206 Banking Analyst jobs in the United Kingdom
Corporate Banking - Analyst
London, London
TD Bank
Posted 2 days ago
Job Viewed
Job Description
**Work Location** :
London, United Kingdom
**Hours:**
35
**Line of Business:**
TD Securities
**Pay Details:**
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
**Job Description:**
**TD Bank Group**
Headquartered in Toronto, Canada, with more than 85,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD offers a full range of financial products and services more than 25 million customers worldwide through three key business lines:
+ **Canadian Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance
+ **U.S. Retail** including TD Bank, America's Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD's investment in TD Ameritrade
+ **Wholesale Banking** including TD Securities
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.
With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Business Context**
The London Corporate Banking Relationship Coverage team is an integral part of TD Securities, focused on delivering the Bank's wholesale products and services to our European client base. Our client base is predominantly investment grade European multinational corporations with significant links to North America. Our clients are broadly split between the UK, Ireland, and mainland Europe.
The Corporate Banking Relationship Coverage team centrally manages the client relationship end-to-end, catering to the client's needs and centrally coordinating across product teams to deliver TD's full suite of services with focus on lending, multi-currency Debt Capital Markets, Rates and FX solutions, commodity hedging, trade finance, securitization, and cash management.
**Position Overview**
The successful candidate will join the team as an Analyst, reporting into the Managing Director, and working closely with all members of the coverage team.
Principle responsibilities will include:
+ Supporting the senior bankers in identifying, analysing and securing new target clients where TD can develop a profitable business relationship, on a risk adjusted basis
+ Partnering with senior members of the Coverage team to provide overall relationship management support and client coverage at the Treasurer/ Treasury Manager level
+ Working with the Senior Bankers to develop and maintain relationships within the European banking market to raise the profile of TD
+ Coordinating product partners to develop product ideas and create marketing materials for presentations to clients
+ Ensuring relevant product groups have good access to each client to increase the level of ancillary business originated globally from corporate clients
+ Responsibility for tracking sectoral trends and client news, researching and analysing industry and market data for credit and origination purposes
+ Attending client meetings and calls, leading meeting prep, filing call reports, and coordinating action items
+ Responsibility for the production of deal related credit memorandums and delivering the banks pricing approval process
+ Liaising with Credit Management to ensure that key risks on corporate transactions are identified, evaluated, and documented in an accurate and timely manner
+ Responsibility for ensuring the deal process is adhered to for transactions, including but not limited to ensuring KYC and AML are in place for all new transactions and updated in line with policy
+ Actively contribute to the business planning and strategic development of TD's European Corporate Banking team
+ Prepare and assist with the provision of management reports and presentations required on a regular and an ad hoc basis
+ Demonstrate governance, control and risk management behaviours in alignment with TD policies and practices
Qualifications:
+ Some background of relevant experience in an investment banking or corporate banking graduate program, relationship coverage team, or a relevant product team is advantageous.
+ Bachelor's/University degree or equivalent - studying towards CFA, ACT or an accounting designation is considered an asset.
+ Sound understanding of credit and wholesale banking products. Experience with Large/Global Corporate clients and lending/capital markets products desirable.
+ Strong planning, organizational, verbal and written communication skills.
+ Strong business and financial analytical skills.
+ Sound knowledge of MS Office applications (Word/Excel/PowerPoint).
+ Strong work ethic and commitment to business goals and high professional standards.
+ Ability to work effectively in both independent and team environments.
**Shared Commitments**
Executives promote adherence to TDBG's vision and purpose to be the better bank, and enrich the lives of customers, communities and colleagues. As part of the general management of their function, Executives are accountable to deliver against TD's five shared commitments:
+ Think like a customer; provide legendary experiences and trusted advice
+ Act like an owner; lead with integrity to drive business results and contribute to communities
+ Execute with speed and impact; only take risks we can understand and manage
+ Innovate with purpose; simplify the way we work
+ Develop our colleagues; embrace diversity and respect one another
**Inclusiveness**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
London, United Kingdom
**Hours:**
35
**Line of Business:**
TD Securities
**Pay Details:**
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
**Job Description:**
**TD Bank Group**
Headquartered in Toronto, Canada, with more than 85,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD offers a full range of financial products and services more than 25 million customers worldwide through three key business lines:
+ **Canadian Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance
+ **U.S. Retail** including TD Bank, America's Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD's investment in TD Ameritrade
+ **Wholesale Banking** including TD Securities
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.
