Commercial Account Specialist – BCM Transaction Execution

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Oversee the complete documentation process and keep updated Excel trackers for deal pipelines and communications.

• Manage administrative, logistical, and regulatory workflow correspondence while ensuring adherence to policies and procedures.

• Address logistical challenges, process delays, and compliance matters.

• Facilitate the back-office deal lifecycle, encompassing newly issued securities, initial and final settlements, and accounting.

• Collaborate with internal deal teams, syndicate, and operations groups for deal approvals, execution, and reporting.

• Conduct callback verifications for syndicate members and manage approval workflows.

• Communicate with syndicate banks to confirm fee allocations, expenses, and receivables or payables.

• Coordinate deal-related wire transfers with syndicate banks and accounting, resolving any discrepancies.

• Partner with accounting on daily reporting and reserve requirements.

• Support internal reporting, expense tracking, submission, deal maintenance, and setup in the internal CRM system.

• Undertake special projects as assigned.

⛳️ Requirements

• A Bachelor's degree is required in Accounting, Finance, Economics, or Business.

• A minimum of 2 years of experience in accounting, finance, audit, or a related field.

• Strong analytical skills, meticulous attention to detail, and effective communication capabilities.

• Excellent organizational and multitasking skills to prioritize high-volume tasks and manage multiple moving parts.

• Strong interpersonal and relationship-building abilities.

• Familiarity with capital markets, deal origination workflows, high-volume transaction settlements, regulatory compliance tools, and Bloomberg is advantageous.

• Intermediate proficiency in Outlook and Excel spreadsheet software.

• Technologically adept with the capacity to learn new applications quickly.

• Ability to work during business hours, preferably based in the Eastern Time Zone.

🏝️ Benefits

• Comprehensive benefits programs that promote physical, financial, emotional, and social well-being.

• Eligibility for an incentive compensation plan based on company, line of business, and/or individual performance.