Associate, Agency and Trustee Services
Associate, Agency and Trustee Services

Associate, Agency and Trustee Services

City of London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage loan documentation and coordinate trade settlements in a dynamic team environment.
  • Company: Join Kroll, a global leader in risk and financial advisory solutions.
  • Benefits: Competitive salary, diverse workplace, and opportunities for career growth.
  • Why this job: Be part of a collaborative team that shapes the future of finance.
  • Qualifications: Experience in loan documentation and strong communication skills required.
  • Other info: Exciting projects and a chance to work with cutting-edge technology.

The predicted salary is between 28800 - 48000 £ per year.

The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit Business located in London and Hong Kong for all loans, claims and private equity trades that require documentation, taking responsibility for trade closing through to settlement. The Global Credit Business will typically trade loans on Par and Distressed documentation on both LMA and LSTA terms and conditions, as well as bespoke terms. As well as Global Credit the Loan Documentation Team also provides support to Leverage Finance Desk in the support and coordination of Primary sell downs.

Day-to-day responsibilities:

  • Ability to self-manage a portfolio of cross desk trades across different product lines.
  • Responsible for preparing, negotiating and agreeing loan trade documentation with the trading desk, Legal and clients. Typically this will be on LMA & LSTA trading terms and conditions.
  • Comprehensive and extensive review of documentation to ensure compliance with transfer, tax, legal eligibility criteria.
  • Managing par and distressed asset inventory and coordinating trade settlement with external counterparties.
  • Extensive client interaction (both internal and external), managing expectations for trade settlement.
  • Responsible for ensuring transactions are completed within a timely manner.
  • Involvement with departmental project work, including system platform enhancements and process review.
  • Manage, annotate, report and escalate all exceptions to senior management, line of business and business supervisory.
  • Work closely with other internal and external teams: Loan Servicing, Loan Settlements, Loan Corporate Actions, Legal, Compliance, Tax and Agent Banks.
  • Loan Agency Experience.
  • Operations Experience.
  • A good level of understanding of the secondary loan trading market and the forms of documentation used including Loan Market Association guidelines familiarity.
  • Excellent verbal and written communication skills with good attention to detail.
  • Client facing experience and ability to conduct discussions with clients in a confident manner.
  • Risk focussed and able to identify issues and escalate to management.
  • Work well in a team environment and maintain focus to achieve the goals of the team and the business.
  • Ability to interact positively and effectively with all levels of management and associates.
  • Excellent prioritisation and organisational skills.
  • Ability to work under pressure and to tight deadlines.
  • Self-motivated and willing to take on extended responsibility.

About Kroll

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you\’ll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.

Kroll is committed to equal opportunity and diversity, and recruits people based on merit.

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Associate, Agency and Trustee Services employer: Kroll

Kroll is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the EMEA Loan Documentation Team based in London. Employees benefit from extensive growth opportunities, a commitment to diversity, and the chance to engage with a global leader in risk and financial advisory solutions, all while working in a vibrant city that enhances both professional and personal experiences.
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Contact Detail:

Kroll Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Agency and Trustee Services

✨Tip Number 1

Network like a pro! Reach out to people in the industry, especially those who work at Kroll or similar firms. A friendly chat can open doors and give you insights that job descriptions just can't.

✨Tip Number 2

Prepare for interviews by practising common questions related to loan documentation and client interactions. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks under pressure. This will highlight your ability to self-manage a portfolio of trades effectively.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Kroll team.

We think you need these skills to ace Associate, Agency and Trustee Services

Loan Documentation
Negotiation Skills
Compliance Review
Trade Settlement Coordination
Client Interaction
Project Management
Understanding of LMA and LSTA Terms
Attention to Detail
Verbal and Written Communication Skills
Risk Management
Team Collaboration
Organisational Skills
Ability to Work Under Pressure
Self-Motivation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your loan documentation experience and any relevant client-facing roles to show us you’re the right fit for the Associate position.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background aligns with our needs. Don’t forget to mention your understanding of LMA and LSTA terms!

Showcase Your Communication Skills: Since this role involves extensive client interaction, make sure to demonstrate your excellent verbal and written communication skills in your application. We want to see how you can confidently engage with clients and manage expectations.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!

How to prepare for a job interview at Kroll

✨Know Your Documentation Inside Out

Make sure you’re familiar with LMA and LSTA terms and conditions. Brush up on the types of documentation used in loan trading, as well as any bespoke terms that might come up. This knowledge will show your potential employer that you’re serious about the role and understand the nuances of the job.

✨Showcase Your Client Interaction Skills

Since this role involves extensive client interaction, prepare examples of how you've successfully managed client expectations in the past. Think about times when you had to communicate complex information clearly and confidently—this will demonstrate your ability to handle discussions with clients effectively.

✨Demonstrate Your Organisational Skills

Be ready to discuss how you prioritise tasks and manage multiple trades across different product lines. Share specific strategies or tools you use to stay organised, especially under pressure. This will highlight your ability to self-manage and meet tight deadlines.

✨Prepare for Team Dynamics

This role requires collaboration with various teams, so think about your experiences working in a team environment. Be prepared to share how you’ve contributed to team goals and how you handle conflicts or differing opinions. This will show that you can work well with others and maintain focus on achieving business objectives.

Associate, Agency and Trustee Services
Kroll
Location: City of London
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K
  • Associate, Agency and Trustee Services

    City of London
    Full-Time
    28800 - 48000 £ / year (est.)
  • K

    Kroll

    1000+
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