VP- Legal Transaction Relationship Manager- Issuer Services- Agency & Trust

Transaction Manager (TM) - Role Description

The Transaction Manager (TM) is responsible for the documentation of international, cross-border bond, loan, escrow and account bank transactions. The TM is the primary liaison between legal counsel, client and internal stakeholders to ensure all transactions meet operational and documentation standards. The TM is involved throughout the entire lifecycle, from mandate, to launch and closing and will be the first point of contact for any questions on their portfolio up until maturity. Deals will be executed following global standards set out by the business in coordination with internal stakeholders including operations, legal, risk, compliance. The TM also contributes to maintaining updated procedures and checklists in alignment with internal policy requirements.

Key Responsibilities:

• Documentation & Negotiation: Review, negotiate, and prepare governing documents following international market standards to ensure accurate reflection of operational responsibilities, structure terms, and Citi documentation standards. Advise on bond, loan, escrow, and account bank iterations, collaborating with external counsel.
• Operational Risk Mitigation: Identify and escalate unusual or novel features in deal documents to operations, internal Legal, Risk, and Tax teams to mitigate potential issues.
• Governance Risk: To maintain internal procedures and proprietary checklists current with existing practice and latest developments as advised by legal, risk, compliance and other stakeholders. Ability to optimize client service and looking for efficiencies in the process.
• Stakeholder Management: Maintain effective relationships with internal stakeholders and external parties.

Required Skills & Experience:

• Experience:
• 6-10 years of DCM, ECM experience gained in a financial institution
• Law firm PQE 3+ in DCM, ECM or similar.
• Working knowledge of Non-Debt Rules & Deposit Regulations, 2016 (RBI) for Escrow Accounts in India, desired.
• Background in private legal practice, Corporate Trust, or banking.
• Knowledge of debt capital markets and document negotiation.
• Proven ability to negotiate with internal and/or external parties.

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