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Corporate Trust Transaction Analyst II

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Apex Systems
Full Time position
Listed on 2026-09-25
Job specializations:
  • Business
    Financial Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 75000 - 105000 USD Yearly USD 75000.00 105000.00 YEAR
Job Description & How to Apply Below

Job#: 3052046

Corporate Trust Transaction Analyst II

Job Description
  • Reviewing highly complex specialized debt capital market transactions/structures aligned to a business or multiple product segments from initiation through closing
  • Being a key liaison with outside counsel and in conjunction with Client & Business Development taking the lead in negotiation of the terms of the structure
  • Serve as primary contact with internal and external parties on new and existing transactions and deal documentation to ensure the life of issue meets all operational and documentation standards and mitigates any risk
  • Act as the Subject Matter "Go To" Expert/country specialist for product/country ensuring the business is kept up to date with market and competitor data and new regulations and laws for specific products or country regulations
Required Experience
  • Minimum 2 years of relevant experience in the financial services industry
  • Experience in Structured Finance in highly preferred
  • Experience onboarding financial products, accounts, transactions, or clients.
  • Experience reviewing contracts, governing agreements, or similar legal documentation.
  • Ability to communicate effectively with legal teams and external clients.
  • Strong stakeholder management and client communication skills.
  • Comfortable leading discussions and responding in client meetings and calls
  • Bachelor's Degree or equivalent experience
Benefits
  • medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
  • ESPP (employee stock purchase program)
  • 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
  • HSA (Health Savings Account on the HDHP plan)
  • Support Linc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • corporate discount savings program and other discounts
  • on-demand training program
  • certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure
  • certification discounts and other perks to associations that include CompTIA and IIBA.
  • dedicated customer service team for our Consultants that can address questions around benefits and other resources
  • certified Career Coach
Equal Opportunity Employer

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

4400 Cox Road
Suite 200
Glen Allen, Virginia 23060

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