Syndicated Loan Deal Closer
Posted on: 30 Nov 2023
Stamford, CT | New York, New York
Job Description
Your role
UBS AG is looking for a Deal Closer to join our Global Loan Services (GLS) team.
GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination/loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations.
• Manage a complex and diverse portfolio of corporate loan deals and ensure all activities are processed timely and accurately.
• Collaborate with our internal and external stakeholders to close new corporate loan transactions and amendments to existing deals.
• Review Credit Agreements and provide feedback for operational servicing feasibility.
• Ensure all post close fees, revenue, and breaks are allocated and cleared.
• Research and resolve problems/issues.
• Coordination with, and oversight of, our offshore team and vendors.
• Respond promptly to inquiries from internal business partners and external clients.
• Manage various types of risk.
• Cultivate system and process enhancements and industry initiatives.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. Role is based in either NYC or Stamford.
To succeed our people must:
• Drive the organization forward by working with purpose and passion.
• Know what our Stakeholders want and need.
• Support digital transformation
Your expertise
Corporate Loans Deal Closing experience is a must (5+ yrs)
Other qualifications for this role include:
• Detail oriented, high degree of accuracy
• Client centric and able to effectively communicate both verbally and in writing.
• Excellent interpersonal / customer service skills, attentiveness, information retention, tact and diplomacy in dealing with internal and external stakeholders.
• Ability to multi-task and work in a dynamic, fast-paced environment and under pressure as needed.
• Excellent analytical and mathematical skills.
• Risk oriented and proactive with strong organizational skills.
• Interested in digitalization and have an affinity with technology.
• Technical aptitude with a drive to make processes more efficient and controls more robust through optimization and new technology (i.e., automation).
• Understand of Operation, Financial and Market Risk.
• Robotics - (Optional)
• VBA - (Optional)
• Alteryx - (Optional)
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted162
