Corporate Trust Client Manager - Commercial Real Estate (CRE)/Collateral Loan Obligation (CLO)
Core
Manage relationships with Global Corporate Trust & Custody clients invested in Commercial Real Estate securitization products, including Agency and non-Agency CMBS and CRE CLOs.
Role type
Senior IC relationship manager (corporate trust)
Builds
CRE CLOs, CMBS, and CRE Custody accounts
Domain
Commercial Real Estate finance and securitization
Deliverable
client delivery
Required skills
trust administration, CRE CLO/CMBS financial reporting, accounting, financial analysis, legal document interpretation, waterfalls calculation, investor reporting, data analysis, cash reconciliation, compliance testing, staff management
Preferred skills
CRE CLO market relationships, contingent and backup servicing obligations, corporate trust experience, Commercial Real Estate finance fundamentals, account management, legal and regulatory knowledge, problem-solving, risk mitigation, business development collaboration
Technologies
PIVOT, iManage, CDO Suite
Responsibilities
Interact with CRE stakeholders including issuers, collateral managers, deal counsel, rating agencies, and investment banks; onboard new client relationships and products; review and interpret complex legal documents; prepare and review priority of payment calculations (waterfalls); coordinate creation and distribution of investor reports; oversee data analysis on asset portfolios including cash reconciliation and compliance tests; identify operational challenges and mitigate risk; manage, hire, and train staff; maintain communication across reporting and compliance functions; assist in preparation of reporting to Corporate Risk department
Seniority
Senior, hands-on IC with potential for staff management