Transaction Manager

2 weeks ago

London, Greater London, United Kingdom Pension Insurance Corporation plc Full time

Pension Insurance Corporation (PIC) is recruiting for a Transaction Manager to join PIC Capital, which is responsible for managing the c£50bn of investments that secure the pensions of PIC's policyholders.

This role performs the key functions of the Transaction Management team, through all stages of the asset lifecycle, from transaction execution through to asset management, including working with originators in private credit and real assets to deliver new debt and equity transactions and effectively manage PIC's growing portfolio of operational real estate assets.

As Transaction Manager, you will sit with investment originators and work closely with them and PIC's internal Finance and Investment Operations Teams as well as outsourced service providers to achieve their goals. Along with the other members of the Transaction Management team, you will be responsible for key outsourced service provider relationships ensuring that they are effectively embedded into PIC's processes and deliver in line with our values.

The transaction management team is further responsible for ensuring accurate and time-sensitive data entry following existing processes and procedures and striving for process enhancements with the Transaction Management Lead to improve efficiency.

You will work closely with the other members of the Transaction Management team and external and internal stakeholders to design and document new processes and procedures in the onboarding and management of assets, and you will be responsible for reporting on the asset transactions to include the accurate and timely booking and review on an ongoing basis in different systems (i.e. on the insurance balance sheet and corporate balance sheet) and at different levels of consolidation. You will further:

  • Apply knowledge and insights of PIC Capital transactions to support the delivery of strong business outcomes for the Company brand and market reputation consistently.
  • Demonstrate collaboration and human-centric skills (patience, empathy, and humility) given transaction management activities have been largely undertaken by the originators and this is a new team at PIC.

This role would suit an individual with a background in real estate or financial services operations or relationship coverage, who is looking for an opportunity to expand their knowledge of real asset investment in a growing company that is focused on providing excellent customer service and delivering socially beneficial outcomes for all stakeholders.

Specific accountabilities assigned to the role of Transaction Manager within PIC Capital:

  • Takes ownership of Transaction Management activities relating to private asset types including real estate and private credit ensuring the relevant information is captured, managed, and accurately reported through PIC systems for senior management and Committee meetings.
  • Responsible for the accuracy and timely completion of asset level information developing consistency and a regular cadence of accounting and reporting conventions from the relevant systems.
  • Produce monthly/quarterly information on the portfolio in written and verbal format including KPIs, performance monitoring, and risks for management information packs circulated to senior management and internal committees.
  • Provide excellent project management to the PIC Capital team across the following areas of accountability:
  • Deal onboarding: setting up special purpose vehicles "SPVs"; onboarding third-party suppliers; tracking due diligence reports; booking transactions in PIC's systems; bank account setup; KYC and post-close checklists.
  • Deal Operations: testing of controls; drafting board papers; insurance renewal; liaising with outsourced service providers, internal finance counterparties, and valuers; managing SPV governance.
  • Deal confidently with ambiguity and unstructured processes and support the team to become the internal centre of excellence for Deal Onboarding and Deal Operations.
  • Takes ownership for their own learning and development in both technical (data analysis and critical judgement) and non-technical (self-insight, influencing, and relationship management) skills.

Requirements

Knowledge

  • Knowledge of onboarding and KYC processes
  • Knowledge of the principles and practices of effective project management and implementing efficiencies
  • Knowledge of onboarding and management of assets utilizing different systems and technology to drive performance management
  • Understanding of alternative assets including transaction documentation, cash flows, risks.
  • Knowledge of accounting and valuation approaches for fixed income and real assets

Skills

  • Good working knowledge of Microsoft Office applications with Power BI a plus.
  • Analytical mindset with the ability to analyze data and make informed decisions.

