Deep understanding of syndicated loans, bilateral loans, and secondary loan trading. * Well-versed ... Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar. * Strong Excel skills ...
Deep understanding of syndicated loans, bilateral loans, and secondary loan trading. * Well-versed ... Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar. * Strong Excel skills ...
Operations Associate, Private Debt
Boston, MA · On-site
$72K - $130K/yr
Medical
Life
Retirement
PTO
Loan Servicing: * Lead daily trade activity by contributing to the settlement of Primary and Secondary trades with counterparties utilizing WSO, ClearPar, and BlackMountain systems * Interact daily ...
Operations Associate, Private Debt
Boston, MA · On-site
$72K - $130K/yr
Medical
Life
Retirement
PTO
Loan Servicing: * Lead daily trade activity by contributing to the settlement of Primary and Secondary trades with counterparties utilizing WSO, ClearPar, and BlackMountain systems * Interact daily ...
Senior Private Markets Operations Associate
Dallas, TX · On-site
$110K/yr
Oversee loan lifecycle events: drawdowns, repayments, interest calculations, restructurings ... Systems literacy: experience with platforms such as WSO, G-Treasury, or similar; SQL proficiency ...
Senior Private Markets Operations Associate
Dallas, TX · On-site
$110K/yr
Oversee loan lifecycle events: drawdowns, repayments, interest calculations, restructurings ... Systems literacy: experience with platforms such as WSO, G-Treasury, or similar; SQL proficiency ...
Senior Associate, Loan Operations
Union, NJ · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
Union, NJ · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
Los Angeles, CA · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
Los Angeles, CA · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Private Markets Operations Associate
Dallas, TX · On-site
$110K/yr
Oversee loan lifecycle events: drawdowns, repayments, interest calculations, restructurings ... Systems literacy: experience with platforms such as WSO, G-Treasury, or similar; SQL proficiency ...
Quick apply
Senior Private Markets Operations Associate
Dallas, TX · On-site
$110K/yr
Oversee loan lifecycle events: drawdowns, repayments, interest calculations, restructurings ... Systems literacy: experience with platforms such as WSO, G-Treasury, or similar; SQL proficiency ...
Senior Associate, Loan Operations
Dallas, TX · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
Dallas, TX · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
New York, NY · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
New York, NY · Hybrid
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
PMO / Delivery Support - Asset Management Firm (Private Credit) - 12 month contract
Manhattan, NY · On-site
$154K - $154K/yr
Nice to have: exposure to Private Credit, Syndicated Loans, CLOs, Real Estate/Infrastructure (debt ... WSO, Allvue/Black Mountain, Geneva, VPM, SkyRoad, PAM, or Oxane. We'd also value experience ...
PMO / Delivery Support - Asset Management Firm (Private Credit) - 12 month contract
Manhattan, NY · On-site
$154K - $154K/yr
Nice to have: exposure to Private Credit, Syndicated Loans, CLOs, Real Estate/Infrastructure (debt ... WSO, Allvue/Black Mountain, Geneva, VPM, SkyRoad, PAM, or Oxane. We'd also value experience ...
Senior Associate, Loan Operations
Los Angeles, CA · On-site
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Senior Associate, Loan Operations
Los Angeles, CA · On-site
Medical
Dental
Vision
Retirement
PTO
... loans as well as the interrelationship with agent banks What Sets You Apart * Advent Geneva experience a plus * Knowledge of WSO, LoanSERV and Clearpar a plus * Strong written and verbal ...
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
Analyst / Senior Analyst - Credit Operations & Portfolio Monitoring (Private Equity Fund Accounting)
Manhattan, NY · On-site
Liaise with loan agents and counterparties to track payments, ensure KYC requirements are met, and ... Experience with systems such as Wall Street Office (WSO), Allvue, or similar portfolio management ...
Analyst / Senior Analyst - Credit Operations & Portfolio Monitoring (Private Equity Fund Accounting)
Manhattan, NY · On-site
Liaise with loan agents and counterparties to track payments, ensure KYC requirements are met, and ... Experience with systems such as Wall Street Office (WSO), Allvue, or similar portfolio management ...
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
New
Develop and maintain expertise across key loan and investment systems, including Trade Capture, WSO ... Knowledge of syndicated bank loans, CLO structures, settlements, trustee reporting, or investment ...
New
Finance Operations Associate
Chicago, IL · On-site
$100K - $105K/yr
Medical
Dental
Vision
Life
Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting ... Maintain pricing models used by deal teams to analyze return and leverage projections for loan ...
Quick apply
Finance Operations Associate
Chicago, IL · On-site
$100K - $105K/yr
Medical
Dental
Vision
Life
Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting ... Maintain pricing models used by deal teams to analyze return and leverage projections for loan ...
AVP, Private Assets Operations - Private Credit at Aflac, Incorporated New York, NY
Manhattan, NY · On-site
$80 - $175/hr
Medical
Dental
Vision
Retirement
PTO
Familiarity with WSO or similar loan systems is preferred. * Understanding of private assets attributes and operational life cycle. Non-Technical Skills * Develops clear goals and execution plan that ...
AVP, Private Assets Operations - Private Credit at Aflac, Incorporated New York, NY
Manhattan, NY · On-site
$80 - $175/hr
Medical
Dental
Vision
Retirement
PTO
Familiarity with WSO or similar loan systems is preferred. * Understanding of private assets attributes and operational life cycle. Non-Technical Skills * Develops clear goals and execution plan that ...
