Transaction Manager Associate

at  HSBC Global Services Limited

HSBC Global Banking and Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.
We are currently hiring an Associate Transaction Manager
The jobholder will work as part of a post-closing team dedicated to the review and negotiation of documentation related to existing transactions with a particular focus on agency/custody/escrows/facility agent/security agent/trustee roles. The jobholder will be an individual contributor support the team with certain post-closing administration tasks in relation to such appointments, with a focus on physical security receipt, cataloguing and dispatch. This includes responsibility for monitoring compliance with governing documentation requirements, preparation of internal reports, collecting and processing original documents, support with transaction execution, on-going liaison with the Client Management Team and other with third parties.
The jobholder will review post-closing deal amendments, trustee discretionary matters, and assist on defaulting transactions and be responsible for supporting the Transaction Management team with various. This includes administrative as well as business task.
The jobholders should ensure the business is not exposed to unacceptable risk by actively chasing and monitoring necessary items to be received in accordance with the transaction documentation.

Responsibilities

• Review Transaction documents to ensure feasibility and protect Issuer Service’s legal position, appointing legal counsel, as necessary.
• Present to Fiduciary Risk Committees, both Local and Global, as appropriate.
• To create and follow up any actions diary for all relevant appointments;
• To produce and report monthly outstanding figures relating to receipt of documentation, set up of new appointments and diary actions;
• Maintenance of any action dairy including, but not limited to, monitoring of receipt of compliance certificates, interim and annual financials;
• Review compliance certificates to ensure they have been properly construed and are thus in the format required in accordance with the terms of the transaction documents;
• Ensure all original legal documentation is received in timely manner and archived in accordance with team procedures. Liaise with external counsel, where necessary, when documents are outstanding;
• Preparation of Board Meeting materials, and Discretionary committee packs/minutes when required.

Knowledge/Experience

• Client focused. Ability to demonstrate dedication to clients internally as well as externally.
• Good communicator, both written and verbally.
• Able to work in a high pressure environment and manage priorities effectively.
• Strong time management skills.
• Proactive and flexible attitude.
• Ability to work in a team environment and support the team with competing demands. Team player.
• Professional attitude to ensure the Group is not exposed to any potential operational or reputational risks by understanding and adhering to established processes and controls.
• Ideally, some legal/law, Capital Markets or LMA/Syndicated Loans legal documentation background is desirable but not essential.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.
If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500

• Review Transaction documents to ensure feasibility and protect Issuer Service’s legal position, appointing legal counsel, as necessary.
• Present to Fiduciary Risk Committees, both Local and Global, as appropriate.
• To create and follow up any actions diary for all relevant appointments;
• To produce and report monthly outstanding figures relating to receipt of documentation, set up of new appointments and diary actions;
• Maintenance of any action dairy including, but not limited to, monitoring of receipt of compliance certificates, interim and annual financials;
• Review compliance certificates to ensure they have been properly construed and are thus in the format required in accordance with the terms of the transaction documents;
• Ensure all original legal documentation is received in timely manner and archived in accordance with team procedures. Liaise with external counsel, where necessary, when documents are outstanding;
• Preparation of Board Meeting materials, and Discretionary committee packs/minutes when required