Agency Transaction Management Analyst

SGS Société Générale de Surveillance SA; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading company in global banking is seeking a Structured Finance professional to support Agency Management across various finance lines. The role involves reviewing legal documentation, managing amendments, and collaborating with sub-agents. Candidates should have at least 5 years of experience in a structured finance environment and strong client relationship skills.

Benefits

20 Vacation days + 4 personal days

Health spending accounts ($2,000 / year)

Fully sponsored virtual healthcare assistance

Qualifications

• Minimum 5 years of banking experience in a structured finance environment.
• Strong experience in Agency Management with club-deals.
• Knowledge of Leveraged Lending and Project Finance.

Responsibilities

• Provide Agency Management support for various finance lines.
• Review legal documentation for Agent role pre-closing.
• Manage amendments, waivers, and consents for assigned transactions.

Skills

Agency Management

Client Relationship Skills

Problem Solving

Organizational Skills

Communication Skills

Education

MBA

CFA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Debtdomain

Job description

Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients. With IT & Operations teams working side by side under the same leadership, the goal of GBTO is to meet the evolving needs of its clients and market requirements, as well as anticipate technological advances to accelerate and support the transformation of GBIS activities. GBTO is at the very heart of this technological and operational challenge.

Financing and Transaction Banking is a global organization covering the management of structured finance transactions. Within our organization, the Structured Finance Middle Office team manage transactions / portfolios pre to post and closing for Project Finance, Leveraged Finance, Media & Telecom Finance, Commercial Real Estate, Metals & Mining Finance, Aircraft Finance and Export Finance. The group supports the business lines in all aspects of portfolio and transaction management, including operational responsibilities, agency management, credit risk monitoring and client relationship support.

What will be your DAY-TO-DAY?

Your day-to-day responsibilities include, but are not limited to, the following :

• Provide Agency Management support for Project Finance, Leveraged Finance, Commercial Real Estate and Digital Infrastructure business lines.
• Review legal documentation for Agent role pre-closing.
• Collaborate closely with sub-agents and oversee their functions.
• Manage amendments, waivers, and consents for assigned transactions.
• Handle CP process for draw requests and term conversion.
• Create deal sites in Debtdomain and post documentation.
• Review and validate withdrawal transfer certificates.
• Organize lender calls, bank meetings, and site visits.
• Manage KYC requests from lenders.
• Coordinate with lenders for payoffs and release of security packages.
• Serve as the first point of contact for lender queries on transaction.
• Assist in internal and external audits and examinations of portfolios.

Skills and Qualifications :

Must Have :

• Minimum 5 years of banking experience in a structured finance environment.
• Strong experience in Agency Management with club-deals and broadly syndicated transactions.
• Knowledge of Leveraged Lending, Project Finance, and Asset-Based Finance.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Experience with Agency debt site platforms.
• Experience with legal documentation review.
• Highly organized, self-starter.
• Strong client relationship skills.
• Excellent interpersonal and communication skills.
• Strong problem-solving and organizational skills; ability to prioritize and multitask.
• Ability to work in a dynamic, deadline-focused environment.

Nice to Have :

• Experience with Debtdomain.
• Experience with troubled credits, including workouts.
• Experience working with Export Credit Agencies on multi-agency transactions.

Education :

• MBA, CFA, considered a plus.

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority (“FINRA”).

OUR BENEFITS :

Competitive compensation & benefits offering, including but not limited to :

• Minimum of 20 Vacation days + 4 personal days

Supportive Maternity, paternity, parental and adoption leave policy

• Health spending ($2,000 / year) and personal spending ($1,000 / year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)

Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family.

Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.

Culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others).

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE :

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.

D&I :

Our Diversity & Inclusion Mission : Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

HYBRID WORK ENVIRONMENT :

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable business lines will determine and communicate the work arrangements that best meet their business needs.

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