Relationship Manager – Loan Agency

Fidostra is an independent provider of loan agency, security trustee and transaction administration services for institutional financing and capital markets transactions.

We support clients and transaction parties through structured coordination, accurate information flows and disciplined execution throughout the lifecycle of a mandate.

Fidostra is seeking a Relationship Manager to manage institutional client relationships and support the delivery of loan agency mandates and financing transactions.

The role combines client coverage, mandate coordination and oversight of transaction administration. You will act as a principal point of contact for clients, borrowers, lenders, sponsors, legal advisers and other transaction parties, ensuring that client requirements are understood, responsibilities are clearly allocated and agreed services are delivered consistently.

This is a client-facing and execution-focused position requiring sound judgement, commercial awareness and a strong understanding of loan agency services and institutional financing transactions. The role operates within defined mandate-acceptance, review, approval and escalation processes.

• Develop and maintain professional relationships with institutional clients, borrowers, lenders, sponsors, advisers and referral sources.
• Act as a principal point of contact for assigned client relationships and loan agency mandates.
• Develop a clear understanding of each financing structure, the transaction parties and Fidostra’s responsibilities under the relevant finance documents.
• Coordinate the onboarding, mandate acceptance and establishment of new client relationships and transactions.
• Work closely with Transaction Managers and Client Administrators to support accurate and timely service delivery.
• Monitor the progress of live mandates, significant transaction events, outstanding deliverables and client requests.
• Participate in mandate discussions, transaction calls, financial closings and client meetings.
• Review proposed role descriptions, transaction structures and relevant finance-document provisions to identify operational requirements.
• Support the preparation of mandate proposals, engagement materials, service descriptions and onboarding information.
• Coordinate responses to client enquiries, operational issues and matters requiring escalation.
• Maintain clear communication with borrowers, lenders, legal advisers and other transaction parties throughout the financing lifecycle.
• Support amendment, waiver, consent, refinancing, restructuring and successor agency processes where applicable.
• Monitor service quality, obtain client feedback and identify opportunities to improve the client experience.
• Identify potential new mandates and additional relevant services arising from existing client and market relationships.
• Maintain accurate client, contact, mandate and relationship records.
• Support client onboarding, KYC reviews, conflict-management processes and other mandate-acceptance requirements.
• Represent Fidostra professionally at client meetings, industry events and relevant market discussions.
• Handle confidential and transaction-sensitive information in accordance with applicable data-protection and information-security requirements.

• Typically five or more years of relevant experience in loan agency, syndicated lending, private credit, corporate trust, institutional client coverage or transaction administration.
• Experience gained within a bank, loan agency or corporate trust provider, debt fund, asset manager, law firm or other financial-services environment would be advantageous.
• Strong understanding of bilateral, club or syndicated loan transactions and the respective roles of borrowers, lenders, agents, security trustees and advisers.
• Good working knowledge of facility agreements, intercreditor arrangements, security documents and related finance documentation.
• Demonstrated experience managing professional relationships with institutional clients and transaction parties.
• Ability to understand client requirements and translate them into clear operational responsibilities and service-delivery processes.
• Strong…