Trade Support Associate I

Join the Commercial & Investment Bank'sLoan Trading team and help transform operations through innovation, process improvement, and strategic change.

Partner across teams to enhance efficiency, strengthen controls, and deliver business impact.

Job description

As a Business Initiative Associate in the Commercial & Investment Bank's Loan Trading team, you will promote process optimization, business transformation, and operational excellence across Loan Trading.

Working closely with Operations, Technology, Product, Controls, and Business Resiliency partners, you will identify opportunities using structured analysis, translate them into clear requirements and prioritized initiatives, and drive end-to-end execution to improve efficiency, strengthen controls, mitigate risk, and support strategic business objectives.

This position is ideal for a proactive professional who enjoys solving complex operational challenges, leading change initiatives, and delivering scalable solutions in a fast-paced environment.

Job responsibilities


* Identify process gaps, inefficiencies, and operational risks within Loan Trading Operations and recommend sustainable solutions.


* Lead and support business initiatives focused on process optimization, automation, and operational excellence.


* Partner with Technology and Product teams to design, prioritize, and implement strategic enhancements.


* Gather stakeholder feedback to identify pain points and drive continuous improvement initiatives.


* Evaluate operational risks and collaborate with Control partners to implement effective mitigating controls.


* Support business resiliency activities by maintaining and enhancing continuity and recovery plans.


* Ensure operational procedures are accurately documented, regularly reviewed, and aligned with current practices.


* Maintain and oversee Role-Based Access Control (RBAC) governance and policy adherence.


* Monitor initiative progress, remove obstacles, and drive timely execution of deliverables.


* Promote a culture of continuous improvement, innovation, and operational discipline.

Required qualifications, capabilities, and skills


* Bachelor's degree or equivalent professional experience.


* Over three years of expertise in syndicated loan operations, business management, process improvement, project execution, or related disciplines.


* Proficient understanding of syndicated loan processing and familiarity with industry platforms such as Loan IQ and ClearPar.


* Strong analytical and problem-solving abilities, with a proven capacity to identify root causes and deliver effective solutions.


* Demonstrated experience managing multiple priorities and successfully driving initiatives to completion.


* Proven track record of leading cross-functional projects and workstreams end-to-end, including planning, milestone tracking, dependency management, stakeholder communication, and delivery.


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