Loans Agency – Deal Onboarding Intermediate Analyst

Loans Agency – Deal Onboarding Intermediate Analyst

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.

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