Manages high-profile client relationships in the fixed income market while managing complex structured finance transactions. Assists with advanced duties related to deal management. Communicates effectively with clients and proactively addresses client questions and concerns.
Required Skills
EDUCATION/TRAINING (OR EQUIVALENT):
- Bachelor’s Degree required
EXPERIENCE (TYPE OF WORK EXPERIENCE, MINIMUM NUMBER OF YEARS):
- Minimum 5 years work experience in Accounting or Finance
TECHNICAL OR ADMINISTRATIVE KNOWLEDGE:
- Highly proficient with Microsoft software
- Advanced Excel skills required
- Basic Bloomberg knowledge desired
- Advanced knowledge of securities
SPECIAL SKILLS AND/OR ABILITIES:
- Excellent analytical and problem-solving skills
- Strong verbal and written communication skills
- Excellent attention to detail
- Exercises independent judgment and multi-task oriented
- Takes initiative and ownership of job responsibilities
- Must be able to work well in a team environment
- Must be able to perform essential job duties accurately and timely
- Must adhere to deadlines and targets given
Required Experience
- Prepares daily reconciliation of cash transactions
- Manages complex structured finance transactions in the fixed income market
- Maintains good client relationships with portfolio managers, underwriters, investors, rating agencies and other related third parties to the transactions
- Interprets and comprehends complex legal documents that govern structured finance deals
- Provides accurate and timely monthly reporting that is in compliance with deal documents
- Prepares and analyzes hypothetical transactions according to deal requirements
- Proactively manages deals by understanding clients’ needs and deal documents
- Manages and grows client base by providing excellent quality service that results in repeat business
- Works closely with others internally to create and streamline processes and procedures