Loan Syndication - Team Lead - Pune

Job description

Role: The role involves overseeing end-to-end cash and position reconciliation activities for syndicated and non-syndicated loan portfolios, with a strong focus on CLO/CDO structures. The incumbent will manage and review team investigations of cash breaks, discrepancies, and exceptions, ensuring timely and accurate resolution. Reports into: Assistant Manager Job Responsibilities: • Oversee endtoend cash and position reconciliation activities for syndicated and nonsyndicated loan portfolios, with strong focus on CLO/CDO structures. • Manage and review team investigations of cash breaks, discrepancies, and exceptions; ensure timely and accurate resolution. • Act as primary escalation points for Agent Banks, Clients, and internal stakeholders to resolve complex issues. • Ensure effective utilization of platforms including Solvas, Global Cash Manager (GCM), and GRX for processing and reconciliation oversight. • Maintain strong governance over documentation, investigation records, and auditready controls. • Ensure all reconciliation and loan processing activities comply with regulatory, operational, and internal policy requirements. • Drive continuous improvement, automation, and standardization across reconciliation and exception management processes. • Prepare, review, and present periodic operational reports, dashboards, and exception summaries to senior leadership. • Lead resource planning, performance monitoring, coaching, and capability development within the team. Criteria: • Experience in syndicated loan operations, with strong exposure to cash/position reconciliation for US and/or EMEA markets. • Strong product knowledge of loan syndication workflows, Bonds, Equity, and CLO/CDO structures. • Solid understanding of capital markets and custody operations. • Hands-on expertise with Solvas and other relevant reconciliation/loan lifecycle platforms. • Strong analytical and problemsolving skills with ability to drive rootcausebased resolutions. • Advanced communication and stakeholdermanagement skills for interactions with Agent Banks, Clients, and internal functions. • Strong Excel skills (Pivot, VLOOKUP, formulas); familiarity with automation/efficiency tools is a plus. • Ability to manage teams, prioritize work, and operate in a highaccuracy, deadlinedriven environment. • Bachelors degree in finance, Accounting, or related fields (master’s preferred). • Strong attention to detail, control mindset, and commitment to service quality. Criteria: • At least 3-4 years of supervisor (team management) level experience in Bank loan domain & total experience should be 10-11 plus year Shifts timings: 11:00Am to 10:30PM Week Off: Sat - Sun Transport: NA