With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Business Context**
The London Corporate Banking Relationship Coverage team is an integral part of TD Securities, focused on delivering the Bank's wholesale products and services to our European client base. Our client base is predominantly investment grade European multinational corporations with significant links to North America. Our clients are broadly split between the UK, Ireland, and mainland Europe.
The Corporate Banking Relationship Coverage team centrally manages the client relationship end-to-end, catering to the client's needs and centrally coordinating across product teams to deliver TD's full suite of services with focus on lending, multi-currency Debt Capital Markets, Rates and FX solutions, commodity hedging, trade finance, securitization, and cash management.
**Position Overview**
The successful candidate will join the team as an Analyst, reporting into the Managing Director, and working closely with all members of the coverage team.
Principle responsibilities will include:
+ Supporting the senior bankers in identifying, analysing and securing new target clients where TD can develop a profitable business relationship, on a risk adjusted basis
+ Partnering with senior members of the Coverage team to provide overall relationship management support and client coverage at the Treasurer/ Treasury Manager level
+ Working with the Senior Bankers to develop and maintain relationships within the European banking market to raise the profile of TD
+ Coordinating product partners to develop product ideas and create marketing materials for presentations to clients
+ Ensuring relevant product groups have good access to each client to increase the level of ancillary business originated globally from corporate clients
+ Responsibility for tracking sectoral trends and client news, researching and analysing industry and market data for credit and origination purposes
+ Attending client meetings and calls, leading meeting prep, filing call reports, and coordinating action items
+ Responsibility for the production of deal related credit memorandums and delivering the banks pricing approval process
+ Liaising with Credit Management to ensure that key risks on corporate transactions are identified, evaluated, and documented in an accurate and timely manner
+ Responsibility for ensuring the deal process is adhered to for transactions, including but not limited to ensuring KYC and AML are in place for all new transactions and updated in line with policy
+ Actively contribute to the business planning and strategic development of TD's European Corporate Banking team
+ Prepare and assist with the provision of management reports and presentations required on a regular and an ad hoc basis
+ Demonstrate governance, control and risk management behaviours in alignment with TD policies and practices
Qualifications:
+ Some background of relevant experience in an investment banking or corporate banking graduate program, relationship coverage team, or a relevant product team is advantageous.
+ Bachelor's/University degree or equivalent - studying towards CFA, ACT or an accounting designation is considered an asset.
+ Sound understanding of credit and wholesale banking products. Experience with Large/Global Corporate clients and lending/capital markets products desirable.
+ Strong planning, organizational, verbal and written communication skills.
+ Strong business and financial analytical skills.
+ Sound knowledge of MS Office applications (Word/Excel/PowerPoint).
+ Strong work ethic and commitment to business goals and high professional standards.
+ Ability to work effectively in both independent and team environments.
**Shared Commitments**
Executives promote adherence to TDBG's vision and purpose to be the better bank, and enrich the lives of customers, communities and colleagues. As part of the general management of their function, Executives are accountable to deliver against TD's five shared commitments:
+ Think like a customer; provide legendary experiences and trusted advice
+ Act like an owner; lead with integrity to drive business results and contribute to communities
+ Execute with speed and impact; only take risks we can understand and manage
+ Innovate with purpose; simplify the way we work
+ Develop our colleagues; embrace diversity and respect one another
**Inclusiveness**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
This advertiser has chosen not to accept applicants from your region.
0
Banking Operations Analyst
Central London, London
£35000 - £42000 Annually
hireful
Posted 4 days ago
Job Viewed
Job Description
Are you fluent in Cantonese and experienced in retail banking , customer operations , or business support ? If you’re passionate about improving internal processes and supporting colleagues to deliver great service — we’d love to hear from you.
Banking Operations Analyst (Cantonese-speaking)
Location: Central London (Hybrid)
Salary: £42,000 + 12.5% pension + bonus + 25 days holiday
Contract: 1-year fixed-term
We’re hiring a Cantonese-speaking Banking Operations Analyst to support internal teams and improve day-to-day processes across a respected banking organisation.
This is a hybrid role combining business support, light process improvement, and operational administration. It’s ideal for someone with experience in retail banking, customer service, or back-office operations who wants to grow their UK career.
