The posting
Job Description
This role will partner closely with business stakeholders, operations teams, technology teams, and project managers to gather requirements, analyze workflows, define solutions, and support successful delivery of LoanIQ-related enhancements and projects.
Key Responsibilities
- Serve as a Business Analyst for LoanIQ platform initiatives, including enhancements, upgrades, integrations, and operational process improvements.
- Partner with stakeholders across loan operations, middle office, front office, finance, risk, compliance, and technology to gather and document business requirements.
- Analyze current-state workflows and define target-state processes for syndicated loans, bilateral loans, agency lending, loan servicing, and trade lifecycle activities.
- Translate business needs into clear functional requirements, user stories, process flows, data mappings, and acceptance criteria.
- Support end-to-end project delivery, including requirements gathering, solution design, testing, implementation, and post-production support.
- Work with technology teams to ensure business requirements are understood and accurately implemented.
- Facilitate workshops, requirement review sessions, and stakeholder meetings.
- Support LoanIQ configuration, data analysis, reporting, interface validation, and system integration activities.
- Assist with testing activities, including test strategy, test case preparation, user acceptance testing, defect triage, and regression testing.
- Identify process gaps, operational risks, and opportunities for automation or efficiency improvements.
- Collaborate with project managers to track deliverables, risks, issues, dependencies, and milestones.
- Support change management efforts, including training materials, user guides, and business readiness activities.
- Ensure solutions align with internal controls, regulatory expectations, and banking industry best practices.
Required Qualifications
- 7+ years of professional experience as a Business Analyst, Functional Analyst, or similar role within banking, financial services, or capital markets.
- Hands-on experience working with LoanIQ in a business analysis, operations, implementation, or technology delivery capacity.
- Strong understanding of the commercial loan lifecycle, including deal setup, funding, drawdowns, rollovers, repayments, interest and fee processing, amendments, and servicing.
- Experience with syndicated loans, leveraged finance, agency lending, bilateral lending, or loan trading workflows.
- Ability to document detailed business requirements, functional specifications, data flows, process maps, and test scenarios.
- Strong analytical, problem-solving, and stakeholder management skills.
- Experience supporting UAT, defect management, and production implementation.
- Ability to work effectively with cross-functional teams including business users, operations, technology, QA, and project management.
- Excellent verbal and written communication skills.
- Strong proficiency with Microsoft Office tools, including Excel, PowerPoint, Visio, and Word.
Preferred Qualifications
- Prior experience in an investment bank, corporate bank, commercial bank, or global financial institution.
- Experience with LoanIQ upgrades, migrations, integrations, or large-scale transformation programs.
- Knowledge of front-to-back loan processing across front office, middle office, back office, finance, and risk.
- Familiarity with loan accounting, general ledger postings, reconciliations, and regulatory reporting.
- Experience working with Agile, Waterfall, or hybrid project delivery methodologies.
- Exposure to SQL, data analysis, APIs, system interfaces, or reporting tools.
- Knowledge of regulatory, compliance, and control requirements relevant to lending products.
- Experience with JIRA, Confluence, SharePoint, ServiceNow, or similar project/documentation tools.
Primary Location Full Time Salary Range of $175,000 - $200,000.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
