Loans Agency – Deal Onboarding Intermediate Analyst

Loans Agency – Deal Onboarding Intermediate Analyst

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Citibank (Switzerland) AG

At a Glance

  • Tasks: Support onboarding of syndicated loans and ensure accurate setup in Loan IQ.
  • Company: Join Citi, a global financial institution with a mission to enable growth.
  • Benefits: Generous holiday allowance, competitive salary, private medical insurance, and more.
  • Other info: Hybrid working model with a supportive and inclusive workplace culture.
  • Why this job: Gain in-depth knowledge of financial services and tackle new challenges daily.
  • Qualifications: Experience in loan operations and strong attention to detail required.

The predicted salary is between 40000 - 50000 £ per year.

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Lending Operations Team. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Loans Agency – Deal Onboarding Intermediate Analyst is a growing professional role. Applies knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Supports and assists Integrates subject matter and industry expertise within a defined area.

What you will do

  • Support the onboarding of syndicated loan facilities within the assigned portfolio, ensuring accurate setup in line with internal standards and credit documentation.
  • Assist in the preparation and input of new deals and facilities into Loan IQ, ensuring completeness and accuracy prior to senior review and authorisation.
  • Review Loan Agreements and Facility Summaries to extract key operational requirements, funding mechanics, and Agency obligations.
  • Perform detailed checks of drawdown notices and funds flow instructions to ensure alignment with deal documentation and internal procedures.
  • Highlight key risks or discrepancies for Transaction Management (TM) and senior colleagues.
  • Support funding activities by validating transaction details, sequencing requirements, and conditions precedent.
  • Identify and escalate documentation or operational issues to senior team members for review and resolution.
  • Maintain and update loan-related static data within Loan IQ, ensuring ongoing data integrity.

Secondary Loan Transfers

  • Process secondary loan transfers in accordance with established procedures and deal provisions.
  • Record and track transfer certificates and ensure all required documentation is complete.
  • Validate transfer details prior to submission for review/approval.
  • Coordinate with the KYC Onboarding team to support completion of regulatory requirements.
  • Liaise with counterparties to coordinate settlement dates and support timely execution of transfers.

Primary Syndication Support

  • Support coordination with Front Office and Agency teams on primary syndication activities.
  • Assist in ensuring all KYC requirements are completed and static data is set up accurately.
  • Provide regular status updates to management and highlight any delays or issues.
  • Assist in managing large lender syndications, ensuring all operational steps are actioned and tracked.
  • Support coordination of settlement timelines via ClearPar and follow up to ensure deadlines are met.

What we’ll need from you

  • Previous relevant experience in loan operations / agency / syndicated loans.
  • Hands-on experience with Loan IQ.
  • Strong attention to detail with ability to work under supervision in a controlled environment.
  • Good understanding of syndicated loan lifecycle and documentation.
  • Bachelor’s/University degree or equivalent experience.

What we can offer you

This is a role that'll offer you the opportunity to build an in-depth knowledge of financial services operations. Every day there will be new business challenges that will help you develop new skills that can drive your career. We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

  • Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
  • A discretional annual performance related bonus.
  • Private medical insurance packages to suit your personal circumstances.
  • Employee Assistance Program.
  • Pension Plan.
  • Paid Parental Leave.
  • Special discounts for employees, family, and friends.
  • Access to an array of learning and development resources.

Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Loans Agency – Deal Onboarding Intermediate Analyst employer: Citibank (Switzerland) AG

Citi is an exceptional employer that prioritises employee well-being and professional growth, offering a dynamic work environment in London with a hybrid working model. With generous benefits including a competitive salary, extensive holiday allowance, and comprehensive health insurance, Citi fosters a culture of inclusivity and support, empowering employees to thrive while making a positive impact on the community.

Citibank (Switzerland) AG

Contact Details:

Citibank (Switzerland) AG Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Loans Agency – Deal Onboarding Intermediate Analyst

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Citibank (Switzerland) AG. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Loans Agency – Deal Onboarding Intermediate Analyst

Analytical Skills
Problem-Solving Skills
Attention to Detail
Loan IQ
Syndicated Loan Lifecycle Knowledge
Documentation Review
Data Integrity Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citibank (Switzerland) AG.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Citibank (Switzerland) AG's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Citibank (Switzerland) AG

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citibank (Switzerland) AG.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Citibank (Switzerland) AG will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Citibank (Switzerland) AG employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.