Current jobs related to Trustee Portfolio Manager - London, Greater London - CSC


  • London, Greater London, United Kingdom GEM Partnership Full time

    Pension Trustee ManagerAs a key member of our team at GEM Partnership, you will play a vital role in delivering professional outsourced Pension Trustee Services. Your expertise will be instrumental in developing a portfolio of pension scheme trusteeships and taking day-to-day responsibility for those schemes. You will work closely with colleagues to deliver...


  • London, Greater London, United Kingdom Gem Partnership Careers Full time

    About the Role:The Pension Trustee Director will take a lead in the delivery of professional outsourced Pension Trustee Services, developing a portfolio of pension scheme trusteeships over time and taking day to day responsibility for those schemes in their portfolio. This role will work alongside and support other colleagues delivering pension scheme...


  • London, Greater London, United Kingdom Gem Partnership Full time

    About the Role:Gem Partnership is seeking a highly experienced Senior Pension Trustee to join their team. As a key member of the organization, you will be responsible for delivering professional outsourced Pension Trustee Services, developing a portfolio of pension scheme trusteeships, and taking day-to-day responsibility for those schemes.Key...


  • London, Greater London, United Kingdom Cedar Recruitment Full time

    As a Trust Portfolio Manager at Cedar Recruitment, you'll be responsible for overseeing a diverse portfolio of UK resident and charitable trusts. This role requires a strong understanding of trust regulations and standards, as well as excellent relationship-building skills to collaborate with beneficiaries, trustees, and other stakeholders. Key...


  • London, Greater London, United Kingdom read recruit ltd Full time

    Job Title: Senior Corporate Services Trustee ManagerAbout the Role: We are seeking an experienced Corporate Services Trustee Senior Transaction Manager to join our team at Read Recruit Ltd.Key Responsibilities:* Manage a small-medium sized team to oversee work and mentor/train as required* Have an excellent understanding of Trustee Transactions and solid...


  • London, Greater London, United Kingdom read recruit ltd Full time

    Job Title: Corporate Services Trustee Senior Transaction ManagerAbout the Role: We are seeking an experienced Corporate Services Trustee Senior Transaction Manager to join our team at Read Recruit Ltd.Key Responsibilities:* Manage a complex portfolio of clients, including security trustee, note trustee, and security agent services* Develop and maintain...


  • London, Greater London, United Kingdom THE CIVIL SERVICE RETIREMENT FELLOWSHIP Full time

    Job Title: Financial Trustee/Treasurer The Civil Service Retirement Fellowship is a national charity dedicated to providing support to former civil servants and their dependents. As a key member of the Board of Trustees, the Treasurer plays a vital role in overseeing the financial affairs of the charity. Key Responsibilities: • Monitor the charity's...


  • London, Greater London, United Kingdom GEM Partnership Full time

    Pension Trustee Director OpportunityAt GEM Partnership, we are seeking a highly experienced and skilled Pension Trustee Director to join our team. As a key member of our team, you will be responsible for delivering professional outsourced Pension Trustee Services, developing a portfolio of pension scheme trusteeships, and taking day-to-day responsibility for...


  • London, Greater London, United Kingdom BWD Search Full time

    Trustee Pensions Manager OpportunityBWD Search is working with an international manufacturing company to find an experienced Trustee Pensions Manager to join their in-house UK Pensions team. This is a 12-month fixed term contract with potential for extensions and permanent transfers.The ideal candidate will have strong UK DB Pensions scheme experience and...


  • London, Greater London, United Kingdom The Methodist Church Full time

    About the RoleWe are seeking a skilled Risk Management Trustee to join our team at The Methodist Central Hall Westminster. As a trustee, you will play a crucial role in overseeing the long-term sustainability of this iconic building.Key ResponsibilitiesProvide expertise and support to the trustee body in risk managementCollaborate with other trustees to...


  • London, Greater London, United Kingdom The Methodist Church Full time

    About the RoleWe are seeking a skilled Risk Management Trustee to join our team at The Methodist Central Hall Westminster. As a trustee, you will play a crucial role in overseeing the long-term sustainability of this iconic building.Key ResponsibilitiesProvide expertise and support to the trustee body in risk managementCollaborate with other trustees to...


  • London, Greater London, United Kingdom Oliver James Full time

    Pension Trustee Services ManagerWe are seeking a seasoned Pension Trustee Services Manager to join our team in London. As a key member of our Trustee Services team, you will be responsible for providing expert trustee governance and reporting services to our clients.Key Responsibilities:Develop and implement effective trustee governance strategies to ensure...


