Transactions Manager – Project Finance and Loan Agency

Morgan Philips Group; Greater London; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Primarily remote

London office day 1–2 weeks

Job summary

Morgan Philips Group is seeking a Transactions Manager to oversee an international portfolio of syndicated loan agencies, bond trustee and security agent appointments. You will onboard, monitor, administer and report during lifecycle events in accordance with financing agreements and internal directions.

This role is primarily remote with one London office day every 1–2 weeks. The ideal candidate has 5–10 years in project or infrastructure finance, superb attention to detail, excellent

Qualifications

• 5-10 years of experience in project or infrastructure finance.
• Excellent work attitude and quick learner.
• Ability to prioritise tasks.
• Attention to detail and willingness to go the extra mile.
• Excellent English communication; Spanish language skills are a plus.

Responsibilities

• Review draft facility, bond issuance and security package documentation from an agency/trustee and security agent perspective during the pre-closing process.
• General management of a domestic and international portfolio of project and infrastructure transactions.
• Calculation of amounts distributed across borrowers and lenders per facility agreements (drawdowns, fees, interest, principal).
• Setting of interest periods and reference rates;
• Loan/Bond lifecycle event management and bookkeeping of transactions;
• Execution of payment instructions in relation to lifecycle events.
• Management of loan and bond administration communications to investors, borrowers and lenders.
• Assistance and coordination of consents, waivers and restructuring processes.
• General liaison with sponsors, lawyers, auditors, bankers and investors.

Skills

Attention to detail

Communication skills

Prioritisation

Quick learner

English fluency

Job description

TRANSACTIONS MANAGER – PROJECT FINANCE & LOAN AGENCY

PRIMARILY REMOTE

ONE DAY IN LONDON OFFICE EVERY 1-2 WEEKS

PERMANENT ROLE

Company Overview:

Morgan Philips Specialist Recruitment is pleased to be representing a leading independent provider of fiduciary, trustee and agency services within the international debt and capital markets space. The business specialises in providing bond trustee, loan agency and security agency services across a range of asset classes and international jurisdictions, supporting lenders, borrowers and investors throughout the lifecycle of complex financing transactions.

Role Overview:

Our client is strengthening its team and looking for a Transactions Manager to manage an international portfolio of syndicated loan agencies, bond trustee and security agent appointments. The successful candidate will onboard, monitor, administer and carry out analysis and reporting during the transactions’ life cycle events in accordance with the terms of the financing agreements and internal directions provided.

Responsibilities:

• Review of draft facility, bond issuance and security package documentation from an agency/trustee and security agent perspective during the pre-closing process.
• General management of a domestic and international portfolio of project and infrastructure transactions.
• Calculation of the amounts to be distributed across borrowers and lenders in accordance with the terms of the facility agreements (e.g. drawdowns, fees, interest, and principal repayments);
• Setting of interest periods and applicable reference interest rates;
• Loan/Bond lifecycle event management and bookkeeping of the transactions;
• Execution of payment instructions in relation to loan lifecycle events.
• Management of loans and bonds administration-related communications to investors, borrowers and lenders.
• Assistance and coordination of consents, waivers and restructuring processes.
• General liaison with third parties such as sponsors, lawyers, auditors, bankers and investors, as required.

Requirements and Qualifications:

• 5- 10 years’ experience of working in a project and infrastructure finance related area, preferably in an infrastructure firm, law firm or the middle office or front office of a bank.
• Excellent work attitude, quick and willing learner.
• Ability to prioritise tasks.
• Eagerness to pay attention to detail and to go the extra mile in all aspects of the role.
• Excellent communication skills and professionalism.
• Fluency in English is a must, with business level proficiency in Spanish an added plus

Please note you will receive an automated response advising you that we have received your CV.

Morgan Philips Group is a global talent solutions business that disrupts conventional thinking in executive search, recruitment and talent consulting. We operate in over 20 markets in Europe, North & South America, Asia, and the Middle East & Africa. We understand that the future is digital and social, so we embrace the latest technology, including video ads and CVs, as well as social recruiting. Our innovative services are tailored to the new world of work yet we do not lose sight of the fact that employees be they existing and potential are ultimately human beings.

We are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.