Senior Transaction Manager

• Manage a portfolio of trustee appointments, maintaining a clear understanding of transaction structures, key documents, parties, obligations, deadlines and risk profile
• Act as a day-to-day contact for clients, legal advisers, arrangers, investment banks, agents and other transaction parties, leading calls and meetings where appropriate
• Review transaction documents before and after closing to identify trustee-specific duties, protections, conditions, information requirements and operational actions, escalating material legal or risk issues through the appropriate internal channels
• Translate executed document requirements into practical closing checklists, diary items, controls and ongoing administration procedures
• Manage amendments, waivers, consents, restructurings, defaults, enforcement preparations and termination processes, coordinating internal approvals and external advice as required
• Draft and review trustee correspondence, notices, certificates, confirmations and in-house agreements, and coordinate execution in accordance with delegated authorities and internal procedures
• Complete and maintain accurate matter records, including transaction data, contacts, executed documents, approvals, key decisions and material correspondence
• Support client acceptance, KYC and onboarding by providing complete transaction information and resolving trustee-specific queries promptly
• Record time accurately in the relevant system.
• Maintain an overview of work in progress, billing, recoverability and aged debt for the portfolio, identifying out-of-scope activity early and supporting fee proposals or variations
• Serve as an escalation point for complex operational and client matters, taking ownership of resolution and ensuring that significant issues are reported promptly
• Guide junior colleagues through transaction reviews and live matters, share technical knowledge and contribute to consistent allocation, quality control and resilience across the team
• Identify and implement improvements to trustee procedures, templates, controls and systems, with a focus on reducing key-person dependency and improving service consistency
• Contribute to business development by scoping opportunities, assisting with fee proposals, supporting pitches and identifying appropriate additional services for existing clients
• Maintain current knowledge of relevant market practice, legislation and regulation, and translate developments into practical guidance or training for the team