Senior Analyst I, Portfolio Transaction Management, Agency and Trustee Services

Senior Analyst I, Portfolio Transaction Management, Agency and Trustee Services

London, United Kingdom

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 rapid growth, we are looking for talented individuals to join our Client Services team.

Day to Day Responsibilities

1. Ownership of a portfolio of loans and bonds from a BAU perspective
2. Documentation review for all BAU matters
3. Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
4. Represent creditors' security interests
5. Act as a conduit between finance parties representing lenders
6. Track Obligor information undertakings, circulate to creditors (deliverables)
7. Collaborate with management to bring ideas and suggestions for best practice
8. Documentation review & negotiation of finance documents with counsel
9. Creditor outreach & facilitate questions on the request
10. Maintaining a creditor consent register and provide updates on consent threshold
11. Executing amendment documentation and circulate to creditors
12. Instruct OPS to implement amendments on internal operating platforms
13. Monitor KYC sign off from creditors
14. Liase with KATS KYC team to onboard new obligors
15. Executing accession documentation and circulate to creditors
16. Take additional security where applicable
17. Review and execution of accession documentation (usually scheduled to ICA)
18. Review and execution of release documentation and pay-off letters
19. Coordinate to finalise pay-off amounts
20. Process accordions, upsizes & incremental facilities
21. Check payment files and release funds for BAU drawdowns and full repayments
22. Hold security over borrower/obligor assets for benefit of the creditors
23. Facilitate taking new security and releasing existing security
24. Review and execution of security documents

Qualifications

• Knowledge of current loan market practices
• 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

Kroll is headquartered in New York with offices around the world.