Implementations Specialist (Services)

Responsibilities

• Establish new client portfolios in Solvas along with the accurate setup of the underlying assets of the related portfolios. 
• Read and interpret agent bank notices, credit agreements, and other governing credit documents.  
• Read and interpret LSTA / LMA Settlement documents. 
• Manage implementations and ensure all data is accurately uploaded. 
• Understand and resolve any discrepancies that may arise. 
• Respond to the needs of clients and other third parties, while collaborating with the respective internal teams. 
• Manage implementations to maintain performance targets and quality control metrics. 
• Apply standard policies and procedures for various teams while implementing a new client. 
• Participate in project post-mortems to identify improvements to streamline future implementations 
• Assist with training and preparing training documentation as needed. 
• Work can average 45-50 hours per week.  

Qualifications

• 5+ years of relevant work experience. 
• Bachelor’s degree in business administration, finance, or accounting preferred. 
• Solvas Portfolio software (fka CDO Suite) experience is a plus. 
• Experience with asset setup and administration of structured products and credit securities – CLOs, Loans, ABS, MBS, and Bonds.  
• Experience with Bloomberg and the Bloomberg API is a plus. 
• Proficiency in Microsoft office products with intermediate to advanced knowledge of Excel required. 
• Team player who enjoys working closely with people, both within and outside of the firm. 
• Pays attention to detail and takes ownership and pride in delivering quality work outputs. 
• Adapts quickly in fast-paced environments, possessing excellent analytical and problem-solving skills. 
• Self-motivated, self-starter, and challenge-seeker. 
• Must be authorized to work in the US without the need for current or future sponsorship.

Skills

• Knowledge of multiple asset class transactions and processing requirements. 
• Ability to interpret loan agreements and agent bank documentation. 
• Organized with great time management and an ability to follow through on assigned tasks. 
• Shows initiative and takes ownership of job responsibilities and performs duties accurately and timely. 
• Pays attention to detail and takes pride in delivering quality work outputs. 
• Ability to adapt to changing environments and handle multiple projects simultaneously. 
• Excellent analytical and problem-solving skills. 
• Self-motivated, self-starter, and challenge-seeker.