Ppma
Private Investment Operations Portfolio Analyst, Bank Loans
Chicago, IL
Sponsorship not specified$75k-$90kDetected 26 days ago
PythonData AnalysisData VisualizationJiraAccountingExcelHRISCommunicationCollaborationProblem SolvingCritical ThinkingMicrosoft Office
About the role
- If you are an internal associate, please login to Workday and apply through Jobs Hub.
- PPM is a US-based institutional asset manager.
- We take a hard work, straight talk, full transparency and humility approach to our work.
Responsibilities
- At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you.
Requirements
- Experience in preparing accurate and timely work.
- Advanced proficiency with the entire Microsoft Office Suite, with an emphasis on Excel (including advanced formulas such as VLOOKUP and pivot tables), Word, and PowerPoint.
- High degree of accuracy and attention to detail.
- Critical thinking, analysis, and troubleshooting expertise.
- Experience in trade settlement or reconciliation.
- Experience is cash reconciliation.
- Basic knowledge of investment client reporting.
Nice to have
- Knowledge of syndicated loan settlement documentation (LSTA Trade Confirms, Assignment Agreement, Funding Memo);
- Basic knowledge of investment-grade private credit instruments and related documentation;
- Working knowledge of S&P Syndicated Loan tools (ClearPar
- Wall Street Office (WSO) Administrator and Reporting);
- Understanding/proficiency in navigating Moody's and S&P's loan related ratings;
- Working knowledge of BlackRock's Aladdin tool
- Proficiency in tools that promote data analysis, task automation, and/or visualization (i.e. Python, Power BI, JIRA, etc.).
- Bachelor's Degree, preferably in Accounting, Finance, Economics, Marketing or a related discipline, required.
Compensation
- $75,000.00 - $90,000.00.
- The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities.
- In addition to the base salary, this role will be eligible to participate in our annual bonus program.
Benefits
- Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives.
- Competitive salary and bonus
- Medical, dental and vision coverage
- Tuition and professional certification reimbursement
- Paid parental leave
- Holidays and paid time off
- Paid time off to volunteer
- In addition to the base salary, this role will be eligible to participate in our annual bonus program.
Equal opportunity
- PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Visa & Work Authorization
- or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, preg
This listing is sourced directly from Ppma's careers page and normalized into a canonical job model.