Transaction Coordinator, Anaylst- Associate- New York
Jacksonville, 5022 Gate Parkway, United States
Job Description:
Job Title: Transaction Coordinator
Corporate Title: Analyst- Associate
Location: New York, NY
Overview
As part of the transaction coordination group, you will support our Leveraged Debt Capital Markets (LDCM) business by coordinating the loan closing process and managing our loan pipeline. In this role, you’ll be responsible for coordinating the client onboarding/know-your-client (KYC) process within Origination and Advisory (O&A) by working closely with the Business, external clients, the client onboarding team, and anti-financial crime (AFC) team. This is a great opportunity to build relationships, expand your skillset, and gain product knowledge within one of our key front office businesses.
What We Offer You
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift and volunteer programs
What You’ll Do
- Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
- Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
- Proactively help identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
- Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
- Coordinate and produce reporting deliverables for regulatory bodies
- Actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)
Skills You’ll Need
- Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
- Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
- Proactively help identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
- Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
- Coordinate and produce reporting deliverables for regulatory bodies
- Actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)
Skills That Will Help You Excel
- Excellent communication skills, both written and spoken
- Self-motivated
- Self-starter
Expectations
It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $65,000 to $130,000 Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life
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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
ApplyJob Profile
Hybrid working model
Benefits/PerksCommunity engagement Competitive compensation Competitive compensation packages Diverse and inclusive environment Educational resources Employee Resource Groups Family building benefits Generous vacation Generous vacation days Health and Wellbeing Benefits Hybrid work Hybrid working model Inclusive work environment Matching gift programs Parental leave Personal and volunteer days Retirement plans Retirement savings plans Volunteer days Volunteer programs Wellness benefits
Tasks- Build relationships
- Communicate with clients
- Coordinate loan closing
- Develop
- Develop technology solutions
- Engage with clients
- Engage with external clients
- Enhance operational controls
- Handle anti-money laundering processes
- Identify client needs
- Implement risk controls
- Improve workflows
- Maintain deal pipelines
- Manage approvals
- Manage client onboarding and KYC
- Manage metrics and projections
- Origination
- Prepare financial reports
- Produce regulatory reports
- Reporting
- Resolve trade settlement issues
- Support
Anti-Money Laundering Approval management Business Capital Markets Capital projections Client onboarding Client relationship management Collaboration Communication Controls Credit Data posting Documentation Management Due Diligence Excel External client engagement Finance Financial analysis Financial Crime Financial reporting Financial transaction management Initiative Know-your-client KYC KYC process KYC process management Lender query resolution Loan closing coordination Metrics and projections management Onboarding Operational Efficiency Pipeline Management Portfolio Management Proactive client needs identification Process Development Process Improvement Product Knowledge Regulatory Regulatory Compliance Regulatory reporting Reporting Reporting deliverables Risk Risk Controls Risk Management Self-motivated Self-Starter Team Collaboration Technology Implementation Technology solutions Trade settlement Workflow Optimization
Experience3 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9