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Syndicated Loan Deal Closer
Syndicated Loan Deal Closer-January 2024
New York
Jan 19, 2025
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
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About Syndicated Loan Deal Closer

  Your role

  UBS AG is looking for a Deal Closer to join our Global Loan Services (GLS) team.

  GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination/loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations.

  • Manage a complex and diverse portfolio of corporate loan deals and ensure all activities are processed timely and accurately.

  • Collaborate with our internal and external stakeholders to close new corporate loan transactions and amendments to existing deals.

  • Review Credit Agreements and provide feedback for operational servicing feasibility.

  • Ensure all post close fees, revenue, and breaks are allocated and cleared.

  • Research and resolve problems/issues.

  • Coordination with, and oversight of, our offshore team and vendors.

  • Respond promptly to inquiries from internal business partners and external clients.

  • Manage various types of risk.

  • Cultivate system and process enhancements and industry initiatives.

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

  Disclaimer / Policy Statements

  UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  Your team

  In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. Role is based in either NYC or Stamford.

  To succeed our people must:

  • Drive the organization forward by working with purpose and passion.

  • Know what our Stakeholders want and need.

  • Support digital transformation

  Your expertise

  Corporate Loans Deal Closing experience is a must (5+ yrs)

  Other qualifications for this role include:

  • Detail oriented, high degree of accuracy

  • Client centric and able to effectively communicate both verbally and in writing.

  • Excellent interpersonal / customer service skills, attentiveness, information retention, tact and diplomacy in dealing with internal and external stakeholders.

  • Ability to multi-task and work in a dynamic, fast-paced environment and under pressure as needed.

  • Excellent analytical and mathematical skills.

  • Risk oriented and proactive with strong organizational skills.

  • Interested in digitalization and have an affinity with technology.

  • Technical aptitude with a drive to make processes more efficient and controls more robust through optimization and new technology (i.e., automation).

  • Understand of Operation, Financial and Market Risk.

  • Robotics - (Optional)

  • VBA - (Optional)

  • Alteryx - (Optional)

  About us

  UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

  We have a presence in all major financial centers in more than 50 countries.

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