Transaction Manager, Agency and Trustee Services (Finance)
Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 900 loan and bond transactions.
Due to our rapid growth in Europe and globally based clients, our agency business in the US was launched in 2023 as Kroll Agency Services (US) LLC and we are looking for talented individuals to join our growing Client Services team as Manager, Client Services.
Day to Day responsibilities
• Assist in the ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants
• Assume responsibility for assisting in closing new deals as assigned by TM Head:
• Reviewing and negotiating transaction documents
• Managing the signing process
• Overseeing the closing and funding process
• Manage CP process
• Manage post-closing accessions
• Ad-hoc follow up matters
• Work closely with Operations to ensure deals are accurately entered into our system of record (Wall Street Office), including agreeing and tracking the deliverables
• Support Operations to ensure that they can handle operational queries
• Assist senior transaction managers in proactively manage and develop client/influencer relationships to win new/repeat business
• Adhere to existing procedures and contribute to regular reviews/updates
• Support senior transaction managers in actively participating in team meetings and communicate deal status, upcoming events etc
• Assist with new client onboarding (KYC) as required
• Collaborate with senior transaction management to bring ideas and suggestions for best practice
• Overseeing periodical payments/cashflows occurring on the deal portfolio
• Assist in managing borrower and lender relationships on transactions
• Assist in the collection of Kroll fee revenue and billing activity on the portfolio
Essential Traits
• Solid experience in documentation review including credit agreements/intercreditor agreements/trust deeds
• General knowledge of current loan market practises/LMA/unitranche/credit funds/sponsor-led transactions would be highly advantageous
• Strong team player with excellent communication skills
• Ability to work under pressure and multi-task
• Strong attention to detail with a risk aware mindset
• Well organised and able to prioritise tasks
• Available to work extended hours as the business dictates
• Knowledge of international payments and reconciliation
• Basic KYC knowledge
• Language skills preferred
About Kroll
Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll.
Kroll is committed to equal opportunity and diversity, and recruits people based on merit.
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