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Account Officer / EMEA Syndications, VP

AT State Street
State Street

Account Officer / EMEA Syndications, VP

London, United Kingdom

Who we are looking for

Join a team dedicated to extending credit products to existing and potential clients of State Street. Your work will contribute to maintaining and growing our relationships - the heart and soul of State Street's strategy.

The Global Credit Finance (GCF) division is made up of approximately 120 employees located in the United States, Germany and the United Kingdom. It provides a range of credit lending products to potential and existing clients of State Street. The business extends credit to clients from a wide range of products and industries including Fund Finance, Commercial Real Estate, Leveraged Loans, Municipal Finance and Stable Value Wrap.

An incoming VP on the team should possess a positive attitude and strong client/market facing skills. The successful candidate will have an ability to work effectively with internal and external stakeholders to source, negotiate, execute, and potentially syndicate bilateral or agented credit facilities.

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What you will be responsible for

  • Serve as an EMEA Syndications Lead for Fund Finance transactions.
  • Grow and manage a portfolio of fund level credit facilities to mutual funds and alternative investments funds.
  • Work closely with Sales and Relationship Management teams across STT to identify and develop cross-sell opportunities and ensure client retention with a focus on STT leading syndicated Fund Finance transactions for key clients of the Bank.
  • Manage due diligence process and underwriting of credit facilities, including the execution of appropriate legal documentation.
  • Present and liaise effectively with respective deal committees and stakeholders internally such as operations, legal, risk management, etc.
  • Network within the fund finance industry, to promote and strengthen State Street's reputation, develop strong relationships and source lending opportunities, including bilateral, syndicated and participated transactions.
  • Provide effective portfolio oversight and management reporting in accordance with State Street risk framework.
  • Communicate effectively, both verbally and in writing on specific business initiatives and transactions.
  • Manage ongoing relationships with clients and assist in developing new credit products and solutions for clients.
  • Provide mentorship to more junior members of the team.

Education & Preferred Qualifications

Fund Finance lending industry knowledge and experience in credit structuring and relationship management. Experience and expertise in coordinating Fund Finance syndicated transactions as Mandated Lead Arranger.

Education and Experience

  • Degree in Business, Economics, Finance, Math; MBA or CFA a plus but not required.
  • Minimum of 5+ years of Fund Finance lending and syndication experience.
  • Credit Training a plus.

Skills/Knowledge

  • Experience in syndicated loan markets.
  • Demonstrated expertise in credit markets, commercial loan structuring, risk assessment, and legal documentation.
  • Strong analytical, credit underwriting and problem-solving skills.
  • Excellent interpersonal, organizational and communication skills.
  • Ability to interface personally and professionally with clients at the C-Suite level.
  • Ability to develop business relationships within and outside of the organization.
  • Experience in subscription credit facility origination/underwriting.
  • Familiarity with KYC/AML.
  • A positive attitude, a client service mindset and high level of attention to details.
  • Strong excel skills and prior Salesforce experience is desirable.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

State Street's Speak Up Line

Client-provided location(s): London, UK
Job ID: StateStreet-R-763994
Employment Type: Full Time