Associate Transaction Manager – Company Secretarial
Location: London
Business Unit: Global Capital Markets
Vacancy type: Permanent
The Position
This is a dynamic team engaged in the delivery of company secretarial services and client relationship management for an existing portfolio of client companies whose underlying assets include Loan Portfolios (property and auto), asset back securities, real estate transactions and restructuring. The portfolio is growing, has complexity and an experienced and enthusiastic individual is required to support this growth and adequately manage the day to day administration of these companies.
The Associate Transaction Manager reports to the Associate Director – Transaction Manager / Company Secretarial Team Leader.
The Associate Manager is the day to day point of contact and responsible to manage portfolio of transactions where the primary service is to provide company secretarial support.
Key responsibilities:
Company Secretarial Services
- Performs the company secretarial role for the client entities, ensuring all on-going statutory, legal and transactional obligations are met, maintaining good corporate governance throughout.
- Maintains statutory filings, file forms with Companies House, incorporate new companies and draft constitutional documents.
- Organises, convenes (including the preparation of board packs) and attends client board, investor and committee meetings.
- Drafts live minutes and action point lists from board, investor and committee meetings and circulates to clients in a timely manner.
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Draft high-quality minutes of meetings and ensure action points are followed through to completion.
- Ensures good legal standing of all client entities under management during the whole “lifecycle” of companies.
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Support Company Secretarial Managers on complex corporate governance matters and special projects.
- Mentor and provide technical guidance to Analysts.
Transaction Management
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Manages a portfolio of companies involved in various transactions including operational companies, structured finance, private credit, restructuring and real estate financing.
- Communicates and coordinates with clients as well as all internal and external parties on the transactions in the allocated portfolio.
- Promotes a client service-oriented culture by providing timely responses to client requests, personal attention, complaint follow up and monitors the professionalism in communication with clients, colleagues and intermediaries.
- Ensures that all transactions in the allocated portfolio are fully understood.
- Analyses, evaluates and discusses specific client and prospect requests.
- Drafts CSC services agreements, fee letters and ancillary documents.
- Ensures the proper handling of transactions, including but not limited to incorporation, on-boarding, any documentation review required and execution in line with processes and procedures.
- Ensures the accurate and timely completion of internal processes and procedures for all transactions in the allocated portfolio.
- Ensures the quality of client files is in high standing with regard to completeness and accuracy, and in accordance with the filing processes and procedures.
Business Development
- Maintains and grows relationships with existing clients and intermediaries.
- Attends meetings with clients and intermediaries. Where needed, participates in business trips for visiting existing clients, intermediaries and new potential clients.
- Coordinates timely reporting of legal issues with clients.
Compliance
- Adheres to the CSC client acceptance process and procedures and executes periodic review of client files to ensure ongoing compliance.
- Actively monitors transactions and client entities under management.
Client Invoicing
- Submits time recording on a timely basis to ensure appropriate chargeability and a proper invoicing of chargeable work.
- Assisting Team leader and Transaction manager in preparation of client billing files in line with the corresponding services agreement; and
- Assiting with the review of invoices and ensuring timely settlement of these.
People Management
- Coaches junior team members where required.
Associate Transaction Manager - Company Secretarial in London employer: CSC
CSC is an excellent employer that fosters a collaborative and innovative work culture, allowing you to thrive in your role as a Remote Team Manager. With a focus on employee growth, we offer continuous professional development opportunities and the chance to work with a diverse portfolio of clients across Guernsey and India. Our commitment to work-life balance and a supportive environment makes CSC a rewarding place to build your career.
