At a Glance
- Tasks: Manage diverse financial transactions and build key client relationships.
- Company: Join a growing international Non-Banking Financial Institution.
- Benefits: Competitive salary, professional development, and dynamic work environment.
- Other info: Opportunity for career growth and learning in a supportive team.
- Why this job: Gain exposure to complex transactions and enhance your financial expertise.
- Qualifications: Bachelor’s degree in law or equivalent experience with 5 years in related roles.
The predicted salary is between 36000 - 60000 £ per year.
Exciting opportunity to join an expanding, international Non-Banking Financial Institution. The successful candidate will join an existing team and manage a diverse portfolio of GCM related transactions to include Trust & Agency, Loan Agency, Escrow/M&A, Structured Finance, and Corporate Services. This role involves managing key client relationships, coordinating with internal and external stakeholders to ensure smooth and compliant management of the lifecycle of the transactions.
This is a unique opportunity for someone to work across a varied portfolio of assets/complex transactions, providing the individual with the ability to learn new products, more exposure and knowledge.
Responsibilities include:
- Negotiating and closing of transactions where our client provides Trust & Agency Services, Loan Agency, Escrow/M&A, Structured Finance, and Corporate Services (including provision of Directors).
- Experience of reviewing and negotiating structured finance, loan agency and/or escrow agency documents.
- Managing deal closing and post-close matters ranging from amendments, waivers and consents to distressed and defaulted transactions.
- Liaising with internal Relationship Management, Operational and Support teams throughout the lifecycle of the deal.
- Attending client meetings, industry events and conferences as appropriate.
- Assisting Sales with business development initiatives and coordinating transaction structures depending on asset type.
- Acting as the main point of contact across your portfolio, dealing with portfolio related escalations and resolving in a timely and effective manner.
- Identifying risk-related issues and escalating to senior members as appropriate.
- Providing support and training to less experienced team members.
- Understanding and adhering to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
- Maintaining internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Ad-hoc duties as required.
Skills/Experience:
- Bachelor’s degree in law and a minimum of 5 years’ related experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or professional experience, including a minimum of 5 years’ related experience.
- Qualified Solicitor, Barrister or professional experience as a transaction manager in an established Trust & Agency business.
- Experience in either of the following: Corporate Trust, Loan Agency, Structured Finance, Corporate Services & Escrow.
Transaction Manager, Agency & Trust/Loan Agency employer: Square Mile Connections
Join a dynamic and expanding international Non-Banking Financial Institution that values employee growth and development. With a collaborative work culture, you will have the opportunity to manage a diverse portfolio of complex transactions while building key client relationships in a supportive environment. Our commitment to professional development and exposure to innovative financial products makes this an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Transaction Manager, Agency & Trust/Loan Agency
✨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 Square Mile Connections. 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 Manager, Agency & Trust/Loan Agency
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 Square Mile Connections.
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 Square Mile Connections'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 Square Mile Connections
✨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 Square Mile Connections.
✨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 Square Mile Connections 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 Square Mile Connections 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.
