
In this role you will drive end-to-end transfer of syndicated loan assets, coordinating with Front Office, agent banks and buyers to document, circle, book and settle trades. You will work within a loan agency and transfer framework to ensure accurate documentation and timely execution, supporting balance sheet optimisation for a bank-led transfer programme. You’ll leverage LMA Transfer Certificates, Pricing Letters and Loan IQ to manage the lifecycle from trade date to settlement. This role offers hands-on impact in a complex, process-driven environment with external counterparties and internal stakeholders.
Pay / Benefits
- hybrid working
- London location
- fixed-term contract
- equal opportunity employer
- reasonable accommodation during interview
Responsibilities
- Prepare Transfer Certificates per LMA standards and execute transfer mechanics on deadline
- Interrogate credit agreements to identify operational transfer requirements and flag impact on trades
- Draft and issue Pricing Letters using secondary loan market conventions
- Complete circling and maintenance in Loan IQ to keep positions and settlement data accurate
- Act as primary contact with agent banks for documentation, consents, and agency process until effective date
- Liaise with buying counterparties to resolve queries and drive trades to close
- Own quality checks across the transfer pack and validate documentation pre-execution to ensure first-time settlement
Key requirements
- Experience in syndicated loan operations, loan agency, or secondary loan trading support
- Proven ability to execute sales and transfers of loan assets from trade date to settlement (essential)
- Working knowledge of LMA documentation, especially Transfer Certificates, Pricing Letters, and transfer provisions
- Understanding of syndicated lending agency processes and agent bank operations in transfers
- Strong attention to detail and data/documentation validation before issuance
- Confident written and verbal communication with external counterparties and internal stakeholders
- Availability to start immediately
- Loan IQ experience
- strong attention to detail
- clear communication
- ability to handle time-bound, error-sensitive tasks
- Loan IQ
- LMA Transfer Certificates
- Pricing Letters
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