Key responsibilities:
Handle internal queries, support admin tasks, and document processes
Review and improve workflows to enhance service and efficiency
Gather and record business requirements for operational improvements
Support system testing (UAT), compliance, and internal policy adherence
What we’re looking for:
Fluent Cantonese and confident English communication
Experience in retail banking or customer/business operations
Comfortable using Excel (Power BI or SQL is a bonus)
Methodical, organised, and good at problem-solving
Why apply?
Join a supportive, inclusive team in a professional environment
Use your language skills to make a real impact
Great benefits and the chance to build UK banking experience
Interested? Send your CV for a fast response.
This advertiser has chosen not to accept applicants from your region.
1
Banking Operations Analyst
Central London, London
hireful
Posted 7 days ago
Job Viewed
Job Description
Are you fluent in Cantonese and experienced in retail banking , customer operations , or business support ? If you’re passionate about improving internal processes and supporting colleagues to deliver great service — we’d love to hear from you.
Banking Operations Analyst (Cantonese-speaking)
Location: Central London (Hybrid)
Salary: £42,000 + 12.5% pension + bonus + 25 days holiday
Contract: 1-year fixed-term
We’re hiring a Cantonese-speaking Banking Operations Analyst to support internal teams and improve day-to-day processes across a respected banking organisation.
This is a hybrid role combining business support, light process improvement, and operational administration. It’s ideal for someone with experience in retail banking, customer service, or back-office operations who wants to grow their UK career.
Key responsibilities:
Handle internal queries, support admin tasks, and document processes
Review and improve workflows to enhance service and efficiency
Gather and record business requirements for operational improvements
Support system testing (UAT), compliance, and internal policy adherence
What we’re looking for:
Fluent Cantonese and confident English communication
Experience in retail banking or customer/business operations
Comfortable using Excel (Power BI or SQL is a bonus)
Methodical, organised, and good at problem-solving
Why apply?
Join a supportive, inclusive team in a professional environment
Use your language skills to make a real impact
Great benefits and the chance to build UK banking experience
Interested? Send your CV for a fast response.
This advertiser has chosen not to accept applicants from your region.
2
Investment Banking Senior Analyst - Energy
London, London
Citigroup
Posted 1 day ago
Job Viewed
Job Description
Job Description
The Investment Banking Senior Analyst is a lower intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
**Responsibilities:**
+ Work with senior Bankers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare presentations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Qualifications:**
+ Previous Investment Banking, Corporate Finance and/ or Advisory experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
"Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks."
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Investment Banking Senior Analyst is a lower intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
**Responsibilities:**
+ Work with senior Bankers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare presentations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Qualifications:**
+ Previous Investment Banking, Corporate Finance and/ or Advisory experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
"Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks."
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.
3
Credit Analyst Private Banking
W1K 3HL
Prime Personnel
Posted 8 days ago
Job Viewed
Job Description
A small prestigious international bank is seeking a dynamic new addition to its busy Private Banking team in this varied role.
Your duties will include:
- Assisting RMs with credit applications/reviews, financial analysis, cashflow modelling and covenant monitoring (Real Estate portfolio)
- Preparing various reports, AML reviews and maintaining MI reports
- Credit administration
Your experience must inc.
WHJS1_UKTJ
This advertiser has chosen not to accept applicants from your region.
4
Loan Agency Analyst
Teksystems
Posted 1 day ago
Job Viewed
Job Description
Job Title: Loan Agency Analyst
Job Description
Job Description
This position entails preparing and reviewing documentation in alignment with bank policies and procedures to facilitate client closings and ensure lien perfection. The role involves handling highly complex documentation, supporting Loan Administrators with their primary tasks, and assisting the Market Leader in directing workflow and performing qual.
WHJS1_UKTJ
This advertiser has chosen not to accept applicants from your region.
5
Loan Services Analyst - Liverpool
Liverpool, North West
CBRE
Posted today
Job Viewed
Job Description
Loan Services Analyst - Liverpool
Job ID
231604
Posted
07-Aug-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Loan Servicing
Location(s)
Liverpool - England - United Kingdom of Great Britain and Northern Ireland
LOAN SERVICES / LIVERPOOL
Loan Analyst
About the role
CBRE is seeking a Loan Analyst whose primary responsibility will be supporting the Asset Managers and Loan Administrator in all aspects of the servicing of allocated commercial real estate loans.
What you will be doing:
Service assigned commercial real estate loans in the UK and continental Europe and monitor their performance.