Client Accounting Supervisor - Alternatives
Boston, MA · On-site
$70K - $100K/yr
... loan documents, prime brokerage statements, Markit WSO reporting, and client's supplemental reporting * Work with clients to solve complex problems, including but not limited to equalization, IRR ...
Client Accounting Supervisor - Alternatives
Boston, MA · On-site
$70K - $100K/yr
... loan documents, prime brokerage statements, Markit WSO reporting, and client's supplemental reporting * Work with clients to solve complex problems, including but not limited to equalization, IRR ...
Client Accounting Supervisor - Alternatives
Boston, MA · On-site
$70K - $100K/yr
... loan documents, prime brokerage statements, Markit WSO reporting, and client's supplemental reporting * Work with clients to solve complex problems, including but not limited to equalization, IRR ...
Client Accounting Supervisor - Alternatives
Boston, MA · On-site
$70K - $100K/yr
... loan documents, prime brokerage statements, Markit WSO reporting, and client's supplemental reporting * Work with clients to solve complex problems, including but not limited to equalization, IRR ...
Senior Associate, Investment Operations - Global Asset Servicing
New York, NY · On-site
Medical
Dental
Vision
Life
Retirement
This rolewill involve servicing loans within WSO and helping to oversee our reconciliations in relation to all servicing activities, including corporate actions, capital calls, restructures, loan ...
Senior Associate, Investment Operations - Global Asset Servicing
New York, NY · On-site
Medical
Dental
Vision
Life
Retirement
This rolewill involve servicing loans within WSO and helping to oversee our reconciliations in relation to all servicing activities, including corporate actions, capital calls, restructures, loan ...
Structured Credit Services - CLO Specialist
Santa Ana, CA · Hybrid
$85K - $146K/yr
Medical
Retirement
PTO
You must have a deep understanding of Bank Loans, Collateralized Loan Obligations (CLOs) and other ... Familiar with Solvas or Wall Street Office (WSO) * The ability to work under pressure, handle ...
Structured Credit Services - CLO Specialist
Santa Ana, CA · Hybrid
$85K - $146K/yr
Medical
Retirement
PTO
You must have a deep understanding of Bank Loans, Collateralized Loan Obligations (CLOs) and other ... Familiar with Solvas or Wall Street Office (WSO) * The ability to work under pressure, handle ...
Wso Loans information
See salary details
$9.13 - $13.83
17% of jobs
$14.79 is the 25th percentile. Wages below this are outliers.
$13.83 - $18.53
39% of jobs
$18.53 - $23.23
7% of jobs
$23.23 - $27.93
3% of jobs
$27.93 - $32.63
1% of jobs
$32.63 - $37.33
6% of jobs
$37.91 is the 75th percentile. Wages above this are outliers.
$37.33 - $42.02
4% of jobs
$42.02 - $46.72
1% of jobs
$46.72 - $51.42
7% of jobs
$51.42 - $56.12
2% of jobs
$56.12 - $60.82
11% of jobs
$9
$28
$60
How much do wso loans jobs pay per hour?
What are the key skills and qualifications needed to thrive as a loan officer, and why are they important?
What is the difference between Wso Loans vs Mortgage Loan Officer?
| Aspect | Wso Loans | Mortgage Loan Officer |
|---|---|---|
| Credentials | Typically requires licensing, mortgage-specific certifications | Requires mortgage licensing (e.g., NMLS), certifications often preferred |
| Work Environment | Financial institutions, online platforms, loan offices | Bank branches, mortgage broker offices, online |
| Industry Usage | Loan origination, financial services | Real estate, banking, mortgage lending |
| Search/Comparison Intent | Loan options, approval process, lender comparison | Mortgage products, application process, lender comparison |
Wso Loans and Mortgage Loan Officers both operate within the lending industry and often require similar licensing. Wso Loans typically refer to specific loan products or platforms, while Mortgage Loan Officers focus on guiding clients through mortgage applications. Both roles involve client interaction, financial analysis, and compliance with industry regulations, but their primary focus and work environments differ slightly.
What are some common challenges faced by professionals working in loan origination at WSO Loans, and how can they effectively address them?
What are WSO loans?
What cities are hiring for Wso Loans jobs?
Cities with the most Wso Loans job openings:
What states have the most Wso Loans jobs?
States with the most job openings for Wso Loans jobs include:
What job categories do people searching Wso Loans jobs look for?
The top searched job categories for Wso Loans jobs are:

Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Note: Fidelitywill not provide immigration sponsorship forthis position.
The Role
The Associate Analyst, Bank Debt will perform and review all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.
- Resolve escalated issues, which could have significant impact on daily operations.
- Provide exceptional service to various business partners.
- Participate in future project opportunities and facilitate change in a rapidly developing environment.
- Assist with development and review for new and/or changes to departmental policies and procedures.
- Collaborate within team environment to successfully manage daily work volumes and quality standards.
- Lead team members through daily work and providing oversight as well as training newer associates on tasks.
The Expertise and Skills You Bring
- Bachelor's degree preferred but not required.
- Financial services industry experience.
- Deep understanding of syndicated loans, bilateral loans, and secondary loan trading.
- Well-versed with LSTA/LMA standards and documentation.
- Expertise in trade capture, confirmation, settlement, and reconciliation.
- Understanding of delayed compensation rules and settlement timelines.
- Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar.
- Strong Excel skills (VLOOKUP, pivot tables, macros); familiarity with workflow tools (e.g., Alteryx, Tableau, Power BI) is a plus.
The Team
As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, the ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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