The Role

Loans Documentation/ Loans Middle Office – Associate level: Boutique West End based Investment institution

Martis Search are representing a West End based, but global Investment institution to urgently hire a permanent “Loans Documentation/ Loans Middle Office – Associate level” to work within a busy department

Due to increasing volumes of Bilateral Loans trades, our client is needing someone who can bridge the gap between the Loans Operations team and Front Office regarding Loans Documentation matters.

Our client is looking for an SME Loans Documentation/ Loans Middle Office SME to join their team.

This is working in an excellent, small but growing Loans Operations department that offers excellent work-life balance and hybrid working.

The role will involve a range of different duties, but are not limited to:

Responsibilities

Operational Review of Legal Documentation

• Review draft facility agreements, security documents, and ancillary loan documentation to ensure operational feasibility and administrative accuracy
• Identify operational risks, inconsistencies, or impractical terms and provide clear, actionable feedback to Deal Teams and Legal
• Assess administrative clauses (interest mechanics, repayment terms, reporting requirements, covenants, notices) to ensure compatibility with internal systems and processes
• Recommend documentation adjustments to support efficient lifecycle management and minimise downstream operational issues

Collaboration with Deal Teams & Legal

• Work closely with Legal and deal team during drafting and negotiation to ensure operational considerations are incorporated
• Provide timely commentary on documentation to support alignment with credit approval terms
• Track documentation progress and ensure all operational requirements are addressed ahead of closing
• Participate in closing discussions and documentation reviews to ensure readiness for administration

Loan Administration & Closing Support

• Support the setup of new loan instruments, including bank account verification, system configuration, and onboarding of facility terms
• Review executed documentation to ensure completeness, accuracy, and consistency with negotiated terms
• Maintain safe custody of executed documents and ensure the document register is accurate and up to date

Lifecycle Event Oversight

• Monitor and administer lifecycle events such as interest periods, rate settings, principal and interest payments, and fee calculations
• Liaise with third‑party loan administrators to confirm rate settings, payment schedules, and accruals
• Track periodic reporting obligations and follow up with investees to obtain outstanding reports
• Produce reporting for Investment Teams on upcoming events, overdue items, and documentation‑related risks

The candidate

Background, skills, aptitude

Essential skills:

• Previous experience in loan administration, loan operations, or documentation support
• Strong understanding of loan facility structures, financial instruments, and operational mechanics
• Ability to interpret legal agreements and identify operational implications
• Highly organised, with strong follow‑up discipline and the ability to manage multiple documentation streams
• Exceptional attention to detail and accuracy
• Previous experience working with loan or portfolio administration systems, ideally eFront
• Proficient with Microsoft Office tools, particularly Excel

Desirable skills:

• Experience using Debt Domain or similar documentation platforms
• IOC or IMC qualification
• Candidates should be strongly motivated by BII’s development mission and ideally demonstrate some commitment to development or social goals through previous executive or non-executive activity.

You will experience within Administration, or Operations (i.e. Payment, Data, Client Services, Loans, Reporting) and be available to start asap.

The company offer a hybrid mix of “working-from-home” and also in-the-office, so you get the best of both worlds.

Responsibilities

Ongoing loan administration

• Perform administration duties related to initial investment transactions, e.g. bank account set up, call backs to confirm bank details and setting up the instrument
• Monitor, check and administer ongoing lifecycle events, processing interest and principal repayments, including invoicing
• Monitor for receipt of periodic reports from investees and produce reporting for Investment Teams on outstanding items. Where necessary, liaise with investees to obtain late reports
• Work with third party loan administrators in setting rates, interest dates, interest payments and accruals
• Monitor the team inbox, assisting with ad-hoc queries, analysis and reporting

Project support

• Work with the Loan Administration Team Leader as a Subject Matter Expert on the ‘eFront for Loans’ project
• Review facility documentation against existing system records to identify and address booking issues
• Conduct reconciliations to validate that new system functionality delivers expected results

The candidate background, skills, aptitude

Essential skills:

• Previous experience working in a loan administration function
• Strong knowledge of debt products and their key attributes
• Organised approach to ensure timely follow up on outstanding issues and identify appropriate action to be taken
• Attention to detail ensuring a high degree of accuracy for all deliverables
• Ability to multi-task and balance activities without losing sight of deadlines
• Previous experience working with loan or portfolio administration systems, ideally eFront
• Proficient with Microsoft Office tools, particularly Excel

Salary

Between £65,000 – £75,000 k pa, plus pension, healthcare and other benefits.