Jobs · Finance · Texas

Corporate Trust Transaction Analyst II

Apex Systems · Houston, TX · 1 mo ago
FinanceContract

About the role

Corporate Trust Transaction Analyst II Reviewing highly complex specialized debt capital market transactions/structures aligned to a business or multiple product segments from initiation through closing

Responsibilities

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.

Requirements

  • Minimum 2 years of relevant experience in the financial services industry
  • Experience in Structured Finance highly preferred
  • Experience onboarding financial products, accounts, transactions, or clients
  • Experience reviewing contracts, governing agreements, or similar legal documentation
  • Bachelor's Degree or equivalent experience

Skills

  • 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

Benefits

  • Medical, dental, vision, life, disability, and other insurance plans
  • ESPP (employee stock purchase program)
  • 401K program with company match after 12 months of tenure
  • HSA (Health Savings Account on the HDHP plan)
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • Corporate discount savings program and other discounts
  • On-demand training program
  • Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
  • Certification discounts and other perks to associations including CompTIA and IIBA
  • Dedicated customer service team for Consultants
  • Certified Career Coach
  • Welcome Packet with full list of benefits, programs, support teams and resources

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