Provide general customer service to lenders, borrowers, and administration departments as per the financing documentation.
Manage the setup of new loans in the loan servicing system and maintain the currency and integrity of loan information.
Manage loan document files and document imaging.
Administration and bookkeeping of the transaction.
Set interest periods and reference rates applicable for each period.
Calculate amounts to be paid by borrowers and lenders in accordance with loan documentation (fees, interest, principal).
Execute payment instructions on each payment date according to the waterfall provided.
Liaise with designated Borrower Account Bank to ensure all signing and account access arrangements (via electronic banking) are in place to allow movement of funds on each IPD.
Maintain KYC information for all bank account signatories.
Provide assistance as required to Asset Managers in responding to borrower audit enquiries.
What you will need:
Solid experience in UK & European real estate finance sector.
Debt due diligence and transaction management expertise.
Execution and documentation experience.
Excellent attention to detail and ability to manage multiple projects simultaneously.
Excellent organizational skills.
Strong client-facing and communication skills (interacting with both investors and borrowers).
Presentational skills.
Team mentality.
Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.
Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do-from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.
At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it's like to work at CBRE, visit Life at CBRE
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
231604
Posted
07-Aug-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Loan Servicing
Location(s)
Liverpool - England - United Kingdom of Great Britain and Northern Ireland
LOAN SERVICES / LIVERPOOL
Loan Analyst
About the role
CBRE is seeking a Loan Analyst whose primary responsibility will be supporting the Asset Managers and Loan Administrator in all aspects of the servicing of allocated commercial real estate loans.
What you will be doing:
Service assigned commercial real estate loans in the UK and continental Europe and monitor their performance.
Provide general customer service to lenders, borrowers, and administration departments as per the financing documentation.
Manage the setup of new loans in the loan servicing system and maintain the currency and integrity of loan information.
Manage loan document files and document imaging.
Administration and bookkeeping of the transaction.
Set interest periods and reference rates applicable for each period.
Calculate amounts to be paid by borrowers and lenders in accordance with loan documentation (fees, interest, principal).
Execute payment instructions on each payment date according to the waterfall provided.
Liaise with designated Borrower Account Bank to ensure all signing and account access arrangements (via electronic banking) are in place to allow movement of funds on each IPD.
Maintain KYC information for all bank account signatories.
Provide assistance as required to Asset Managers in responding to borrower audit enquiries.
What you will need:
Solid experience in UK & European real estate finance sector.
Debt due diligence and transaction management expertise.
Execution and documentation experience.
Excellent attention to detail and ability to manage multiple projects simultaneously.
Excellent organizational skills.
Strong client-facing and communication skills (interacting with both investors and borrowers).
Presentational skills.
Team mentality.
Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.
Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do-from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.
At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it's like to work at CBRE, visit Life at CBRE
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Banking analyst Jobs in United Kingdom !
6
Loan Services Analyst - Manchester
London, London
CBRE
Posted today
Job Viewed
Job Description
Loan Services Analyst - Manchester
Job ID
231958
Posted
13-Aug-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Loan Servicing
Location(s)
London - England - United Kingdom of Great Britain and Northern Ireland
LOAN SERVICES / MANCHESTER
Loan Analyst
About the role
CBRE is seeking a Loan Analyst whose primary responsibility will be supporting the Asset Managers and Loan Administrator in all aspects of the servicing of allocated commercial real estate loans.
What you will be doing:
Service assigned commercial real estate loans in the UK and continental Europe and monitor their performance.
Provide general customer service to lenders, borrowers, and administration departments as per the financing documentation.
Manage the setup of new loans in the loan servicing system and maintain the currency and integrity of loan information.
Manage loan document files and document imaging.
Administration and bookkeeping of the transaction.
Set interest periods and reference rates applicable for each period.
Calculate amounts to be paid by borrowers and lenders in accordance with loan documentation (fees, interest, principal).
Execute payment instructions on each payment date according to the waterfall provided.
Liaise with designated Borrower Account Bank to ensure all signing and account access arrangements (via electronic banking) are in place to allow movement of funds on each IPD.
Maintain KYC information for all bank account signatories.
Provide assistance as required to Asset Managers in responding to borrower audit enquiries.
What you will need:
Solid experience in UK & European real estate finance sector.
Debt due diligence and transaction management expertise.
Execution and documentation experience.
