Senior Client Services / Transaction Management Specialist – Structured Finance
We are seeking an experienced professional to join a leading financial services organisation supporting structured finance transactions and loan portfolio administration.
The Opportunity
This role plays a key part in overseeing Collateralised Loan Obligations (CLOs) and loan portfolios, ensuring excellent client service, strong operational oversight, and effective transaction management.
Key Responsibilities
Manage day-to-day oversight of assigned CLO and/or loan portfolios to ensure a high standard of client service
Oversee cash and trade activity across loans, bonds and related transactions, ensuring timely execution
Review and prepare reports relating to portfolio and transaction performance
Monitor service delivery and maintain strong operational controls
Client & Stakeholder Management
Build and maintain strong relationships with clients and internal stakeholders
Participate in client meetings, ensuring accurate minutes and completion of follow-up actions
Develop strong working partnerships with front office and relationship management teams
Act as a senior escalation point, resolving complex issues and driving successful outcomes
Maintain close communication with management teams on workflow and operational status
Support and train operational teams on client and transaction-specific requirements
Work collaboratively across global teams to improve business processes and operational efficiency
Help strengthen controls through process standardisation and consistent oversight
Operational Excellence & Risk Management
Support key business initiatives focused on process improvement and enhanced client service
Liaise effectively with internal teams, investment managers, brokers and clients
Monitor and manage external business partner performance, escalating concerns where appropriate
Contribute to risk management and governance through strong oversight and controls
About You
We are interested in speaking with professionals who bring:
Experience within Corporate Trust or a related financial markets / securities environment, ideally with exposure to facility or security agent responsibilities
Strong client relationship and stakeholder management experience
Ability to review and interpret transaction and governing legal documentation
Experience across loan products including syndicated, bilateral and/or real estate lending (highly desirable)
Solid understanding of risk management, operational controls and financial products
Excellent communication and interpersonal skills
Strong analytical, organisational and problem-solving capabilities
Ability to manage competing priorities and meet tight deadlines
Strong Microsoft Office skills, particularly Excel
This is an excellent opportunity for an experienced structured finance or loan operations professional looking to take on a highly visible client-facing role within a collaborative and fast-paced environment.
#J-18808-Ljbffr