Closer

TD Witz Associates
New York, NY

:

Bank Loan Closer with Large Credit Asset Management firm

Responsibilities:

  • familiarity with Par/Distressed bank loans, PIK notes, trade claims, warrants and private equities.
  • manage third party vendor for LSTA/LMA par trade settlements
  • discuss/negotiate closing matters with attorneys and counterparties
  • review trade confirms and closing documents and arrange for execution - distressed and non-CLO/Par funds
  • forward closing documents to third party vendor and internal operations team
  • point person for KYC request from counterparties as well as assist operations with any withholding tax issues
  • work with analysts and Accounting Department on corporate restructurings of our bank loan positions
  • assist with trade booking and processing other bank loan entries in our systems

Requirements

  • 2-8 + years experience with Bank Loan trade settlements
  • Undergraduate degree
  • Strong background in Excel
  • User experience/knowledge of WSO/Markit, ClearPar, Geneva and/or Bloomberg is valued

Job Type: Full-time

Pay: $85,000.00 - $130,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • New York, NY: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • syndicated bank loan closing: 2 years (Required)
  • cash and position reconciliation: 2 years (Required)

Work Location: In person

Posted 2026-04-09

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