Transaction Management Lead

Role purpose

• To lead the Transaction Management team, which is responsible to all originators across PIC Capital, excluding ERM, with the purpose of creating synergies and efficiencies in processing and expense management.
• The role requires the ability to effectively collaborate with Finance and Operations functions within PIC to deliver effective and efficient on-boarding and continued management of assets.
• To apply knowledge and insights concerning PIC Capital transaction management with the purpose of delivering strong business outcomes for the Company brand and market reputation on a consistent basis.
• Our Company values are expected to be reflected in the delivery and performance of every role.

Specific accountabilities assigned to the role of Transaction Management Lead within the PIC Capital function:

1. Lead and manage the Transaction Management team ensuring all private asset types, both debt and equity activities are appropriately resourced with the correct knowledge and skill-set to deliver the relevant and agreed outcomes for the function.
2. Elevate talent to develop and enhance both technical and non-technical skills required to deliver a strong and purposeful Transaction Management team within PIC Capital.
3. Update and coordinate sign off and circulation of internal reports detailing the performance of PIC Capital investments.  Develop an understanding of all investments and drivers for their performance to support reporting deliverables.
4. Develop a regular cadence of communication, both in written and verbal format, on Transaction Management activities, risk levels, and incidents that can be easily transferred into management information packs for circulation to senior management, Committee meetings and Executive Committee meetings.
5. Positively influence and support the effective servicing of the PIC Capital team and wider Investments function leveraging a skilful understanding of persuasion and influence to successfully deliver in the following areas of accountability:

• Deal Execution: setting up SPV processes, onboarding third party suppliers and supporting originators in tracking due diligence reports
• Deal on Boarding: booking transactions in PIC's systems, bank account set up, KYC and post close checklists
• Deal Operations: IMA reviews, testing of controls, Board papers, insurance renewal, ownership of third party finance partners and delivery of related operational efficiencies, SPV management, supporting on 3rd party managers from an operational perspective and in delivery of regular reporting requirements including annual accounts and audit and month end valuation process

Work with colleagues across departments to continue to drive efficiencies through the development of processes and procedures to support Transaction Management's assigned activities under Deal Execution; Deal On-boarding; and Deal Operation .  Deliver operational  system or automated solutions where they can drive benefit for Transaction Management and PIC Capital as a wholeIn delivering change, demonstrate collaboration and human centric skills (patience, empathy and humility) acknowledging transaction management activities have previously been delivered through other teams 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 of PIC Capital.

Requirements

Knowledge

• Knowledge of onboarding and KYC processes
• Detailed understanding of alternative assets (with a focus on Real Estate Investments and Private Debt instruments) including transaction documentation, cashflows, risks.
• Good technical knowledge of different holding structures for real assets and operational processes for the operation of these structures
• Established knowledge of accounting and valuation approaches for fixed income and real assets
• Knowledge of onboarding and KYC processes

Skills

• Strong organisational skills
• Strong communication skills
• Ability to persuade and influence both directly and indirectly
• Ability to manage people and other resources effectively
• Ability to organize work to meet deadlines
• Ability to work within and develop defined procedures as recommended by functional teams
• Ability to deal confidently with complexity and ambiguity proactively seeking information and guidance as required.
• Commercial judgement
• Good working knowledge of MS Access, MS PowerPoint, MS Word

Experience

• Experience of working within asset management and/or large financial institution would be an advantage
• Recognised qualification and/or strong employment record in transaction management of private asset types (debit and equity)
• Strong demonstrable experience of leading and developing teams
• Proven and successful track record of managing outsourced service providers
• Experience of designing and implementing process and process mapping
• Demonstrable experience of successfully delivering process improvements through automisation or system enhancements
• Experience of working within asset management and/or large financial institution would be an advantage

DE&I at PIC

At PIC, we believe that true innovation stems from embracing diverse perspectives, backgrounds and experiences. We are committed to building a workplace where every individual, regardless of race, gender identity, sexual orientation, disability, age, religion, or socio-economic background, feels valued, heard and empowered to succeed. We hold ourselves accountable through ongoing initiatives, such as inclusive hiring practices, and equitable career development opportunities that support belonging and community. While we're proud of our progress, we recognise there's work ahead, and we remain dedicated to listening, learning and evolving together.

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 will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.

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