Corporate Trust Transaction Oversight Manager - Vice President

Position Overview

Job Description – Transaction Management Oversight Manager Oversight Role

The product teams located in Santa Ana, CA require an oversight function for a certain population of deals. This position will provide the oversight for these products. The oversight role requires reviewing and approving ad hoc requests throughout the life cycle of a transaction. The oversight role will involve interaction with Santa Ana client services who run a population of deals and ensuring that the oversight responsibilities are completed timely. In addition, to enhance this candidate’s knowledge base of the transaction management function, they will be involved in document negotiation and implementation for new Americas Debt & Agency deals.

Oversight functions may include the review of:

• New deal set-up. Includes reviewing various aspects of set-up, investment instructions, checklist review and approval.
• Review and sign-off on the annual review process for each applicable transaction.
• Knowledge and awareness of deal terminations which will include executing any deal documents, checklist review and system approvals.
• Review and Execution of contracts for new deals, amendments, terminations etc.
• Holder or other escalated inquiries including incoming/outgoing notices.
• Involvement in escalated inquiries which will include interacting with outside counsel and product heads.
• Changes in bondholder statement approvals (restatements/reporting changes).
• Potential default review including interacting with outside counsel, default team, product leads and client services.
  
  
  

The Oversight position will also require:

• Participation in oversight management meetings, governance committees.
• Working with other teams such as Client Services Product Teams and Default and Distressed Transaction Team.
  
  
  

Transaction Management Responsibilities:

In addition to the oversight function, the Transaction Management Oversight Manager will be involved in deal implementation for the Americas Debt & Agency products. The candidate should have a thorough understanding of sometimes complex deal structures, deal documentation, and the closing process. These responsibilities may include:

• Negotiating transaction documents (with or without the representation of outside counsel, depending on deal structure).
• Working effectively with internal and external counterparties.
• Recognizing areas of risk and escalating as appropriate.
• Coordinating with relevant parties to ensure operational capabilities are sufficient.
• Ensuring compliance with policies and procedures of the Bank.
• Attendance and participation in relevant pipeline meetings.
• Ensuring all internal requirements to closing have been complied with.
• Engaging all parties to a deal in a manner that optimizes the overall client experience with DB.
  
  
  

The candidate will need to have:

• Excellent written, verbal, and interpersonal skills.
• Ability to read and interpret legal transactional documents, bank procedures.
• Understanding of deal structures and documentation for a variety of financings, including corporate debt, MMI’s, project financings, securitizations, escrows, secured financings, custody, and reorganizations.
• Understanding of the duties of corporate trustees and agents.
• Ability to balance day-to-day activities with big-picture concerns.
• Ability to involve other teams proactively in decisions.
• Ability to prioritize multiple responsibilities in a fast paced, deadline driven environment.
• Organized, detail oriented approach.
• Ability to think outside the box.
• Proficiency in both Word and Excel.
  
  
  

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