Senior Analyst

Analyst – Wealth Credit Transaction Management (2–5 years)

Primary Roles & Responsibilities

·       Support end-to-end transaction lifecycle activities for UHNIs across Wealth Credit Product – Securities (Margin/Lombard) Lending, Real Estate backed Lending (CRE), Tailored (Structured) Lending, Professional Practice Financing.

·       Deal/Facility setup support, documentation checks, system data validation, and post-disbursement monitoring.

·       Review and validate credit approval memoranda, term sheets, and credit agreements to ensure alignment with approved terms and operational readiness.

·       Assist with facility setup and booking readiness across lending platforms, ensuring data accuracy and completeness.

·       Perform covenant and collateral monitoring, including LTV checks, margin monitoring, documentation tracking, and exception identification.

·       Support data quality checks, reconciliations, and remediation activities linked to internal and regulatory reporting requirements.

·       Work under defined maker–checker controls and adhere to governance, audit, and documentation standards.

Experience & Skill Set Required

• 2–5 years of experience in transaction management, loan operations, or credit operations, preferably within Wealth Management / Private Banking or secured lending portfolios.


• Sound understanding of wealth loan products, credit policies and processes; documentation requirements, risk systems including loan origination, limits and exposure management and legal documentation frameworks.


• Familiarity with loan processing platforms (e.g., Loan IQ, Flexcube, AFS, or similar) and credit documentation.


• Understanding of credit risk parameters including covenants tracking, collateral Monitoring, Margin requirements and post-close monitoring processes.

Strong attention to detail, documentation discipline, and ability to operate in control-driven environments.