Trade Support Intermediate Job at ATR International, Delaware, OH

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  • ATR International
  • Delaware, OH

Job Description

Job Description:

  • Manage borrower information flow from the Credit Portfolio Group’s 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

Top Skills:

  • Self-agency, organization, ability to work independently, and the knowledge of how to manage and track portfolios
  • Excel skills (Pivot Tables, VLOOKUPs, XLOOKUPs)
  • Professional communication skills with external clients
  • 2-3 years of experience in financial professional roles desired
  • Experience reading legal documents/credit agreements would be a plus
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration or similar

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