Description
Summary:
Kroll Agency and Trustee Services provides conflict-free, flexible, and highly efficient administrative and trustee services to the global loan and bond markets. As a leading independent service provider, we specialize in the administration of privately placed notes, restructuring situations, syndicated, bi-lateral and private credit transactions. Our team of industry leading experts coupled with our high touch service, speed of execution and 24/7 responsiveness sets us apart from other providers. To learn more, please visit https://www.kroll.com/en/services/agency-and-trustee-services
We are currently hiring a position within the Data services process. This role will require us to work closely with Transaction Managers (Front Office), External Clients, KYC and the Operations team to ensure the portfolio administration tasks are completed. The individual will have responsibility for the completion of many key portfolio and transaction tasks and for reporting of aged items and ownership of resolution. As such they are required to be detail orientated,



organized and able to maintain accurate and complete records at all times. The ideal candidate will be a proactive and meticulous critical thinker. Must possess attributes of sound judgement, tact, and diplomacy. Strong analytical skills with an ability to identify issues. Ability to act independently (decision making) and be a team player as well.
Responsibilities:
Tax Documentation:
- Collect, review, and validate US tax forms (e.g., W‑8 series, W‑9) from lenders and borrowers in line with facility agreement requirements
- Determine lender tax residency and exemption status based on received documentation
- Maintain accurate tax records within loan servicing and agency systems
- Monitor expiration and refresh requirements for tax forms and follow up with lenders as required
- Robust understanding of US withholding tax concepts related to loan interest payments
- Familiarity with lender tax documen

📌 Senior Analyst, Agency and Trustee Services (Bengaluru)
🏢 Kroll
📍 Bengaluru