Experience

  • Recognised qualification and/or strong employment record in investment/accounting/project management/operations/transaction management of private asset types (debit and equity)
  • Proven track record of managing multiple internal and external stakeholders, preferably service providers
  • Demonstrable experience of mapping processes and procedures and demonstrable capability in process improvements and effective documentation
  • Experience within asset manager, bank or large financial institution would be an advantage

Benefits

In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you'll get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

#J-18808-Ljbffr

  • Transaction Manager

    2 weeks ago

    London, Greater London, United Kingdom Fintelligent Search Full time

    Are you an experienced Transaction Manager looking to make your mark in development finance? Our client, a leader in the field, is seeking a Development Finance Transaction Manager to join their dynamic team. This role offers a chance to work on diverse finance deals and asset classes in a fast-paced environment.With a competitive salary ranging from...

  • Transaction Manager

    4 days ago

    London, Greater London, United Kingdom LGBT Great Full time

    Pension Insurance Corporation (PIC) is recruiting for a Transaction Manager to join PIC Capital, which is responsible for managing the c£50bn of investments that secure the pensions of PIC's policyholders.This role performs the key functions of the Transaction Management team, through all stages of the asset lifecycle, from transaction execution through to...

  • Transaction Manager

    2 weeks ago

    London, Greater London, United Kingdom Austin Fraser Full time

    Job Title: Transaction ManagerLocation: LondonFull Time / Permanent Position / HybridGlobal Capital MarketsThe PositionThe Governance and Transaction Manager reports to a Governance and Transaction Management Team Leader.Day to day point of contact and manager for a portfolio of transactions and primarily responsible for:Company secretarial matters;Corporate...

  • Transaction Manager

    6 days ago

    London, Greater London, United Kingdom PIC Full time

    Pension Insurance Corporation (PIC) is recruiting for a Transaction Manager to join PIC Capital, which is responsible for managing the c£50bn of investments that secure the pensions of PIC's policyholders.  This role performs the key functions of the Transaction Management team, through all stages of the asset lifecycle, from transaction execution through...

  • Export Sales Manager

    6 days ago

    London, Greater London, United Kingdom Transaction Focus Full time

    Transaction Focus is a global sales outsourcing company with a specialist healthcare division TFocus HealthTasksManage and optimise the performance of distributors for a intravenous hardware manufacturer based in ItalySource and onboard new distributorsRequirements5+ years international medical sales experienceDistributor management experienceContinuous...

  • Transaction Manager

    3 days ago

    London, Greater London, United Kingdom Corporation Service Company Full time

    Transaction ManagerLondonFull TimeHybridThe PositionThis is a dynamic team engaged in the delivery of company secretarial services and client relationship management for an existing portfolio of client companies whose underlying assets include Loan Portfolios (property and auto), asset back securities, real estate transactions and restructuring. The...

  • Transaction Manager

    2 weeks ago

    London, Greater London, United Kingdom Endeavour Automotive Limited Full time

    Volvo Transaction Manager – Volvo North LondonJob Location: 100 Centennial Park, Centennial Avenue, Elstree, WD6 3SAAt Endeavour Automotive, our vision is to develop our business to one that we can all be proud of and we can only achieve this by attracting and developing the very best talent and delivering outstanding customer service. We put a lot of time...

  • Transaction Manager

    2 weeks ago

    London, Greater London, United Kingdom Endeavour Automotive Limited Full time

    Volvo Transaction Manager – Volvo North LondonJob Location: 100 Centennial Park, Centennial Avenue, Elstree, WD6 3SAAt Endeavour Automotive, our vision is to develop our business to one that we can all be proud of and we can only achieve this by attracting and developing the very best talent and delivering outstanding customer service. We put a lot of time...

  • Loan Transaction Manager

    1 week ago

    London, Greater London, United Kingdom Coburn Free Library Full time

    Location: London, Canary Wharf (E14 5AB)Salary: Up to £90,000 per annumHybrid Working: 3 days in the office per weekWe are recruiting on behalf of a global, tier-1 bank that is looking for an experienced Loan Agency Transaction Manager to join their dynamic team in London. This is an exciting opportunity to work within a market-leading institution,...

