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Capital Markets Operations Associate
Banking operations processing
Permanent contract
Montreal, Quebec, Canada
Hybrid
Reference 25000M90
Start date Immediately
Publication date 2025/10/27
Responsibilities
- Prepare and complete the Agency Team Closing Checklist for new deals & amendments.
- Management of deals throughout life of deal (i.e. amendments, terminations)
- Monitor all drawdown activity to ensure sufficient availability by reviewing the Borrowing Request notice, Borrowing Base report & related documents (i.e. Borrowing Base Certificate, Compliance Certificate).
- Create & monitor required covenants for each deal and ensure completeness.
- Collaborate with the Transaction Management and Life Cycle Management teams within the Capital Markets Finance Operations team.
- Coordinate deal closings/amendments with the Distribution & Credit Solutions (DCS) & Credit Portfolio Management (CPM) teams.
- Manage client requests and ensure swift resolution
- Manage deal site for Agency Team
- Assist with the build out of the Agency Team within the Capital Markets Finance Operations team.
SKILLS AND EXPERIENCE NEEDED:
TECHNICAL SKILLS
Required/Must have:
- Excel (Advanced)
- Microsoft Office
- High level of accuracy
Desired/Plus:
- Knowledge of Fund Financing business lines
- Understanding of Loan IQ operating system
- Basic understanding of financial accounting principles
COMPETENCIES
Required/Must have:
- Strong analytical skills
- Good communication and writing skills
- High computer aptitude
- Orientation to details and deadlines
- Must be able to work under pressure and manage time efficiently to meet daily deadlines
- Strong organizational skills and ability to multi-task with minimal follow-up
- Problem solving abilities
- Professionalism in interacting with clients and management
- High degree of organizational skills
- Teamwork
- Willingness to cross-train on several varied functions
Desired/Plus:
- Ability to promptly escalate Operational Risk issues
- Flexibility - Adaptability
PRIOR WORK EXPERIENCE
Required/Must have:
3-5 years experience in financial operations
Desired/Plus:
Work experience in Operations or related field a plus EDUCATION Required/Must have:
Profile required
LANGUAGE:
Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.
Why join us
OUR BENEFITS:
WHAT WE DO DIFFERENTLY AT SOCIÉTÉ GÉNÉRALE
Competitive compensation & benefits offering, including but not limited to:
- Minimum of 20 Vacation days + 4 personal days
- Supportive Maternity, paternity, parental and adoption leave policy
- Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.
- A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others)
Business insight
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.
OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our Diversity & Inclusion Vision:
- Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
- Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
- Engage our community and marketplace, and position the organization to meet the needs of all its clients
For more information about our D&I initiatives, please visit this link
HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable business lines will determine and communicate the work arrangements that best meet their business needs.
Diversity and Inclusion
Societe Generale is an equal opportunity employer and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
We strive to write our postings as inclusively as possible. If, however, one gender is used alone in this display, it designates persons of all gender identities.
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Capital Markets Operations Associate
Permanent contract
Montreal, Quebec, Canada
Hybrid
Responsibilities Profile required Why join us Business insight Diversity and Inclusion
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