Transaction Management Unit Manager x2

Job Description

To independently implement and manage a range of complex Structured Corporate Loan transactions as intended by the loan agreement, in support of the IB business and Wholesale Clients clients'.

Qualifications

Minimum Qualification: 

• First Degree in Business Commerce

Experience Required :

• 5 - 7 years experience in Operations
• A track record adding value and delivering professional, client centric service to internal and /or external clients preferred.
• Experience working within Transaction Management in Financial Services supporting the Investment Banking business, demonstrating relevant knowledge of Investment Banking Debt Products, the financial instruments managed by Wholesale Clients TMU and the ability to interpret related legal agreements.

Key Outputs :

• Actively monitor, identify, investigate, resolve and / or escalate complex issues relating to the deal throughout the life of each live transaction and regularly communicate with stakeholders in order to maintain appropriate positions and efficient operations, ensure the transaction terms and conditions are adhered to by the client and / or third parties, provide a high-quality service, and mitigate operational risk.
• Collect and lodge all transaction collateral documentation (e.g. legal agreements, security agreements, share certificates) with the Collateral team for safe keeping and feed downstream calculations for capital management and credit risk mitigation. Coordinate with Legal, Credit and Collateral to approve and authorise various collateral (security) releases.
• Consult stakeholders, provide relevant operational expertise regarding complex Structured Loan transaction operational requirements into cross-functional enablement teams, provide approvals and participate in post product deployment reviews, to ensure the effective operation of new product development and smooth activations.
• Coordinate and inform stakeholders of the transaction close out when it reaches maturity, to ensure stakeholders are aligned, Wholesale Clients records are reliable and valid, and the capital management process is well supported. Where applicable, provide instructions to release all required collateral.
• Create complex transactions on ACBS based on the salient features from the legal agreement to create an accounting record, enable the ongoing administration, monitoring and management of the facility and to facilitate ongoing reporting requirements.

 

Additional Information

Salary banding

GBP 60,000 to GBP 70,000

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Examining Information
• Interacting with People
• Interpreting Data

Technical Competencies:

• Financial Accounting
• Financial Statement Analysis
• Legal Administration
• Risk Awareness
• Risk Identification

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