IQ-EQ
Finance / FinServ
ClientManager,LoanClosing
Neural analysis suggests this role is
optimal for mid candidates.
“Client Manager, Loan Closing at IQ-EQ. Skills: Loan Closing, Trade Settlement, Client Relationship Management, Operational Oversight, Compliance & Risk. Oversee end-to-end loan transaction lifecycles, including closing coordination, documentation review, and funding readiness.. Act as the primary escalation point for trade settlement issues, managing portfolios and maintaining relationships with external counterparties, agents and internal stakeholders.”
What You'll Achieve.
ensure timely funding and accurate settlement; ensure settlement activities meet service level agreements (SLAs) and internal quality standards; ensuring accurate, timely, and high-quality service delivery in line with agreed service levels; supporting teams and clients with issue resolution; ensure smooth settlement execution and funding readiness; ensuring accurate system input, reporting, and month-end deliverables
Industry & Context.
problem-solving skills; issue resolution
What They're Looking For.
Must Have
third-level qualification in Business or a related discipline, several years’ experience in trade settlements, loan operations, or corporate lending, working knowledge of trade settlement platforms and market tools such as ClearPar, Bloomberg, and loan administration systems, experience managing or supporting teams, highly organised with Excel skills and the ability to analyse, input, and validate complex financial data, proactive, detail-oriented, and comfortable working under pressure to meet tight deadlines, excellent communication, stakeholder management, and problem-solving skills, with a commercial mindset
Nice to Have
LSTA / LMA settlement markets, Allvue advantageous
What You'll Do.
Oversee end-to-end loan transaction lifecycles, including closing coordination, documentation review, and funding readiness., Act as the primary escalation point for trade settlement issues, managing portfolios and maintaining relationships with external counterparties, agents and internal stakeholders., Manage and develop a team of loan analysts, ensuring settlement activities meet service level agreements (SLAs) and internal quality standards., Proactively liaise with agent banks and treasury teams to execute cash movements, payments, and trade confirmations., Ensure all activities adhere to regulatory requirements (e.
, LSTA/LMA market standards) and internal controls, including KYC/AML verification- assisting in getting it approved asap so trades can settle without delays, daily/weekly/monthly reports and recon.
Trade status/position recon etc, oversee a portfolio of trade settlement clients, ensuring accurate, timely, and high-quality service delivery in line with agreed service levels, manage and develop a team of Loan Settlement Analysts and Senior Loan Settlement Analysts, monitoring quality, efficiency, and workload allocation, act as the primary escalation point and subject matter expert for trade settlements, supporting teams and clients with issue resolution, proactively liaise with clients, counterparties, agents, and treasury teams to ensure smooth settlement execution and funding readiness, review, delegate, and sign off settlement activity, ensuring accurate system input, reporting, and month-end deliverables, develop and enhance procedures and training materials, driving knowledge transfer, process improvement, and risk mitigation.
How You'll Work.
Team & Collaboration
Act as the primary interface between clients, counterparties, and internal teams; maintaining relationships with external counterparties, agents and internal stakeholders; Manage and develop a team of loan analysts; liaise with agent banks and treasury teams; liaise with clients, counterparties, agents, and treasury teams
Communication Scope
excellent communication; stakeholder management
Process & Methodology
Transaction Management, Oversee end-to-end loan transaction lifecycles, closing coordination, funding readiness, Manage and develop a team, monitoring quality, efficiency, and workload allocation, review, delegate, and sign off settlement activity, develop and enhance procedures and training materials
Full Job Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. A Loan Trade Settlement or Loan Closing Client Manager leads the execution and closing of complex loan transactions, typically for syndicated or secondary loan markets. This role acts as a primary interface between clients, counterparties, and internal teams to ensure timely funding and accurate settlement. What you will do * Transaction Management: Oversee end-to-end loan transaction lifecycles, including closing coordination, documentation review, and funding readiness. * Client Relationship Management: Act as the primary escalation point for trade settlement issues, managing portfolios and maintaining strong relationships with external counterparties, agents and internal stakeholders. * Operational Oversight: Manage and develop a team of loan analysts, ensuring settlement activities meet service level agreements (SLAs) and internal quality standards. * Settlement Execution: Proactively liaise with agent banks and treasury teams to execute cash movements, payments, and trade confirmations. * Compliance & Risk: Ensure all activities adhere to regulatory requirements (e.g., LSTA/LMA market standards) and internal controls, including KYC/AML verification- assisting in getting it a
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