Corporate Transaction Management Associate - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

18 hours ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

PURPOSE
Manage an assigned portfolio of Global Corporate clients.

Responsibilities include working with Corporate Banking, Sales & Trading (as appropriate) and other groups to facilitate and enhance the credit process through efficient and value-add support to partners,including onboarding activities, and execution of new transactions, amendments, waivers and extensions; manage a full range of credit, trading and transactional products; compliant funding; excess management; and annual reviews.

Provide prompt attention toclient requests from other of the Bank's units. Resolve credit issues with various banking units and Group Risk Management as required and provide advice as warranted.

PRIMARY RESPONSIBILITIES

Ensure timely preparation of (i) transaction requests (which may include but not limited to new credits, restructurings, renewals, waivers, loan documentation review, establishing lines for trading, lending, and cash management, regularizing ETRs, indicativerisk ratings); (ii) annual reviews of assigned portfolio and ensuring the data integrity of CCMS.
Use bank policies/guidelines and judgement to manage daily excesses, overlimit payments in accordance with Delegated Authorities and, managing ongoing credit relationships within the Bank providing fair, specific and balanced advice.
Work closely and maintain positive relationships with Corporate Banking, Global Markets, Ratings and Monitoring, Loan Portfolio Management, and with other areas of the bank, notably Group Risk Management, Global Loans Administration, Global Treasury, GlobalServices, the Global Banking Business Centre backoffice support group, and Agency Services.
For CTM managed accounts (trading only): When applicable, fulfil responsibilities as 'account manager of record' for trading only names and act as the primary point of contact. Responsibilities include timely submission of transaction requests includingbusiness head submission and Single Name strategies (as applicable). Submissions should include a recommendation on the credit quality, identification of risks, proposed mitigation as well as identification of relevant standing orders and any exceptions topolicies. Manager are also responsible for initiating appropriate documentation negotiation (i.e. ISDA order form) and participating in reviews and coordinating client communication. Managers should have a view on the credit and transaction risks and helpidentify potential deteriorating risk situations and recommend a course of action in consultation with business partners, R&M, CCR and Group Risk Management (GRM).
Keep up on policy changes/updates and participate in team deliverables with respect to regulatory/audit priorities.
Demonstrate a client service mindset while negotiating documentation, booking new credit lines, implementing rigorous reporting requirements, credit surveillance and operationally managing lending portfolio to enable Banking and Trading businesses to driverevenue.
Completion of adhoc projects and other duties (including presenting to key stakeholders) efficiently and effectively in order to support the team meeting planned and unplanned demands. Preparation and reporting of portfolio statistics and other managementinformation reports in a timely and accurate manner (as applicable).
Employ an efficiency mindset and look for opportunities to increase automation, and /or to create capacity by reduction in low impact work.
Develop expertise in assigned portfolio, policies and guidelines, and provide value added advice to internal partners.
Willingly share knowledge and provide guidance to others on the CTM Team, as well as other business partners.

MANAGERIAL ACCOUNTABILITY

Putting "Client First"

The teams' goal is to meet & exceed the clients' expectations as an organization by delivering the best service possible by listening to and understanding their clients' needs & concerns, by facilitating internal processes and by coordinating with othersto deliver results as expeditiously as possible. Their role includes problemsolving and providing advice as required.

Maintain Standards

Serving the client well does not imply a relaxation of standards. Ensure that clients live up to their obligations as laid out in credit and letter agreements. When preparing ETRs and otherwise advising GRM, provide fair, specific and balanced advice. Getto know well your clients, their industry, their business and the facilities that we provide very well.

Always Treat Clients with Respect

For those occasions when followup is needed (e.g. late/incomplete deliverables), treat clients professionally, fairly, firmly and tactfully. Seek out winwin solutions whenever possible.

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Prioritize for Greatest Impact
Identify and resolve time-sensitive situations in order of materiality.

PERSON SPECIFICATION

Academic background with a combination of Master's level accreditation: usually an MBA, CFA, CA, other professional designation or relevant work experience.
Strong financial risk analysis and/or accounting skills.
Ability to prioritize work and manage competing demands.
Excellent written and spoken communications abilities.
Familiarity with the Bank's credit process and loan agreements.
Ability to work in an interactive team environment.
Strong general PC skills and demonstrated capability to learn key internal systems.
Ability to strike a balance in putting "Client First" while ensuring that internal standards are maintained and deliverables are provided