Associate, Transaction Management Group
Listed on 2026-07-25
-
Finance & Banking
Risk Manager/Analyst, Banking Operations, Financial Compliance, Banking & Finance
We’re seeking an Associate, Transaction Management Group to join our dynamic team supporting documentation for institutional investors, banks, corporates, and government entities. This role offers the opportunity to work on complex syndicated lending and agency transactions across multiple regions, including Europe, Asia, and North America.
As part of our global Transaction Management team, you’ll play a key role in developing documentation standards, managing risk, and ensuring seamless deal execution. You’ll collaborate closely with internal stakeholders, legal counsel, and external clients — helping to shape the documentation framework for our Transaction Banking and Syndication products.
Key Responsibilities- Review and negotiate documentation such as lending agreements, escrow and account bank agreements, and security documents in line with internal policies and market standards.
- Advise relationship managers and business teams on documentation related to lending, structured finance, project finance, commodities, and trade finance.
- Liaise with origination teams, legal counsel, and clients to align documentation with business and regulatory needs.
- Drive improvements in documentation standards, mitigate performance risks, and enhance operational efficiency.
- Maintain independent control over documentation to ensure compliance and risk protection for the bank and clients.
- Manage transaction closings, ensuring all conditions precedent and subsequent are met, and support ongoing operational needs.
- Lead documentation management for distressed or restructured deals, working closely with workout teams and secured creditors.
- Support process development, policy alignment, and documentation training across the team.
Skills
- Strong understanding of lending, syndicated loans, and documentation practices.
- Solid knowledge of transaction banking, escrow, and agency services
. - Exceptional negotiation and stakeholder management skills.
- Analytical and detail-oriented mindset with sound judgment.
- Confident communicator who can engage effectively with clients and colleagues at all levels.
- Proactive problem solver with the ability to manage multiple transactions simultaneously.
- Bachelor’s degree in Law, Finance, or a related field (or equivalent experience).
- Experience in loan documentation
, syndicated lending
, or transaction management within financial services. - Familiarity with legal documentation, credit risk
, and operational processes
. - Collaborative and adaptable team player with a continuous improvement mindset.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.
You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months…
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