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
[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

* Solid understanding of US withholding tax concepts related to

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