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- Tasks: Manage a diverse portfolio of loans and bonds, handling queries and ensuring accurate deal processing.
- Company: Kroll is a global leader in risk and financial advisory solutions with a strong reputation since 2017.
- Benefits: Enjoy a collaborative environment, opportunities for growth, and the chance to work with cutting-edge technology.
- Why this job: Join a dynamic team, develop client relationships, and contribute to impactful financial solutions.
- Qualifications: Strong communication skills, attention to detail, and knowledge of loan market practices are preferred.
- Other info: This is an entry-level, full-time position with potential for extended hours.
The predicted salary is between 36000 - 60000 £ per year.
Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 800 loan and bond transactions.
Due to rapid growth, we are looking for talented individuals to join our Transaction Management (TM) team.
Day-to-day Responsibilities
- Take ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants.
- Assume responsibility for a portfolio of deals as assigned by TM Head: Manage post-closing accessions. Ad-hoc follow up matters.
- Work closely with Operations to ensure deals are accurately entered into our system of record including agreeing and tracking the deliverables.
- Assume day to day responsibility for matters arising on the portfolio.
- Checking payment files and releasing funds on drawdown.
- Working with Middle Office on Waivers and Amendments.
- Support Operations to ensure that they can handle operational queries.
- Proactively manage and develop client/influencer relationships.
- Adhere to existing procedures and contribute to regular reviews/updates.
- Actively participate in team meetings and communicate deal status, upcoming events etc.
- Collaborate with management to bring ideas and suggestions for best practice.
- Overseeing periodical payments/cashflows occurring on the deal portfolio.
- Manage borrower and lender relationships on transactions.
- Assist MO in collection of Kroll fee revenue and billing activity on the portfolio.
- Work alongside middle office to maintain and update collateral records.
- Ensure all Deal Closing Checklists are completed in line with Kroll procedures.
- Manage Escrows.
- Other ad hoc duties assigned by management from time to time.
Essential Traits
- Knowledge of current loan market practices/LMA/unitranche/credit funds/sponsor-led transactions would be highly advantageous.
- Strong team player with excellent communication skills.
- Ability to work under pressure and multi-task.
- Strong attention to detail with a risk aware mindset.
- Well organised and able to prioritise tasks.
- Available to work extended hours as the business dictates.
- Knowledge of international payments and reconciliation.
- Language skills preferred but not essential.
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 will 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.
Portfolio Transaction Manager, Agency and Trustee Services employer: Kroll
Contact Detail:
Kroll Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Transaction Manager, Agency and Trustee Services
✨Tip Number 1
Familiarise yourself with the current loan market practices and terminology, such as LMA and unitranche. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the industry.
✨Tip Number 2
Network with professionals in the finance and transaction management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about Kroll's culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in managing diverse portfolios and handling operational queries. Be ready to provide examples of how you've successfully navigated challenges in previous roles.
✨Tip Number 4
Showcase your teamwork and communication skills during any interactions with Kroll. Highlight instances where you've collaborated effectively with others to achieve common goals, as this is crucial for the role.
We think you need these skills to ace Portfolio Transaction Manager, Agency and Trustee Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Portfolio Transaction Manager position. Tailor your application to highlight relevant experience in managing loan and bond portfolios.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have in transaction management, particularly in the loan or bond markets. Use specific examples to demonstrate your skills in managing client relationships and handling operational queries.
Showcase Your Skills: Make sure to showcase your communication skills, attention to detail, and ability to work under pressure. These traits are essential for the role, so provide examples of how you've successfully demonstrated these in past positions.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for joining Kroll. Mention how your values align with their commitment to providing bespoke services and your eagerness to contribute to their team.
How to prepare for a job interview at Kroll
✨Understand the Loan Market
Familiarise yourself with current loan market practices, including LMA, unitranche, and sponsor-led transactions. This knowledge will demonstrate your expertise and show that you are well-prepared for the role.
✨Showcase Your Communication Skills
As a Portfolio Transaction Manager, you'll need to manage relationships with borrowers and lenders. Be ready to discuss examples of how you've effectively communicated in previous roles, especially under pressure.
✨Demonstrate Attention to Detail
Highlight your ability to manage multiple tasks while maintaining a strong attention to detail. Prepare to discuss specific instances where your meticulousness has positively impacted your work or team.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle operational queries. Think of scenarios from your past experiences where you successfully navigated challenges and be prepared to share those stories.
