Role Title: Transaction Manager Associate

Business: Global Banking and Markets

New or Existing Role: Replacement

Grade:GCB5

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

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 seeking an ambitious individual to join our team as Transaction Manager Associate working together with colleagues to define, manage and achieve divisional business targets. 

Role Purpose

• Work as part of a team dedicated to the review and negotiation of documentation related to new and existing transactions with a particular focus on agency/custody/escrows/facility agent/security agent/trustee roles. 
• Support the team with certain pre and 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.

In this role, you will:

• Be responsible for supporting the Transaction Management team with various pre and post-closing tasks. This includes administrative as well as business task. 
• 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.
• Create and follow up any actions diary for all relevant appointments;
• Produce and report monthly outstanding figures relating to receipt of documentation, set up of new appointments and diary actions;
• Oversee 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;
• Prepare Board Meeting materials, and Discretionary committee packs/minutes when required.

Qualifications

To be successful in the role, you should meet the following requirements:

• Be Client focused with the ability to demonstrate dedication to clients internally as well as externally.
• Be a Good communicator, both written and verbally.
• Are able to work in a high pressure environment and manage priorities effectively.
• Have Strong time management skills.
• Be proactive and flexible attitude.
• Have the ability to work in a team environment and support the team with competing demands. 
• Display a 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.
• To have ideally some legal/law, Capital Markets or LMA/Syndicated Loans legal documentation background is desirable but this is not essential.

You’ll achieve more when you join HSBC.  

https://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 

https://www.hsbc.co.uk/1/2/popups/uk-privacy-statement#/overview