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Agency Financing Operations Specialist
2 months ago
Position Overview
The Financing Operations team is responsible for Agency and Middle Office functions, collaborating closely with various departments within the Corporate and Investment Banking (CIB) sector and other support functions. This includes working alongside the financing Front Office, which encompasses Real Assets, Global Trade, Investment Banking, and Global Structured Credit & Solutions, as well as Distribution & Portfolio Management, Loan Administration Back Office, Credit Risk, Legal, and Compliance.
The Middle Office operates under the COO CIB / Global Banking Operations (GBO) / Financing Operations division and plays a critical role in three key phases of the financing operations lifecycle:
1. Structuring;
2. Implementation;
3. Monitoring and Repayment.
The main responsibilities include:
- Providing expert technical support to the Front Office;
- Ensuring compliance with Natixis' operational standards;
- Acting as the Agent or participant in syndicated transactions;
- Facilitating communication with other Natixis entities for the execution and oversight of operations.
The role necessitates the establishment of effective partnerships with all Front Offices as key stakeholders, as well as collaboration with teams across various bank divisions (Risk, Finance, Loans Administration, etc.).
- Reviewing and providing feedback on deal structures and facility documentation during both structuring and closing phases, ensuring feasibility and compliance with credit approvals and term sheets.
- Ensuring accurate representation of all deals in the Bank's system [LoanIQ], including deal structure, security packages, covenants, and associated monitoring activities.
- Coordinating daily activities in accordance with departmental procedures and systems.
- Ensuring all post-closing actions are properly executed and recorded in the bank's systems.
- Overseeing the production of monthly reports across all business lines, including covenant compliance and activity statistics.
- Maintaining high-quality data and adhering to credit policy developments while addressing relevant queries.
- Providing technical support to colleagues in areas of expertise.
- Escalating issues to the appropriate personnel as necessary.
Required Profile and Skills
A solid understanding of Investment and Corporate Banking and its products is essential. Knowledge of facility documentation, particularly regarding financial covenants and security packages, is crucial. Experience in Facility and Security Agent roles, including familiarity with systems such as DebtDomain and ClearPar, is preferred.
The ideal candidate will be proactive, capable of delivering valuable support to business partners in a reliable and timely manner. Flexibility and a willingness to embrace new challenges in a dynamic environment are key attributes. Strong communication and relationship-building skills are necessary, along with the ability to engage confidently with stakeholders at all levels. Attention to detail, a disciplined approach to control and risk management, and accountability for one's responsibilities are vital.