Transaction Manager - Loan Execution

Join us as a Transaction Manager – Loan Execution within Wholesale Lending.

Transaction Management (TM) is part of Wholesale Lending and provides debt structuring and execution for Corporate and Investment Banking clients globally. TM has a wide remit, covering all multibank loans, event driven loans (M&A, financial sponsor LBOs, IPOs, money out) and general corporate relationship lending of £10m or more. There is no upper limit and transactions can exceed £1bn. Clients are based across a range of geographies including the UK, Europe, the Middle East, the United States and Asia.

In this role you will structure, negotiate and execute high quality debt products to our clients which are profitable for Barclays and which are acceptable from a risk perspective. Specifically, to produce and negotiate term sheets, negotiate facility agreements and other finance documents and ultimately to bring transactions to a close. The role-holder is expected to develop and use up to date market and product knowledge, to bring creative idea generation and to develop and deploy market leading structuring and deal management capabilities in order to structure, negotiate and deliver innovative debt solutions in a timely manner.

Essential Skills/Basic Qualifications:

• Experience negotiating loan documentation
• Strong credit risk analysis skills. Encourages information sharing in respect of developments in the lending market, shares best practices and innovative solution
• Strong understanding of debt products across a broad spectrum of structures
• Produces high quality work and takes pride in attention to detail
• Ability to work independently and take full ownership of the structuring and execution of our transactions

Desirable skills/Preferred Qualifications:

• Knowledge of macro-economic trends and factors affecting the debt market
• Experience of originating loan transaction
• Detailed knowledge of back office loan functions

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.

Purpose of the role

To negotiate and execute lending transactions (acquisitions, general corporate purposes, refinances and material amendments) and where relevant provide co-ordination services to the borrower.   

Accountabilities

• Negotiation of terms and coordination of lending transactions, including syndicated loans, structured finance deals, and other corporate lending activities.  .
• Ensure documented terms reflect internal signoffs and meet Barclays’ key policies and procedures, across credit risk, pricing, portfolio, legal, sanctions, reputational, compliance and operational considerations.   .
• Minimise risk of impairment and financial loss, negotiating terms that provide Barclays and the lenders generally with appropriate protections during the life of the loan and in any enforcement scenario.    .
• Drive market standards including adherence to key LMA and other market principles, avoiding contagion risk and slippage of terms away from established principles.
• Maintenance of accurate records of transactions and regular reporting for internal and external stakeholders.    .
• Identification of areas of inefficiency in the transaction process and developing solutions to improve efficiency and monitor the impact of process improvements.    .

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.