Corporate Trust Transaction Manager II

About the Role

As a Corporate Trust Transaction Analyst II, you will review highly complex specialized debt capital market transactions/structures aligned to a business or multiple product segments from initiation through closing. You will serve as a key liaison with outside counsel, lead negotiations, and act as the primary contact for internal and external parties on new and existing transactions. Additionally, you will be the Subject Matter Expert for specific products or country regulations, ensuring the business stays updated with market trends, competitor data, and regulatory changes.

Responsibilities

• Review and manage highly complex debt capital market transactions/structures.
• Liaise with outside counsel and lead negotiations on transaction terms.
• Serve as the primary contact for internal and external parties on new and existing transactions.
• Ensure transactions meet operational and documentation standards and mitigate risks.
• Act as the Subject Matter Expert for specific products or country regulations.
• Keep the business updated on market trends, competitor data, and regulatory changes.

Requirements

• Minimum 2 years of relevant experience in the financial services industry.
• Experience in Structured Finance is 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.

Qualifications

• Bachelor's Degree or equivalent experience.

Skills

• Effective communication with legal teams and external clients.
• Strong stakeholder management and client communication.
• Ability to lead discussions and respond in client meetings and calls.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) 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 and access to certification prep after 6+ months of tenure.
• Certification discounts and perks for associations like CompTIA and IIBA.
• Dedicated customer service team and certified Career Coach.

Company Overview: Everforth Apex is a world-class IT services company serving thousands of clients globally. We value innovation, collaboration, and continuous learning, offering quality career resources, training, and development opportunities. Our commitment to excellence is recognized through awards like ClearlyRated’s Best of Staffing® and Great Place to Work® certifications.

Equal Opportunity Employer: Everforth Apex does not discriminate on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. We consider qualified applicants with criminal histories consistent with applicable law.

Accommodations: For ADA accommodations or assistance with our website, contact our Benefits Department at [email protected] or 804-523-8228.