Excellent attention to detail and ability to manage multiple projects simultaneously.
Excellent organizational skills.
Strong client-facing and communication skills (interacting with both investors and borrowers).
Presentational skills.
Team mentality.
Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.
Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do-from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.
At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it's like to work at CBRE, visit Life at CBRE
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
231958
Posted
13-Aug-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Loan Servicing
Location(s)
London - England - United Kingdom of Great Britain and Northern Ireland
LOAN SERVICES / MANCHESTER
Loan Analyst
About the role
CBRE is seeking a Loan Analyst whose primary responsibility will be supporting the Asset Managers and Loan Administrator in all aspects of the servicing of allocated commercial real estate loans.
What you will be doing:
Service assigned commercial real estate loans in the UK and continental Europe and monitor their performance.
Provide general customer service to lenders, borrowers, and administration departments as per the financing documentation.
Manage the setup of new loans in the loan servicing system and maintain the currency and integrity of loan information.
Manage loan document files and document imaging.
Administration and bookkeeping of the transaction.
Set interest periods and reference rates applicable for each period.
Calculate amounts to be paid by borrowers and lenders in accordance with loan documentation (fees, interest, principal).
Execute payment instructions on each payment date according to the waterfall provided.
Liaise with designated Borrower Account Bank to ensure all signing and account access arrangements (via electronic banking) are in place to allow movement of funds on each IPD.
Maintain KYC information for all bank account signatories.
Provide assistance as required to Asset Managers in responding to borrower audit enquiries.
What you will need:
Solid experience in UK & European real estate finance sector.
Debt due diligence and transaction management expertise.
Execution and documentation experience.
Excellent attention to detail and ability to manage multiple projects simultaneously.
Excellent organizational skills.
Strong client-facing and communication skills (interacting with both investors and borrowers).
Presentational skills.
Team mentality.
Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.
Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do-from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.
At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it's like to work at CBRE, visit Life at CBRE
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
This advertiser has chosen not to accept applicants from your region.
7
Analyst,Loan Management Services
London, London
MUFG
Posted 14 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
Please visit our website for more information - mufgemea.com.
**MAIN PURPOSE OF THE ROLE**
To act as an SME for the Loans portfolio handled by the Loans Middle Office. To ensure that facilities under the control and management of LMO are maintained accurately within the systems and controls available. Ensuring all facilities can be serviced and all drawings have been processed in a timely manner in accordance with MUFG policies (credit approvals, legal framework, current regulatory and compliance requirement) and procedures.
**KEY RESPONSIBILITIES**
**Essential Functions:**
Completion of daily obligations in accordance with Facility Agreements, Head Office rules, and regulations.
Responsible for the accurate input of work, and verification of transactions.
Provide assistance, as requested, to line management in the control of daily work flows to ensure timely completion of daily obligations.
Co-ordinate across Operations to ensure the deal is processed in a timely manner.
Daily monitoring of the triggers throughout the loan lifecycle via the system/diary notes to ensure the loan is serviced accordingly
Escalation to Line Management of any issues that may affect a particular facility or event.
Provide general support to facilitate the implementation of projects as and when necessary
Communicate and negotiate with a variety of Stakeholders, including Front Office, Lenders and Borrowers in order to administer events on a portfolio of loans.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Oversee the creation, or, give direction and guidance in the creation of control tools necessary to administer client facilities where the Banku2019s systems are considered inappropriate. This will ensure all transactions processed remain within the approved parameters and agreement of the facility.
Continually review and challenge processes and procedures to maximise efficiency and processes that allow highest possible facility usage with a view to maximising the revenue streams, in order to satisfy client and other stakeholderu2019s requirements.
Ensure the creation and flow of information is accurate and timely to enable Management and stakeholders to act appropriately.
Working with LMO Team Lead to achieve the short-term, medium-term, and long-term goals of the team
Responsible for working autonomously to resolve operational issues as they arise, and providing, where necessary, the implementation of preventative measures to avoid reoccurrence of incidents.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Operate as product specialist providing subject matter expertise where required.
Be at all times abreast and up to speed with market developments in relation to the product stream, and be instrumental in Change Management when required
**WORK EXPERIENCE**
As this is a Analyst position the candidate should possess:
Experience of working within a Financial Institution Middle Office / Control function.
Operational experience of loan products
Operational and administrative knowledge of the loan market.
Experience in reviewing loan agreements.
