Job Description

The Credit Information Management team within WLS manages confidential information pursuant to internal information barriers and in close coordination with Legal, Compliance, Trading and Research teams, as appropriate. Credit Information Management provides close and critical support to the Corporate and Investment Banks portfolio financing business, which involves the extension of customized, secured term loans to counterparties. Credit Information Management also prepares, negotiates and executes confidentiality agreements with external trading counterparties in the secondary loan trading market and bankruptcy claims trading markets, primarily.

As a Credit Information Manager, you'll be responsible for responsible for the management, review, and delivery of financial information and legal documentation received in connection with collateral assets in the Credit Trading desks Portfolio Financing business. Specifically, covenant compliance documents must be collected, reviewed, vetted, organized, delivered, and reported on to the Credit Trading desk in accordance with information barrier procedures. The position is also responsible for screening new collateral requests, in close coordination with Compliance and Control Room departments as needed, to ensure information is handled in accordance with information barrier procedures for trading personnel.

Key Responsibilities Include:

* Manage borrower information flow from the Credit Portfolio Groups clients, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information
* Review and understand legal documents (including Credit Agreements), financial materials and investment committee memoranda in connection with syndicated and unitranche loans.
* Operate proactively and with urgency to ensure timely delivery of credit agreement financial covenant reporting information
* Navigate web-based due diligence data rooms, obtain and organize documentation
* Demonstrate problem-solving and solid judgment/decision making skills
* Exhibit ownership, escalation and resolution of issues when they occur in a timely manner
* Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation
* Ownership of internal communication, status updates and covenant compliance tracker
* Field and resolve ad-hoc queries from internal and external clients
* Identify and address control gaps and efficiency opportunities

Skill Set

* Undergraduate degree plus 3 - 5 years of Syndicated Loan experience or equivalent is preferred
* Experience reading and interpreting loan documentation or related experience dealing with legal documentation preferred
* Ideally the candidate will have knowledge of Syndicated loan life cycle and data room sites such as Intralinks, Syndtrak, and Debt Domain
* Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail strong oral and written communication skills, and strong analytical capability
* Demonstrated experience operating in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
* Strong analytical, problem solving and judgment skills
* Must be highly organized with ability to manage a variety of tasks
* Must be a team oriented individual with effective communication and leadership skills
* Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
* Ability to multi-task through the practice of strong organizational and time management skills