Transaction Management Consultant

To represent the Bank as Lender post deal implementation and to be responsible for the cradle to grave management of a portfolio of structured & vanilla debt transactions, including Jibar to Zaronia transition 

Responsibilities

Responsibility for managing a discrete portfolio of clients in asset finance transactions. The key responsibilities are as follows:

Execute consents, amendment and waiver requests 

·       Transaction Manager to ensure that a solid understanding of loan agreements and deal structure is adopted and maintained

·       Ensure client requests are clearly understood and impact thereto as part of request assessment

·       Provide thorough summaries and motivations to credit when seeking credit approvals

·       Proactive engagement with credit, legal, product and coverage teams in resolving client’s requests

·       Ensure that the required internal credit, product and legal approvals are received prior to communicating the banks approval to external clients and or Agent banks

·       Effective communication to Agent banks and clients on requests

·       Alert internal teams on a need-to-know basis where these approvals may impact them e.g. Middle Office, Product Control Group, Trading team where facility has been extended or re-priced. Critical to understand public vs private teams so that we know what information can be shared between teams.

 
A point of reference for MO, Ops, Credit, IBD, Portfolio and Agent Banks and Borrower including the production of required management information 
• Assist internal teams with adhoc requests pertaining to portfolio
• Assist in producing management reports for the Transaction Management portfolio

Attendance of client site visits and lender meetings for the respective portfolio 

·       Accompany coverage and product bankers on external and internal client meetings and site visits

·       Produce summary notes of meetings for internal team purposes

·       Be an active participant in these meetings and proactively contribute to resolutions of issues hereto

Ensuring clients adhere to their information and financialundertakings pursuant to the finance documents including a review of the information undertakings 

·       Ensure that the transaction mangers deal portfolio is reviewed for accuracy & completeness for all information and reporting obligations that should be captured on FLOW or a similar IT tool for the business.

·       Timeous requesting of information undertakings from clients and or Agent banks on syndicated deals and keeping Credit and Export Credit Agency appraised of status.

·       Baring financial undertakings, all other information undertakings e.g. Lenders technical advisor & operator reports must be thoroughly reviewed and issues escalated to product or credit teams accordingly.

 
Ongoing notifications to the Middle Office (MO) pertaining to margin ratchets
• Utilise the relevant system to diarise margin ratchets.
• Diarising alerts to be created for deals where credit rating-related pricing ratchets apply.
• Upon review of the compliance certificate or rating alert, to advise MO of margin increase to the extent applicable.
• Proactive engagement with Trader to ensure there is a clear communication and understanding so that client loan requests are executed effectively.

 | Background and experience required: -       Years of Experience -       Industry Experience |
-        A solid understanding of Investment Banking Debt Products
-        3 years of experience within Investment Banking preferably within structured debt products e.g. Asset Base Finance, Mezzanine debt etc
-        A solid understanding of credit and loan documents is preferred.
-        Previous transaction management experience specifically pertaining to executing waivers & amendments to debt transactions.
-        Transaction Management experience relating to Asset and Funding model building, including remediation of cash breaks. 

 | Must-have Skills (Mandatory Skills):
Transaction management, interpreting complex legal agreement