**SKILLS AND EXPERIENCE**
Bi-lingual Proficient in up-to-date standard practices relative to the products administered within, Loans markets
Proficient in the standard Microsoft Office suite (e.g. Outlook, MS Word, MS Excel)
**PERSONAL REQUIREMENTS**
Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
Please visit our website for more information - mufgemea.com.
**MAIN PURPOSE OF THE ROLE**
To act as an SME for the Loans portfolio handled by the Loans Middle Office. To ensure that facilities under the control and management of LMO are maintained accurately within the systems and controls available. Ensuring all facilities can be serviced and all drawings have been processed in a timely manner in accordance with MUFG policies (credit approvals, legal framework, current regulatory and compliance requirement) and procedures.
**KEY RESPONSIBILITIES**
**Essential Functions:**
Completion of daily obligations in accordance with Facility Agreements, Head Office rules, and regulations.
Responsible for the accurate input of work, and verification of transactions.
Provide assistance, as requested, to line management in the control of daily work flows to ensure timely completion of daily obligations.
Co-ordinate across Operations to ensure the deal is processed in a timely manner.
Daily monitoring of the triggers throughout the loan lifecycle via the system/diary notes to ensure the loan is serviced accordingly
Escalation to Line Management of any issues that may affect a particular facility or event.
Provide general support to facilitate the implementation of projects as and when necessary
Communicate and negotiate with a variety of Stakeholders, including Front Office, Lenders and Borrowers in order to administer events on a portfolio of loans.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Oversee the creation, or, give direction and guidance in the creation of control tools necessary to administer client facilities where the Banku2019s systems are considered inappropriate. This will ensure all transactions processed remain within the approved parameters and agreement of the facility.
Continually review and challenge processes and procedures to maximise efficiency and processes that allow highest possible facility usage with a view to maximising the revenue streams, in order to satisfy client and other stakeholderu2019s requirements.
Ensure the creation and flow of information is accurate and timely to enable Management and stakeholders to act appropriately.
Working with LMO Team Lead to achieve the short-term, medium-term, and long-term goals of the team
Responsible for working autonomously to resolve operational issues as they arise, and providing, where necessary, the implementation of preventative measures to avoid reoccurrence of incidents.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Operate as product specialist providing subject matter expertise where required.
Be at all times abreast and up to speed with market developments in relation to the product stream, and be instrumental in Change Management when required
**WORK EXPERIENCE**
As this is a Analyst position the candidate should possess:
Experience of working within a Financial Institution Middle Office / Control function.
Operational experience of loan products
Operational and administrative knowledge of the loan market.
Experience in reviewing loan agreements.
**SKILLS AND EXPERIENCE**
Bi-lingual Proficient in up-to-date standard practices relative to the products administered within, Loans markets
Proficient in the standard Microsoft Office suite (e.g. Outlook, MS Word, MS Excel)
**PERSONAL REQUIREMENTS**
Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.
8
Analyst,Loan Management Services
London, London
MUFG
Posted 14 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
Please visit our website for more information - mufgemea.com.
**MAIN PURPOSE OF THE ROLE**
To act as an SME for the Loans portfolio handled by the Loans Middle Office. To ensure that facilities under the control and management of LMO are maintained accurately within the systems and controls available. Ensuring all facilities can be serviced and all drawings have been processed in a timely manner in accordance with MUFG policies (credit approvals, legal framework, current regulatory and compliance requirement) and procedures.
**KEY RESPONSIBILITIES**
**Essential Functions:**
Completion of daily obligations in accordance with Facility Agreements, Head Office rules, and regulations.
Responsible for the accurate input of work, and verification of transactions.
Provide assistance, as requested, to line management in the control of daily work flows to ensure timely completion of daily obligations.
Co-ordinate across Operations to ensure the deal is processed in a timely manner.
Daily monitoring of the triggers throughout the loan lifecycle via the system/diary notes to ensure the loan is serviced accordingly
Escalation to Line Management of any issues that may affect a particular facility or event.
Provide general support to facilitate the implementation of projects as and when necessary
Communicate and negotiate with a variety of Stakeholders, including Front Office, Lenders and Borrowers in order to administer events on a portfolio of loans.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Oversee the creation, or, give direction and guidance in the creation of control tools necessary to administer client facilities where the Banku2019s systems are considered inappropriate. This will ensure all transactions processed remain within the approved parameters and agreement of the facility.
