Loan Administration Team Leader, Investment Operations

at  British International Investment

Reporting to:
Head of Portfolio Administration
Location:
BII plc, 123 Victoria Street, London, SW1E 6DE
Duration:
Permanent

BACKGROUND, SKILLS, APTITUDE

• Experience as a team leader within a loan administration function at a financial institution
• In-depth technical knowledge and expertise of debt products
• In-depth technical knowledge and expertise on loan administration processes and loan agreements
• In-depth understanding of loan administration systems, ideally eFront and Debt Domain
• Ability to multi-task and balance team activities without losing sight of deadlines, processing transactions in an accurate and timely manner
• Ability to proactively consult with a wide range of stakeholders and work with them to find solutions that satisfy a number of issues
• Ability to develop and implement solutions to improve processes and systems across the team
• Expert ability to navigate excel to identify and gather relevant information and able to present data in understandable ways for senior audiences
• Experience working with emerging markets, particularly India, would be advantageous
• Candidates should be strongly motivated by BII’s development mission and ideally demonstrate some commitment to development or social goals through previous executive or non-executive activity.

PURPOSE

The Investment Operations team is made up of two groups:

• Data Management – responsible for ensuring investment related data is appropriate, accurate and consistent. Responsible for implementation and development of the Data Governance Policy.
• Portfolio Administration – responsible for ensuring all transactions are processed in a timely manner and recorded accurately. Responsible for ensuring BII’s portfolio of investments is monitored for lifecycle events and administered effectively and efficiently.

This role will sit within the Portfolio Administration team and focus on debt and trade and supply chain finance investments.
The Loan Administration Team Leader will organise the day-to-day work to ensure that all loan and trade and supply chain finance transactions are processed in an accurate and timely manner, providing expertise and guidance on loan transactions and documentation. They will lead on process improvements to ensure the team’s work is delivered in a controlled and efficient manner, deputising for the Head of Portfolio Administration on change projects focused on BII’s debt portfolio.

RESPONSIBILITIES

Provide a bullet point list of the responsibilities and duties of this job.

• Team leader for Loan Administration
• Manage priorities and workloads for themselves and other team members, ensuring deliverables are completed on time and to a high quality
• Work with third party loan administrators in setting rates, interest dates, interest payments and accurals
• Collaborate with BII’s legal and investment teams on all operational aspects of debt documentation
• Manage the investment closing process for all debt investments
• Monitor receipt of covenant reporting information
• Provide reporting on BII’s debt portfolio
• Be an advisor to the wider company on the debt portfolio
• Identify and implement improvements to existing processes, ensuring process documentation is thorough and complete