Portfolio Transaction Manager, Agency and Trustee Services

Kroll; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in financial advisory is seeking a Portfolio Transaction Manager to join their growing team in London. The role involves managing loan and bond transactions, developing client relationships, and ensuring operational accuracy. With a focus on attention to detail and strong communication, this position is ideal for those looking to advance their career in a dynamic environment.

Qualifications

• Knowledge of current loan market practices preferred.
• Available for extended hours as needed.
• Multi-tasking ability in a fast-paced environment.

Responsibilities

• Manage a diverse portfolio of loans and bonds.
• Develop client/influencer relationships.
• Check payment files and release funds on drawdown.

Skills

Strong team player

Excellent communication skills

Attention to detail

Ability to work under pressure

Organisational skills

Knowledge of international payments

Job description

Portfolio Transaction Manager, Agency and Trustee Services

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Portfolio Transaction Manager, Agency and Trustee Services

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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 800 loan and bond transactions.

Due to rapid growth, we are looking for talented individuals to join our Transaction Management (TM) team.

Day-to-day Responsibilities

• Take ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants.
• Assume responsibility for a portfolio of deals as assigned by TM Head:
• Manage post-closing accessions.
• Ad-hoc follow up matters.
• Work closely with Operations to ensure deals are accurately entered into our system of record including agreeing and tracking the deliverables.
• Assume day to day responsibility for matters arising on the portfolio.
• Checking payment files and releasing funds on drawdown.
• Working with Middle Office on Waivers and Amendments.
• Support Operations to ensure that they can handle operational queries.
• Proactively manage and develop client/influencer relationships.
• Adhere to existing procedures and contribute to regular reviews/updates.
• Actively participate in team meetings and communicate deal status, upcoming events etc.
• Collaborate with management to bring ideas and suggestions for best practice.
• Overseeing periodical payments/cashflows occurring on the deal portfolio.
• Manage borrower and lender relationships on transactions.
• Assist MO in collection of Kroll fee revenue and billing activity on the portfolio.
• Work alongside middle office to maintain and update collateral records.
• Ensure all Deal Closing Checklists are completed in line with Kroll procedures.
• Manage Escrows.
• Other ad hoc duties assigned by management from time to time.
  
  

Essential Traits

• Knowledge of current loan market practices/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
• Language skills preferred but not essential.
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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