Continually review and challenge processes and procedures to maximise efficiency and processes that allow highest possible facility usage with a view to maximising the revenue streams, in order to satisfy client and other stakeholderu2019s requirements.
Ensure the creation and flow of information is accurate and timely to enable Management and stakeholders to act appropriately.
Working with LMO Team Lead to achieve the short-term, medium-term, and long-term goals of the team
Responsible for working autonomously to resolve operational issues as they arise, and providing, where necessary, the implementation of preventative measures to avoid reoccurrence of incidents.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Operate as product specialist providing subject matter expertise where required.
Be at all times abreast and up to speed with market developments in relation to the product stream, and be instrumental in Change Management when required
**WORK EXPERIENCE**
As this is a Analyst position the candidate should possess:
Experience of working within a Financial Institution Middle Office / Control function.
Operational experience of loan products
Operational and administrative knowledge of the loan market.
Experience in reviewing loan agreements.
**SKILLS AND EXPERIENCE**
Bi-lingual Proficient in up-to-date standard practices relative to the products administered within, Loans markets
Proficient in the standard Microsoft Office suite (e.g. Outlook, MS Word, MS Excel)
**PERSONAL REQUIREMENTS**
Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
Please visit our website for more information - mufgemea.com.
**MAIN PURPOSE OF THE ROLE**
To act as an SME for the Loans portfolio handled by the Loans Middle Office. To ensure that facilities under the control and management of LMO are maintained accurately within the systems and controls available. Ensuring all facilities can be serviced and all drawings have been processed in a timely manner in accordance with MUFG policies (credit approvals, legal framework, current regulatory and compliance requirement) and procedures.
**KEY RESPONSIBILITIES**
**Essential Functions:**
Completion of daily obligations in accordance with Facility Agreements, Head Office rules, and regulations.
Responsible for the accurate input of work, and verification of transactions.
Provide assistance, as requested, to line management in the control of daily work flows to ensure timely completion of daily obligations.
Co-ordinate across Operations to ensure the deal is processed in a timely manner.
Daily monitoring of the triggers throughout the loan lifecycle via the system/diary notes to ensure the loan is serviced accordingly
Escalation to Line Management of any issues that may affect a particular facility or event.
Provide general support to facilitate the implementation of projects as and when necessary
Communicate and negotiate with a variety of Stakeholders, including Front Office, Lenders and Borrowers in order to administer events on a portfolio of loans.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Oversee the creation, or, give direction and guidance in the creation of control tools necessary to administer client facilities where the Banku2019s systems are considered inappropriate. This will ensure all transactions processed remain within the approved parameters and agreement of the facility.
Continually review and challenge processes and procedures to maximise efficiency and processes that allow highest possible facility usage with a view to maximising the revenue streams, in order to satisfy client and other stakeholderu2019s requirements.
Ensure the creation and flow of information is accurate and timely to enable Management and stakeholders to act appropriately.
Working with LMO Team Lead to achieve the short-term, medium-term, and long-term goals of the team
Responsible for working autonomously to resolve operational issues as they arise, and providing, where necessary, the implementation of preventative measures to avoid reoccurrence of incidents.
Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental collaboration.
Operate as product specialist providing subject matter expertise where required.
Be at all times abreast and up to speed with market developments in relation to the product stream, and be instrumental in Change Management when required
**WORK EXPERIENCE**
As this is a Analyst position the candidate should possess:
Experience of working within a Financial Institution Middle Office / Control function.
Operational experience of loan products
Operational and administrative knowledge of the loan market.
Experience in reviewing loan agreements.
**SKILLS AND EXPERIENCE**
Bi-lingual Proficient in up-to-date standard practices relative to the products administered within, Loans markets
Proficient in the standard Microsoft Office suite (e.g. Outlook, MS Word, MS Excel)
**PERSONAL REQUIREMENTS**
Excellent communication skills
Results driven, with a strong sense of accountability
A proactive, motivated approach.
The ability to operate with urgency and prioritise work accordingly
Strong decision making skills, the ability to demonstrate sound judgement
A structured and logical approach to work
Strong problem solving skills
A creative and innovative approach to work
Excellent interpersonal skills
The ability to manage large workloads and tight deadlines
Excellent attention to detail and accuracy
A calm approach, with the ability to perform well in a pressurised environment
Strong numerical skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.
9