At a Glance
- Tasks: Manage the full transaction lifecycle and support critical financial operations.
- Company: Dynamic financial institution with a focus on project finance and real estate.
- Benefits: Competitive salary, professional development, and collaborative work environment.
- Other info: Opportunity to work with diverse teams and grow your career in finance.
- Why this job: Join a team at the heart of financial transactions and make a real impact.
- Qualifications: Experience in middle office roles and strong understanding of syndicated lending.
The predicted salary is between 56250 - 68750 £ per year.
The Agency & Transaction Management (ATM) team sits at the intersection of Front Office and Back Office, providing critical middle office support to the Project Finance, Energy and Real Estate divisions. You will manage the full transaction lifecycle — from execution through to ongoing administration — across agency, bilateral and participant structures.
What You'll Do
- Transaction Management
- Review draft facility documentation for operational fit, flagging issues to Front Office ahead of execution
- Manage Conditions Precedent sign-off, fee treatment, documentation filing and account opening across new transactions
- Book and maintain trades in SMAC, ensuring accuracy and adherence to ATM standards
- Manage cash flows across the portfolio, including drawdowns, repayments and liaison with Loans Administration.
- Agency
- Where CACIB acts as Agent: coordinate all syndicate members, borrowers and legal counsel; manage CP monitoring, payment coordination, waiver requests and covenant compliance reporting
- Where CACIB acts as Participant: ensure Front Office has timely, accurate information to respond to agent instructions and obtain necessary authorisations
- Monitor and report financial and non-financial covenants, securities and technical/financial milestones
- Maintain portfolio diary systems and provide regular updates to Front Office, including for annual reviews
- Review Revenue and RWA data provided by Finance; prepare quarterly movement reports and audit responses
- Controls & Reporting
- Complete SMAC/Back Office reconciliations accurately and on time
- Review daily commission reports to ensure correct profit centre allocation
- Support NBI report reviews and contribute to transversal projects led by the Head of ATM
Who You'll Work With
- Internally: Front Office (Project Finance, Energy, Real Estate), Loans Administration, Risk, Legal, Finance, Syndications and Financial Security
- Externally: Borrowers, syndicate banks, lawyers, technical advisors, auditors and rating agencies
What We're Looking For
- Experience in a middle office, agency or transaction management role within a bank or financial institution
- Solid understanding of syndicated lending, project finance or structured credit
- Comfortable managing complex transactions autonomously and supervising junior team members
- Strong attention to detail, with a proactive approach to controls and stakeholder management
- Familiarity with loan administration systems (experience with SMAC an advantage)
Transaction Management - Infrastructure employer: Crédit Agricole CIB
Crédit Agricole CIB is an exceptional employer that fosters a dynamic and inclusive work culture, providing interns with invaluable exposure to cutting-edge electronic FX trading systems in the heart of Greater London. With a strong emphasis on employee growth, you will have the opportunity to develop your analytical skills and collaborate with cross-functional teams, all while leveraging AI to drive innovative solutions in the financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Transaction Management - Infrastructure
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Crédit Agricole CIB. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Transaction Management - Infrastructure
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Crédit Agricole CIB.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Crédit Agricole CIB's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Crédit Agricole CIB
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Crédit Agricole CIB.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Crédit Agricole CIB will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Crédit Agricole CIB employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
