Client Service Specialist
Position Overview
Job Title Project Finance Agency Services Account Manager Corporate Title Vice President Location New York, NY Overview As the Project Finance Agency Account Manager (PFAS), you will provide agency services on a diverse portfolio of project finance/structured finance transactions including construction bridges, syndicated loans, international cross-border financings, and export credits in the renewable, infrastructure, midstream oil & gas, and telecom sectors. As a Vice President within this team, you will lead the charge in managing a diverse set of responsibilities that span across account management, acting as an administrative agent, and ensuring transactional compliance. Your expertise in managing complex transactions and ensuring compliance will contribute to the success of our international and domestic clients. 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
- Manage a wide range of transactions for international and domestic clients, varying in complexity, including roles as account bank, collateral agent, administrative agent, trustee, and intercreditor agent; manage portfolio in compliance with operational policies, procedures, and metrics; work with Transaction Management Group to ensure that all new transaction documents are finalized to clearly reflect Project Finance Agency Services team’s roles and duties
- Identify, receive, transfer, invest, and disburse trust and agency funds pursuant to the terms of the legal contracts, using methods such as Fed Wires, Swift, and ACH, and work with both internal and external investment firms; review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics, and internal loan administration
- Monitor transactions to verify borrower compliance with governing documents including budget, base case, insurance, security arrangements, Events of Default, and reporting requirements; responsible for processing amendments, waivers, and consents requests
- Manage all interactions between borrowers, lenders, independent engineers, legal counsels, and internal units; participate in workout or restructuring situations
- Prepare periodic administrative reviews of the entire portfolio
- Although this role is not a supervisory one, the Account Manager is responsible for sharing knowledge and providing training to Account Administrators
- Collaborate and interact with other PFAS team members, senior management, and operations teams to ensure high quality of work/client service delivery
- Primary point of contact with clients
- Bachelor’s degree in business or related
- Relevant experience in Project Finance and/or Corporate Trust
- Experienced in trust accounts’ daily activity management
- Knowledge of syndicated loan structures, collateral & security trustee services and administrative agent functions
- Understanding of legal deal documentation
- Proficiency with software such as Outlook, Microsoft Excel and PowerPoint
- Strong interpersonal and verbal/written communication skills
- Ability to multi-task and excellent attention to detail
Recommended Jobs
Administrative Assistant, Finance - New York, 10019
Administrative Assistant, Finance - New York, 10019, United States of America How we LEAD: The Finance Assistant role supports the Finance department with their day-to-day activities, administrat…
Family Paralegal
Job Description Job Description Job Title: Family Paralegal (LAV) Classification: Non-Exempt Professional eligible for Collective Bargaining Unit membership Reports to: Unit Supervising A…
Senior QA Automation Engineer II
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. T…
Financial Accounting Associate - Private Investments
Company Overview: A specialist alternative investment firm focused on the financial technology sector. With billions in assets under management and a growing global presence, the firm invests across…
Billing Coordinator
Company Description About SOCOTEC: SOCOTEC is a provider of niche consulting services within the architecture, engineering and construction industries focusing on high-performance buildings a…
Frontend Engineer
About Odyssey: At Odyssey, our Mission is to enable access to high-quality education across the U.S. regardless of income. We do that by making Education Savings Accounts (ESAs) and microgrant progr…
Staff Attorney, School of Law
Staff Attorney, School of Law Position Information Position Title: Staff Attorney, School of Law Department: Law School Posting Link: Posting Detail Information Position Summary…
Freelance Sports Photographer - Events-Based
Location: Northeast (travel required) The Role – What You’ll Be Doing PhotoMules is a fast-growing sports photography company and we’re looking to add to our team! This position is freelance/ev…
Merchandising Manager, Women's Accessories
The Merchandising Manager for Women's Accessories at Fendi Americas will lead the development and execution of strategies to drive the Accessories business across the US, Canada, Mexico, and Brazil. T…
CDL Truck Driver
Job Description Job Description In need of a dump truck driver with cdl must be able to pass a drug test.; Must be willing to be on call to salt during winter. Company Description Wesley Corp…