  • Transaction Services Manager

    5 days ago

    London, Greater London, United Kingdom Anson McCade Full time

    The Infrastructure Advisory Group (IAG) at a leading global advisory firm seeks a talented Manager, Transactions - Power & Utilities to join their growing Transactions team within the Power & Utilities (P&U) sector. With over 350 professionals in the UK, IAG is renowned for its expertise in financial, business, and regulatory advisory services for...

  • Transactions Services Manager

    5 days ago

    London, Greater London, United Kingdom Anson McCade Full time

    The Infrastructure Advisory Group (IAG) at a leading global advisory firm seeks a talented Manager, Transactions - Power & Utilities to join their growing Transactions team within the Power & Utilities (P&U) sector. With over 350 professionals in the UK, IAG is renowned for its expertise in financial, business, and regulatory advisory services for...

  • Senior Transactions Manager

    4 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Our client is a leading Hedge Fund who, due to continued business success, are now looking to recruit a Senior Transactions Manager to join their Client Services function on a permanent basis.As part of a team responsible for capital activity across all of the funds, the Senior Transactions Manager will take responsibility for the following duties:Supervise...

  • Associate, Transaction Management

    7 days ago

    London, Greater London, United Kingdom Demica Limited Full time

    Associate, Transaction ManagementDepartment: Transaction ManagementEmployment Type: Permanent - Full TimeLocation: London, United KingdomDescriptionIn your new role as an Associate in the Transaction Management Team at Demica, you will primarily focus on supporting the ongoing operational activities of Demica Finance Limited. These include but are not...

  • Manager Transaction Services

    4 days ago

    London, Greater London, United Kingdom Anson McCade Full time

    This range is provided by Anson McCade. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeTransaction Services ManagerUp to £80,000LondonOur clients Transaction Services team collaborates with organizations of all sizes, specializing in a wide array of Mergers and Acquisitions activities. As...

  • Senior Transaction Manager

    6 days ago

    London, Greater London, United Kingdom HSBC Global Services Limited Full time

    Some careers offer brighter prospects than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. As an HSBC employee in the UK,...

  • Transactions Senior Manager

    3 days ago

    London, Greater London, United Kingdom Kennedy Pearce Consulting Full time

    KennedyPearce are working on an exciting, exclusive role hiring a Transactions Senior Manager to join an expanding real estate business in London. This is an exciting opportunity for a commercially minded professional with a strong background in M&A and transactions, particularly within real estate, hospitality, or long-stay assets. Reporting to the Senior...

  • Transaction Services Manager

    4 weeks ago

    London, Greater London, United Kingdom Ambition Full time

    We are closely working with one of our core clients who are seeking a dynamic and experienced Transaction Services Manager to join their top 20 practice. The ideal candidate will have 2-3 years of experience in Transaction Services and a proven track record of leading projects and writing comprehensive reports. This role offers significant progression...

  • Manager – Transaction Services

    5 days ago

    London, Greater London, United Kingdom Distinct Full time

    Job details Job description Opportunity to join the growing Transaction Services team of a Top Ten advisory firm. Specialising in sell-side transactions working closely with owners/founders to consider buyer interest from a range of corporate and private equity parties. Role overview Working closely with Directors...

  • Manager - Transaction Tax

    6 days ago

    London, Greater London, United Kingdom Evelyn Partners PS Full time

    Job DescriptionWe're seeking a talented individual to join our Transaction Tax Team in London, which is responsible for Transaction tax and a wide range of tax and consulting services to a broad cross-section of clients.You will be involved at the outset of a transaction and responsible for providing comprehensive advice to minimise the tax exposure,...

  • Transactions Services Manager

    1 week ago

    London, Greater London, United Kingdom Anson McCade Full time

    As one of the world's leading global consultancies, we are comitted to quality and excellent service to high profile clients worldwide. We are currently looking for a Transactions Services Manager to commit to this ethos and deliver operations transformation engagements in the Financial sector. Strong knowledge in Financial Due Diligence. The ability to...