Lead Analyst, Secondary Loan Trade Servicing
We are seeking a Lead Analyst to oversee the end-to-end delivery of secondary loan trade servicing activities, ensuring high standards of accuracy, timeliness, and adherence to established governance and control frameworks. The role serves as the primary escalation point for the US banks trading operations team, providing leadership on complex post-trade and settlement matters, driving issue resolution, overseeing service quality, and supporting risk management, stakeholder engagement, and continuous improvement initiatives across the function.
Roles and responsibilities
- Lead the secondary loan trade servicing team: work allocation, SLAs, settlement turnaround and quality
- Own the operating handover between ClearPar execution and Loan IQ servicing, working with the platform providers team
- Serve as escalation point for the trading desk, middle office and agent banks
- Own KPI and KRI reporting and use settlement analytics to manage aged trades and counterparty performance
- Plan capacity and forecast trade volumes; flex team capacity into wider BAU servicing during lean periods
- Drive process improvement, automation and control enhancements, including system change and UAT participation
- Maintain audit and regulatory readiness for the trading book
Experience and qualification
- 8 to 11 years of experience in loan operations, including at least 3 years in secondary trade settlement and 3 years leading a team
- Deep Loan IQ and ClearPar expertise
- Proven stakeholder management with US or global banks and trading desks
- Degree in finance or a related field; MBA, CA, CFA or equivalent preferred
- Robust judgment, communication and people leadership skills
This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Lead Analyst, Secondary Loan Trade Servicing (Mumbai)
🏢 Crisil
📍 Mumbai