Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage loans and bonds, review documents, and maintain borrower relationships.
- Company: Join Kroll, a leading provider of independent loan agency and trustee services since 2017.
- Benefits: Enjoy a full-time role with opportunities for growth in a dynamic team environment.
- Why this job: Be part of a rapidly growing team making a real impact in the finance industry.
- Qualifications: Knowledge of loan market practices and strong communication skills are essential.
- Other info: This is a mid-senior level position with potential for extended hours.
The predicted salary is between 36000 - 60000 £ per year.
Senior Analyst I, Portfolio Transaction Management, Agency and Trustee Services
London, United Kingdom
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 900 loan and bond transactions.
Due to rapid growth, we are looking for talented individuals to join our Client Services team.
Day to Day Responsibilities
- Ownership of a portfolio of loans and bonds from a BAU perspective
- Documentation review for all BAU matters
- Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
- Represent creditors\’ security interests
- Act as a conduit between finance parties representing lenders
- Track Obligor information undertakings, circulate to creditors (deliverables)
- Collaborate with management to bring ideas and suggestions for best practice
- Documentation review & negotiation of finance documents with counsel
- Creditor outreach & facilitate questions on the request
- Maintaining a creditor consent register and provide updates on consent threshold
- Executing amendment documentation and circulate to creditors
- Instruct OPS to implement amendments on internal operating platforms
- Monitor KYC sign off from creditors
- Liase with KATS KYC team to onboard new obligors
- Executing accession documentation and circulate to creditors
- Take additional security where applicable
- Review and execution of accession documentation (usually scheduled to ICA)
- Review and execution of release documentation and pay-off letters
- Coordinate to finalise pay-off amounts
- Process accordions, upsizes & incremental facilities
- Check payment files and release funds for BAU drawdowns and full repayments
- Hold security over borrower/obligor assets for benefit of the creditors
- Facilitate taking new security and releasing existing security
- Review and execution of security documents
Qualifications
- Knowledge of current loan market practices
- 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
Kroll is headquartered in New York with offices around the world.
#J-18808-Ljbffr
Contact Detail:
Kroll Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Analyst I, Portfolio Transaction Management, Agency and Trustee Services
✨Tip Number 1
Familiarise yourself with the latest trends in loan market practices. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the finance and consulting sectors, especially those involved in portfolio management. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed relationships with borrowers or creditors in past roles. Highlighting your experience in negotiation and documentation review will set you apart.
✨Tip Number 4
Showcase your organisational skills by preparing a structured approach to managing multiple tasks. Be ready to explain how you prioritise and handle pressure, as these traits are essential for the role.
We think you need these skills to ace Senior Analyst I, Portfolio Transaction Management, 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 Senior Analyst I position. Tailor your application to highlight relevant experience in loan management, documentation review, and client relationship management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in finance, particularly in loan agency or trustee services. Use specific examples that demonstrate your ability to manage portfolios, negotiate documents, and maintain borrower relationships.
Showcase Communication Skills: Since strong communication skills are essential for this role, provide examples in your application that illustrate your ability to communicate effectively under pressure. This could include experiences where you successfully managed stakeholder expectations or resolved conflicts.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this position. A polished application reflects your professionalism and suitability for the role.
How to prepare for a job interview at Kroll
✨Showcase Your Financial Acumen
Make sure to highlight your knowledge of current loan market practices during the interview. Be prepared to discuss specific examples from your past experience that demonstrate your understanding of financial concepts and how they apply to portfolio management.
✨Demonstrate Strong Communication Skills
Since this role involves maintaining borrower relationships and negotiating finance documents, it's crucial to exhibit your communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully navigated complex discussions in the past.
✨Emphasise Attention to Detail
Given the detail-oriented nature of the role, prepare to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail helped prevent potential issues or improved processes in your previous roles.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your ability to handle pressure and prioritise tasks. Think of situations where you had to manage multiple responsibilities simultaneously and how you approached them, as this will showcase your organisational skills and flexibility.