Transaction Operations Specialist

Job Description

Overview:
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Chatham's Real Estate Hedging Advisory team is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we're hiring Transaction Operations Specialists to play a key role in ensuring the smooth execution and documentation of hedging transactions. This role is critical to our ability to deliver operational excellence and scale our services efficiently.

You'll work at the intersection of client service, transaction management, and documentation-coordinating across internal teams as well as external clients and counter party banks to help execute financial hedges that mitigate risk for our clients.

• Coordinate pre- and post-trade documentation with clients and dealer banks.
• Enter transaction details and documentation into Chatham's proprietary transaction management system.
• Support the onboarding and ISDA documentation process, collaborating with internal legal experts and external stakeholders.
• Confirm and validate trade economics to ensure accuracy at execution and post-trade.
• Help clients ensure funds are properly settled on transaction dates.
• Monitor and report on key operational workflows: documentation status, deal pipeline, client communications, and deadlines.
• Collaborate with our central operations team to meet compliance requirements, including KYC and AML protocols.
• Review loan agreements to extract and interpret economic terms relevant to hedge structuring.
• Stay current on derivatives regulations and provide process guidance related to compliance and trade execution.
• Contribute to training initiatives by sharing knowledge of documentation standards and regulatory requirements.

• Delivering timely and accurate transaction execution support to internal teams and clients.
• Enhancing the scalability and efficiency of trade operations.
• Developing subject matter expertise in derivatives documentation, operations, and regulatory processes.
• Growing into a trusted partner for internal stakeholders, clients, and counter party banks.

• Strong organizational skills and a proactive mindset.
• Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment.
• Excellent communication skills-both written and verbal.
• Comfort with numbers and the ability to quickly learn financial terminology.
• A collaborative and flexible approach to problem-solving and process improvement.

• At least 2 years of professional experience in operations, finance, documentation, or client service.
• Background in bank operations or as a paralegal is a plus.
• Experience improving or managing processes in a team setting.
• A degree in any field. Finance is not required, but quantitative comfort is important.

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day.

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Chatham Financial is an equal opportunity employer.