Relationship Manager – Loan Agency

Fidostra; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Part-time or full-time options

Job summary

Fidostra in London is seeking a Relationship Manager to oversee institutional client relationships and support delivery of loan agency mandates and financing transactions. You will be the principal point of contact for clients, borrowers, lenders, sponsors and advisers, ensuring requirements are understood and services are delivered consistently.

The role combines client coverage, mandate coordination and transaction oversight.

Qualifications

• Five or more years in loan agency, syndicated lending, or related fields.
• Experience in banks, corporate trust or asset managers advantageous.
• Strong understanding of loan transactions and relevant finance documents.

Responsibilities

• Develop and maintain professional relationships with institutional clients and referral sources.
• Act as principal contact for assigned client relationships and loan mandates.
• Understand financing structures and Fidostra’s roles in finance documents.
• Coordinate onboarding, mandate acceptance and new client relationships.
• Support accurate and timely service delivery with Transaction Managers.
• Monitor live mandates, events, deliverables and client requests.
• Participate in mandate discussions, calls, and closings.
• Review documents to identify operational requirements.
• Prepare mandate proposals and onboarding information.
• Coordinate responses to client inquiries and issues.
• Maintain communication with borrowers, lenders and advisers.
• Support amendments, waivers, and restructuring as applicable.
• Monitor service quality and seek client feedback.
• Identify new mandate opportunities from client relationships.

Skills

Relationship management

Client coverage

Stakeholder mgmt

Financial services

Communication skills

Education

Degree in finance, business, economics or law

Professional qualification in finance

Tools

LoanIQ

CRM systems

Job description

Fidostra is an independent provider of loan agency, security trustee and transaction administration services for institutional financing and capital markets transactions.

We support clients and transaction parties through structured coordination, accurate information flows and disciplined execution throughout the lifecycle of a mandate.

ROLE OVERVIEW

Fidostra is seeking a Relationship Manager to manage institutional client relationships and support the delivery of loan agency mandates and financing transactions.

The role combines client coverage, mandate coordination and oversight of transaction administration. You will act as a principal point of contact for clients, borrowers, lenders, sponsors, legal advisers and other transaction parties, ensuring that client requirements are understood, responsibilities are clearly allocated and agreed services are delivered consistently.

This is a client-facing and execution-focused position requiring sound judgement, commercial awareness and a strong understanding of loan agency services and institutional financing transactions. The role operates within defined mandate-acceptance, review, approval and escalation processes.

KEY RESPONSIBILITIES

• Develop and maintain professional relationships with institutional clients, borrowers, lenders, sponsors, advisers and referral sources.


• Act as a principal point of contact for assigned client relationships and loan agency mandates.


• Develop a clear understanding of each financing structure, the transaction parties and Fidostra’s responsibilities under the relevant finance documents.


• Coordinate the onboarding, mandate acceptance and establishment of new client relationships and transactions.


• Work closely with Transaction Managers and Client Administrators to support accurate and timely service delivery.


• Monitor the progress of live mandates, significant transaction events, outstanding deliverables and client requests.


• Participate in mandate discussions, transaction calls, financial closings and client meetings.


• Review proposed role descriptions, transaction structures and relevant finance-document provisions to identify operational requirements.


• Support the preparation of mandate proposals, engagement materials, service descriptions and onboarding information.


• Coordinate responses to client enquiries, operational issues and matters requiring escalation.


• Maintain clear communication with borrowers, lenders, legal advisers and other transaction parties throughout the financing lifecycle.


• Support amendment, waiver, consent, refinancing, restructuring and successor agency processes where applicable.


• Monitor service quality, obtain client feedback and identify opportunities to improve the client experience.


• Identify potential new mandates and additional relevant services arising from existing client and market relationships.


• Maintain accurate client, contact, mandate and relationship records.


• Support client onboarding, KYC reviews, conflict-management processes and other mandate-acceptance requirements.


• Represent Fidostra professionally at client meetings, industry events and relevant market discussions.


• Handle confidential and transaction-sensitive information in accordance with applicable data-protection and information-security requirements.

CANDIDATE PROFILE

• Typically five or more years of relevant experience in loan agency, syndicated lending, private credit, corporate trust, institutional client coverage or transaction administration.


• Experience gained within a bank, loan agency or corporate trust provider, debt fund, asset manager, law firm or other financial-services environment would be advantageous.


• Strong understanding of bilateral, club or syndicated loan transactions and the respective roles of borrowers, lenders, agents, security trustees and advisers.


• Good working knowledge of facility agreements, intercreditor arrangements, security documents and related finance documentation.


• Demonstrated experience managing professional relationships with institutional clients and transaction parties.


• Ability to understand client requirements and translate them into clear operational responsibilities and service-delivery processes.


• Strong communication, presentation and relationship-management skills.


• Commercial awareness and the ability to identify relevant mandate and service opportunities.


• Ability to manage several client relationships, mandates and competing priorities in parallel.


• Sound judgement and the ability to resolve issues or elevate them appropriately.


• Strong attention to detail and a structured, dependable and proactive working style.


• High degree of discretion when handling confidential and transaction-sensitive information.


• Familiarity with LoanIQ or comparable loan agency and loan administration systems would be beneficial.


• A degree or relevant professional qualification in business, finance, economics, law or a related discipline is desirable; equivalent practical experience will also be considered.

LANGUAGE SKILLS

• Professional fluency in English, both written and spoken, is required.


• Additional European language skills would be advantageous.

WHAT WE OFFER

• Responsibility for institutional client relationships and live loan agency mandates.


• A role combining relationship management, transaction oversight and market engagement.


• Close interaction with borrowers, lenders, sponsors, legal advisers and other transaction parties.


• Direct involvement in syndicated, club and private credit financing transactions.


• The opportunity to contribute visibly within a specialist, execution-focused organisation.


• Professional training and support for relevant professional memberships.


• Scope to take on broader responsibility as your experience and contribution develop.


• Hybrid working and the possibility of part-time or full-time arrangements.

ADDITIONAL INFORMATION

Employment will be with Fidostra UK Limited. The position is based in London and follows a hybrid working model.

Part-time and full-time arrangements may be considered. The precise scope, working hours and responsibilities will be agreed based on the candidate’s experience and the requirements of the role.

EQUAL OPPORTUNITIES

Fidostra is committed to providing equal opportunities in recruitment and employment. Applicants are considered on the basis of their qualifications, experience and suitability for the role, without discrimination on any ground protected by applicable law.

If you require a reasonable adjustment during the application process, please contact [e-mail].