Specialist, Middle Office II

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<p><strong>Specialist, Middle Office II</strong></p><p>&nbsp;</p><p>BNY is seeking an <strong>Specialist II</strong> to join our <strong>Middle Office Bank Loans</strong> team. In this role, you will support the operational lifecycle of bank loan transactions, serving as a key point of coordination between internal teams, clients, counterparties, and external agents. The ideal candidate is detail-oriented, client-focused, and able to manage competing priorities in a fast-paced environment.</p><p>This position offers the opportunity to develop expertise in loan operations, trade support, settlement processes, and risk controls while contributing to a strong team culture and delivering high-quality service.</p><p><strong>Key Responsibilities may include but are not limited to:</strong></p><ul style="list-style-type: disc;"><li><span>Support the daily processing and oversight of bank loan transactions across the trade lifecycle.</span></li><li><span>Review trade capture, allocations, settlements, and funding activity for accuracy and completeness.</span></li><li><span>Coordinate with front office, investment managers, custodians, agent banks, and counterparties to resolve trade and settlement exceptions.</span></li><li><span>Monitor pending transactions and proactively follow up on breaks, fails, and outstanding items.</span></li><li><span>Perform reconciliations and investigate discrepancies related to positions, cash, and loan activity.</span></li><li><span>Ensure all activities are completed in accordance with internal controls, operating procedures, and risk management standards.</span></li><li><span>Assist with new deal closings, amendments, restructurings, and other lifecycle events as applicable.</span></li><li><span>Maintain accurate records and documentation for audit, compliance, and client reporting purposes.</span></li><li><span>Contribute to process improvement initiatives that enhance efficiency, control, and client experience.</span></li><li><span>Escalate issues appropriately and support timely resolution of operational risks or service concerns.</span></li><li><span>Partner with team members and stakeholders to meet service level expectations and business objectives.</span></li></ul><p>&nbsp;</p><p><strong>Qualifications</strong></p><ul style="list-style-type: disc;"><li><span>Bachelor’s degree in finance, business, economics, or a related field, or equivalent combination of education and experience.</span></li><li><span>Relevant experience in financial services, operations, middle office, loan operations, or asset servicing preferred.</span></li><li><span>Basic understanding of bank loan products, trade lifecycle, settlements, and operational workflows is preferred.</span></li><li><span>Strong analytical and problem-solving skills with close attention to detail.</span></li><li><span>Effective written and verbal communication skills.</span></li><li><span>Ability to manage multiple priorities in a deadline-driven environment.</span></li><li><span>Proficiency in Microsoft Excel and other Microsoft Office applications.</span></li><li><span>Strong organizational skills and a proactive approach to issue resolution.</span></li><li><span>Ability to work both independently and collaboratively within a team.</span></li></ul><p>&nbsp;</p><p><strong>Preferred Skills</strong></p><ul style="list-style-type: disc;"><li><span>Experience supporting syndicated bank loans or alternative investment operations.</span></li><li><span>Familiarity with loan processing platforms, reconciliation tools, or custody/settlement systems.</span></li><li><span>Understanding of risk and control frameworks within operations.</span></li><li><span>Continuous improvement mindset with interest in automation or workflow optimization.</span></li></ul>

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