  • London, Greater London, United Kingdom Oliver James Full time

    Pension Trustee Services ManagerWe are seeking a seasoned Pension Trustee Services Manager to join our team in London. As a key member of our Trustee Services team, you will be responsible for providing expert trustee governance and reporting services to our clients.Key Responsibilities:Develop and implement effective trustee governance strategies to ensure...


  • London, Greater London, United Kingdom THE CIVIL SERVICE RETIREMENT FELLOWSHIP Full time

    Job Title: Financial Trustee/TreasurerThe Civil Service Retirement Fellowship is a national charity dedicated to providing friendship and support to former civil servants and their dependents. We are committed to providing charitable services to ensure that all our beneficiaries are able to make the most out of retirement and rely on the dedication and...


  • London, Greater London, United Kingdom THE CIVIL SERVICE RETIREMENT FELLOWSHIP Full time

    Job Title: Financial Trustee/TreasurerThe Civil Service Retirement Fellowship is a national charity dedicated to providing friendship and support to former civil servants and their dependents. We are committed to providing charitable services to ensure that all our beneficiaries are able to make the most out of retirement and rely on the dedication and...

  • Senior Manager

    3 weeks ago


    London, Greater London, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a talented individual to join our Monitoring Trustee team in London, responsible for managing complex compliance projects as a member of a leading, global Monitoring Trustee practice.As a Monitoring Trustee Senior Manager, you will take ownership of the oversight of implementation of structural and/or behavioural remedies by...

  • Portfolio Manager

    4 weeks ago


    London, Greater London, United Kingdom Mason Blake Full time

    Job OpportunityMason Blake is seeking a skilled Portfolio Manager to join our Structured Credit investment team.The successful candidate will be responsible for the analysis and management of structured credit investments within our portfolios.Key ResponsibilitiesPortfolio Oversight: Monitor and evaluate the performance and risk profile of structured credit...

  • Portfolio Manager

    4 weeks ago


    London, Greater London, United Kingdom Mason Blake Full time

    Job OpportunityMason Blake is seeking a skilled Portfolio Manager to join our Structured Credit investment team.The successful candidate will be responsible for the analysis and management of structured credit investments within our portfolios.Key ResponsibilitiesPortfolio Oversight: Monitor and evaluate the performance and risk profile of structured credit...


  • London, Greater London, United Kingdom SAUL Trustee Company Full time

    About the roleThis is a senior leadership position within SAUL Trustee Company, responsible for contributing to the strategy, governance, and management of the organization. The successful candidate will be responsible for the effective leadership and management of the Defined Benefit and Defined Contribution Member Administration, Data Reconciliations, and...


  • London, Greater London, United Kingdom Veolia Full time

    About the RoleWe are seeking a highly skilled individual to join our team as a Trustee Oversight and Supplier Management Lead. As a key member of our Trustee Services team, you will be responsible for providing expert support to our Trustee, ensuring the efficient delivery of contracted services. This includes managing vendor relationships, coordinating...

Trustee Portfolio Manager

2 months ago


London, Greater London, United Kingdom CSC Full time
Job Description

Job Title: Trustee Manager

Job Summary:

CSC is seeking a highly skilled Trustee Manager to join our team. As a Trustee Manager, you will be responsible for managing a complex portfolio of structured finance transactions, working closely with other teams to ensure the proper discharge of CSC's duties and delivery of high-quality services to clients.

Key Responsibilities:

  • Manage a varied portfolio of note trustee, security trustee, and security agent services on a wide range of asset classes, including securitisations, structured finance, asset-backed finance, debt issuances, aviation transactions, and defaults & restructurings.
  • Liaise with senior team members, team leaders, and directors regarding commercial aspects of transactions, escalating issues as appropriate.
  • Deal with ad hoc transaction enquiries and/or relevant correspondence in a timely manner.
  • Organise post-deal closure marketing reviews and meetings with clients in conjunction with the Commercial team.
  • Assist the Commercial team with new proposals and pricing where appropriate.
  • Actively monitor transactions under management, involving compliance teams where necessary.
  • Work with junior team members and internal compliance teams to ensure clients and transactions are fully onboarded from a KYC perspective, and that file reviews for existing transactions are completed on time.
  • Prepare client billing files in line with corresponding services agreements.

Requirements:

  • At least 5 years of experience in a Transaction Management role.
  • Solid experience in reviewing securitization and structured finance documentation, as well as LMA documentation.
  • A strong understanding of potential risks associated with Trustee roles and capital markets' structures.

About CSC:

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We offer challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance.