Relationship Manager IV – Private Debt & CLO

Relationship Manager IV – Private Debt & CLO

Requirements

• Combined minimum of 10+ years higher education and/or work experience
• Advanced Microsoft Office Skills
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills for both an internal and external audience
• Ability to thrive in an entrepreneurial, fast-paced growth environment
• Ability to work independently and collaboratively across the organization

Responsibilities

• Responsible for acting as single point of contact for key client relationships
• Collaborate with operations and analytics teams to meet client objectives and deliverables
• Collaborate with Business Development/Sales to secure new client mandates
• Ability to interpret CLO indentures, credit agreements and various other structured finance documentation
• Responsible for managing client onboarding including account opening process, KYC procedures and documentation review
• Ability to calculate and verify compliance testing and waterfall calculations
• Perform and interpret hypothetical trade testing
• Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities
• Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved
• Exposure across entire lifecycle of servicing loan clients including account setup, KYC procedures, global asset setup & maintenance, notice processing, warehouse reporting, CLO / Compliance Reporting & waterfall payments
• Understanding and adhering to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promoting an environment that supports diversity and reflects the M&T Bank brand.
• Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Completing other related duties as assigned.

Preferred Qualifications

• Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 7 years’ relevant work experience with direct client contact
• Exceptional organizational skills with an attention to detail
• Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills
• Demonstrated ability to work as part of a team, as well as contribute on an individual basis
• Familiarity with various loan products – Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies
• Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider or CLO Manager
• System / Application experience – Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