Trustee Portfolio Manager

3 weeks ago

London, Greater London, United Kingdom CSC Full time

About the Role

We are seeking a highly skilled and experienced Senior Transaction Manager to join our team at CSC. As a key member of our Trustee Services team, you will be responsible for managing a complex portfolio of structured finance transactions.

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.
  • Promote a client service-oriented culture by providing timely responses to client requests, personal attention, ensuring professionalism in communication with clients, colleagues and intermediaries.
  • Review and comment on the full suite of transaction documents in accordance with CSC standards to ensure the trustee is fully protected.
  • Engage and liaise with external counsel to co-ordinate comments on the transaction documents.
  • Liaise with senior team members, team leader and directors regarding any commercial aspects of the transactions, escalating issues as appropriate.
  • Ensure the accurate and timely completion of internal processes and procedures for all transactions in the allocated portfolio.
  • Work through waivers and amendments on existing transactions, engaging counsel for the trustee as appropriate.
  • Work with other team members on any defaults and/or restructurings of existing transactions, engaging trustee counsel, ensuring the rights and obligations of the trustee are protected and the duties to the bondholders and/or investors are fulfilled.
  • Deal with ad hoc transaction enquiries and/or relevant correspondence in a timely manner.

Business Development

  • Maintain and grow relationships with existing clients and intermediaries.
  • Participate in business trips for visiting existing clients, intermediaries and new potential clients.
  • Become recognised in the market as a known Trustee Transaction Manager and promote CSC's trustee service by attending market events and conferences.
  • Contribute towards business development and marketing objectives by:
  • Organising post deal closure marketing reviews and meetings with clients in conjunction with the Commercial team;
  • Assisting the Commercial team with new proposals and pricing where appropriate.

Compliance

  • Adhere to the CSC client acceptance process and procedures and execute periodic review of client files to ensure ongoing compliance.
  • Actively monitor transactions under management, involving compliance team where appropriate.
  • 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.

Client Invoicing

  • Submit time recording on a timely basis to ensure appropriate chargeability and accurate invoicing of chargeable work.
  • Responsible for preparation of client billing files in line with the corresponding services agreements.
  • Review of invoices and ensuring timely settlement of these.

People Management

  • Coach and train junior team members where required.
  • Oversee the execution of transaction documents, by junior members of team, for transactions.

Requirements

  • Solid experience in reviewing securitization and structured finance documentation, as well as LMA documentation.
  • Experience of trustee work is essential. Expectation would be for at least 5 years experience in a Transaction Management role.
  • A strong understanding of potential risks associated with Trustee roles and capital markets' structures;
  • Experience in defaults and restructurings is preferable.
  • An excellent level of communication skills, both oral and written, and a high level of interpersonal skills, giving the ability to work with all levels, both within and external to, CSC.
  • The ability to balance competing priorities and meet deadlines within the context of a demanding workload, to work independently, and to work effectively as part of a team within a multi-disciplinary setting.
  • A demonstrable ability to understand, consider and discuss complex securitization and structured transactions.

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 have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.

CSC is committed to creating a diverse and growth-oriented environment where everyone is valued and respected. CSC offers challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance.

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