CLO & Structured Finance Relationship Manager

U.S. Bank; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship/Transaction Manager to join their dynamic team in London. This role focuses on the CLO and Structured Finance business, where you will engage in transaction document review and negotiation, ensuring compliance with regulatory requirements. You will enhance client relationships and collaborate with internal teams to address any arising issues. This position offers a vibrant work environment where your contributions will directly impact the financial success of clients. If you're driven and eager to make a difference, this opportunity is for you.

Benefits

Health Insurance

Career Development Resources

Diverse Working Environment

Financial Security Benefits

Qualifications

• 5-7 years of experience in account management and trust operations.
• Legal education or experience is highly beneficial.

Responsibilities

• Perform document review and negotiation in compliance with policies.
• Enhance relationships with clients and underwriters.

Skills

Account Management

Trust Operations

Negotiation Skills

Interpersonal Skills

Problem Solving

Risk Management

Education

Bachelor’s Degree

Legal Education or Experience

Tools

Project Management

Capital Markets Documentation

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

Job Description

U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services in the world. Our clients look to us for trustee, agency, escrow, document custody, and money market issuing services via our 48 domestic offices and three international offices.

We are looking to hire an experienced Relationship / Transaction Manager to focus on the CLO and Structured Finance business, to perform transaction document review and negotiation in compliance with U.S. Bancorp policies and procedures as well as applicable regulatory requirements.

Accountabilities for your role - what are you expected to do?

• Perform transaction document review and negotiation in compliance with U.S. Bancorp policies and procedures as well as applicable regulatory requirements.
• Control risk language and identify feasibility of stated trustee or agency duties when closing new issues, restructuring an issue, amending, or supplementing documents.
• Perform pre-closing document review, closing activities, initial account reviews.
• Prepare necessary trustee or agent documents for closings, negotiate document comments with drafting counsel ensuring standard language (to the extent possible), and attend closings.
• Enhance relationships with other counsels, clients, and underwriters.
• Responsible for working within internal teams and specialty units in addressing issues and any other risk-related issues that arise for the assigned customer base.
• Keep abreast of industry changes and competitors’ capabilities to provide and/or develop services valued by active market participants (both existing and prospective customers).
• Serve as the customers’ primary contact for questions, problems, and education/consultation.

Competencies for your role - how are you expected to behave?

Drive for Results

Pursues goals with energy and perseverance; rarely gives up before succeeding; works to overcome barriers and challenges in order to produce desired results; can be counted on to achieve or surpass goals; consistently a top performer among peer group.

Collaboration

Develops good working relationships with others; recognizes and values differences; encourages an inclusive collaborative environment and open dialogue; puts team’s goals ahead of personal agendas; shares information openly and transparently; openly supports team members and their efforts.

Agility & Innovation

Demonstrates flexibility in dealing with fast-changing priorities, and different or challenging situations. Helps others to continuously improve and achieve results. Explores multiple solutions to overcome obstacles. Anticipates future needs that may affect the team or organization.

Risk Management

Appropriately identifies and manages risks, in compliance with applicable laws, rules and regulations, and with Company Policy.

Ethics and Trust

Maintains high ethical standards; gains the confidence and trust of others through honesty, integrity, and authenticity. Conducts oneself honestly and ethically; adheres to a core set of values and standards appropriate to the situation and acts accordingly; is consistent in words and actions; inspires trust and respect by dealing openly with people; keeps confidences and admits mistakes.

Technical Competencies for your role

• Thorough knowledge of account management, trust operations, presentations, project management, and legal regulations is required.
• Corporate trust and relationship/transaction management experience strongly preferred.
• Excellent interpersonal and problem-solving skills, including both written and oral communications.
• Working knowledge of CLO, structured finance, loan servicing, and related regulations, applicable regulatory requirements, and closing functions.
• Strong conflict management and negotiation skills required, combined with the ability to identify and mitigate potential risk.

Qualifications Required to perform your Role?

• Generally, requires a Bachelor’s Degree and/or 5-7 years of related experience.
• Legal education or experience and extensive capital markets documentation experience highly beneficial.

Control Function Disclosure

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

This role has been identified as a Controlled Function CF4 role under the Central Bank of Ireland’s Individual Accountability Framework Act 2023.

Accordingly, US Bank Europe DAC (USBE) must be satisfied on reasonable grounds that the role holder complies at all times with the fitness and probity/propriety standards. Applicants agree to permit USBE (or its agents) to conduct such due diligence as it deems necessary to satisfy itself on reasonable grounds that you comply with the Fitness and Probity/Propriety Standards and that you will provide USBE with all information and/or documentation relating to your qualifications, experience, employment history, financial soundness, and other interests that USBE requests for that purpose.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

We offer an exciting, fast-paced, and diverse working environment with employees of many different nationalities. We provide benefits to help you protect your health and financial security; and give you peace of mind. We also invest in your career growth with development resources that give you the opportunity to stretch and shine.

Posting may be closed earlier due to high volume of applicants.