Transaction Manager, Agency and Trustee Services
Apply NowCompany: Kroll
Location: New York, NY 10025
Description:
Job Description
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 900 loan and bond transactions.
Due to our rapid growth in Europe and globally based clients, our agency business in the US was launched in 2023 as Kroll Agency Services (US) LLC and we are looking for talented individuals to join our growing Client Services team as Manager, Client Services.
Day to Day responsibilities
Assist in the ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants
Assume responsibility for assisting in closing new deals as assigned by TM Head:
Reviewing and negotiating transaction documents
Managing the signing process
Overseeing the closing and funding process
Manage CP process
Manage post-closing accessions
Ad-hoc follow up matters
Work closely with Operations to ensure deals are accurately entered into our system of record (Wall Street Office), including agreeing and tracking the deliverables
Support Operations to ensure that they can handle operational queries
Assist senior transaction managers in proactively manage and develop client/influencer relationships to win new/repeat business
Adhere to existing procedures and contribute to regular reviews/updates
Support senior transaction managers in actively participating in team meetings and communicate deal status, upcoming events etc
Assist with new client onboarding (KYC) as required
Collaborate with senior transaction management to bring ideas and suggestions for best practice
Overseeing periodical payments/cashflows occurring on the deal portfolio
Assist in managing borrower and lender relationships on transactions
Assist in the collection of Kroll fee revenue and billing activity on the portfolio
Essential Traits
Solid experience in documentation review including credit agreements/intercreditor agreements/trust deeds
General knowledge of current loan market practises/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
Basic KYC knowledge
Language skills preferred
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.
#LI-TM1
#LI-Hybrid
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 900 loan and bond transactions.
Due to our rapid growth in Europe and globally based clients, our agency business in the US was launched in 2023 as Kroll Agency Services (US) LLC and we are looking for talented individuals to join our growing Client Services team as Manager, Client Services.
Day to Day responsibilities
Assist in the ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants
Assume responsibility for assisting in closing new deals as assigned by TM Head:
Reviewing and negotiating transaction documents
Managing the signing process
Overseeing the closing and funding process
Manage CP process
Manage post-closing accessions
Ad-hoc follow up matters
Work closely with Operations to ensure deals are accurately entered into our system of record (Wall Street Office), including agreeing and tracking the deliverables
Support Operations to ensure that they can handle operational queries
Assist senior transaction managers in proactively manage and develop client/influencer relationships to win new/repeat business
Adhere to existing procedures and contribute to regular reviews/updates
Support senior transaction managers in actively participating in team meetings and communicate deal status, upcoming events etc
Assist with new client onboarding (KYC) as required
Collaborate with senior transaction management to bring ideas and suggestions for best practice
Overseeing periodical payments/cashflows occurring on the deal portfolio
Assist in managing borrower and lender relationships on transactions
Assist in the collection of Kroll fee revenue and billing activity on the portfolio
Essential Traits
Solid experience in documentation review including credit agreements/intercreditor agreements/trust deeds
General knowledge of current loan market practises/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
Basic KYC knowledge
Language skills preferred
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.
#LI-TM1
#LI-Hybrid