GCM Relationship Manager II – Private Debt, CLO
M&T Bank
full-time
Posted on:
Location Type: Remote
Location: Alabama • United States
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Salary
💰 $80,900 - $134,800 per year
About the role
- Act as single point of contact for key client relationships
- Collaborate with operations and analytics teams to meet client objectives and deliverables
- Collaborate with Business Development/Sales to secure new client mandates
- Interpret CLO indentures, credit agreements and various other structured finance documentation
- Manage client onboarding including account opening process, KYC procedures and documentation review
- Calculate and verify compliance testing and waterfall calculations
- Perform and interpret hypothetical trade testing
- Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities
- Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved
- Expose across entire lifecycle of servicing loan clients
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
- Identify risk-related issues needing escalation to management
- Maintain M&T internal control standards, including timely implementation of internal and external audit points
Requirements
- Combined minimum of 3 years higher education and/or work experience
- Advanced Microsoft Office Skills
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills for both internal and external audience
- Ability to thrive in an entrepreneurial, fast-paced growth environment
- Bachelor’s degree focused on Finance, Business, Economics or Accounting preferred
- Minimum of 5 years’ relevant work experience with direct client contact preferred
- Exceptional organizational skills with an attention to detail
- Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills
- Familiarity with various loan products
- Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider or CLO Manager preferred
- System / Application experience - Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ preferred
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
compliance testingwaterfall calculationshypothetical trade testingmonthly reconciliationsquarterly reconciliationsKYC proceduresaccount opening processfinancial analysisstructured finance documentationloan product familiarity
Soft Skills
analytical skillsproblem-solving skillswritten communicationverbal communicationorganizational skillsattention to detailinterpersonal skillsability to thrive in fast-paced environmentcollaborationclient relationship management