Transaction Manager
London
Full Time
Hybrid

 

The Position

This is a dynamic team engaged in the delivery of company secretarial services and client relationship management for an existing portfolio of client companies whose underlying assets include Loan Portfolios (property and auto), asset back securities, real estate transactions and restructuring. The portfolio is growing, has complexity and an experienced and enthusiastic individual is required to support this growth and adequately manage the day to day administration of these companies.

The Company Secretarial Manager reports to the Company Secretarial Team Leader. 

The Manager is the day to day point of contact and manager for a portfolio of transactions where the primary service is to provide company secretarial support.

 

Your Responsibilities:

 

Company Secretarial Services

Performs the company secretarial role for the client entities, ensuring all on-going statutory, legal and transactional obligations are met, maintaining good corporate governance throughout.  Maintains statutory filings, file forms with Companies House, incorporate new companies and draft constitutional documents. Organises, convenes (including the preparation of board packs) and attends client board, investor and committee meetings.  Drafts live minutes and action point lists from board, investor and committee meetings and circulates to clients in a timely manner.  Ensures good legal standing of all client entities under management during the whole “lifecycle” of companies.

 

Transaction Management

Manages a portfolio of companies involved in various transactions including operational companies, structured finance, private credit, restructuring and real estate financing.  Communicates and coordinates with clients as well as all internal and external parties on the transactions in the allocated portfolio. Promotes a client service-oriented culture by providing timely responses to client requests, personal attention, complaint follow up and monitors the professionalism in communication with clients, colleagues and intermediaries. Ensures that all transactions in the allocated portfolio are fully understood. Analyses, evaluates and discusses specific client and prospect requests. Drafts CSC services agreements, fee letters and ancillary documents. Ensures the proper handling of transactions, including but not limited to incorporation, on-boarding, any documentation review required and execution in line with processes and procedures. Ensures the accurate and timely completion of internal processes and procedures for all transactions in the allocated portfolio. Ensures the quality of client files is in high standing with regard to completeness and accuracy, and in accordance with the filing processes and procedures.

 

Business Development

Maintains and grows relationships with existing clients and intermediaries. Attends meetings with clients and intermediaries. Where needed, participates in business trips for visiting existing clients, intermediaries and new potential clients. Coordinates timely reporting of legal issues with clients.

 

Compliance

Adheres to the CSC client acceptance process and procedures and executes periodic review of client files to ensure ongoing compliance. Actively monitors transactions and client entities under management.  

 

Client Invoicing

Submits time recording on a timely basis to ensure appropriate chargeability and a proper invoicing of chargeable work. Responsible for preparation of client billing files in line with the corresponding services agreement; and Review of invoices and ensuring timely settlement of these.

 

People Management

Coaches junior team members where required.

 

Key Competencies:

Minimum two years’ experience working in legal or structured finance. Experience with a corporate services provider an advantage but not essential.  Legal degree or similar.  Fluency in written and spoken English. Excellent written and oral communication skills. Ability to cope with a busy workload and to agree and meet deadlines. Meticulous attention to detail. Planning and organizational skills. Ability to work effectively as part of a team while also comfortable working on own initiative. Willing to provide guidance and training to junior team members.