Transaction Management Analyst

Dexian; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Dexian is seeking a Transaction Management Analyst to support corporate trust transaction management. You will review complex debt capital markets/structured finance deals from initiation through closing, coordinating documentation and partnering with legal, risk, and operations teams.

You will act as a primary liaison with internal and external clients, review contracts, and ensure documentation and operational requirements are met.

Qualifications

• Minimum 2+ years of relevant professional experience in financial services, transaction support, trust, or related.
• Experience reviewing contracts and transaction documentation.
• Comfort discussing documentation with internal partners (legal/risk/operations) and external clients.
• Ability to work onsite 4 days/week in Houston, TX (Pittsburgh, PA may also be considered).

Responsibilities

• Review complex debt capital markets/structured finance transactions and structures from initiation through closing.
• Support transaction structuring activities and documentation review in partnership with business and client-facing stakeholders.
• Serve as a key liaison with outside counsel and internal partners to move transactions through execution and closing.
• Act as a primary contact for internal/external parties regarding transaction documentation and operational requirements.
• Review contracts and initiate the account opening process aligned to internal standards and controls.
• Ensure transactions meet operational and documentation standards throughout the life of the issue; help identify and mitigate risk.
• Maintain awareness of relevant market dynamics, competitor information, and applicable regulations impacting assigned products/structures.

Skills

Contract review

Documentation coordination

Stakeholder communication

Financial services exposure

Job description

Transaction Management Analyst will assist with corporate trust transaction management. This position focuses on reviewing complex debt capital markets / structured finance transactions from initiation through closing, coordinating documentation, and partnering with internal stakeholders (legal, risk, operational teams) and external parties (clients, counsel).

What You’ll Do:

• Review complex debt capital markets / structured finance transactions and structures from initiation through closing.
• Support transaction structuring activities and documentation review in partnership with business and client-facing stakeholders.
• Serve as a key liaison with outside counsel and internal partners to move transactions through execution and closing.
• Act as a primary contact for internal/external parties regarding transaction documentation and operational requirements.
• Review contracts and initiate the account opening process aligned to internal standards and controls.
• Ensure transactions meet operational and documentation standards throughout the life of the issue; help identify and mitigate risk.
• Maintain awareness of relevant market dynamics, competitor information, and applicable regulations impacting assigned products/structures.

Required Qualifications:

• Minimum 2+ years of relevant professional experience (financial services, transaction support, trust, or related).
• Experience reviewing contracts and transaction documentation.
• Comfort discussing documentation with internal partners (e.g., legal/risk/operations) and external clients.
• Ability to work onsite 4 days/week in Houston, TX (Pittsburgh, PA may also be considered).

Preferred Qualifications:

• Experience in structured finance, client service, or hedge fund / investment management environments.
• Exposure to CLO/CDO structures (preferred, not required).
• Knowledge of ABS and/or MBS products (strong plus).

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.