Principal Transaction Manager
Core
Lead execution of highly structured, strategically significant, and heavily negotiated equipment finance transactions from opportunity review through funding.
Role type
Principal Transaction Manager (Senior IC)
Builds
Complex financing transactions (syndicated, multi-investor, synthetic real estate, structured finance)
Domain
Equipment Finance / Structured Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
complex transaction structuring, legal documentation negotiation, risk mitigation, cross-functional leadership, stakeholder consensus building, strategic project execution
Preferred skills
Juris Doctor (JD) degree, syndicated transaction experience, multi-investor structure experience, capital markets transaction experience
Technologies
KEF/KGF ExpressLink
Responsibilities
Lead negotiations of complex financing documentation with customers, external counsel, and investors; Identify and mitigate documentation, structure, operational, collateral, compliance, and execution risks; Provide consultation and guidance to Contract Managers and Account Managers on complex transactions; Develop and maintain negotiation best practices and transaction playbooks; Exercise delegated documentation and funding authority within Schedule of Authority guidelines; Participate in training and development activities for TCM personnel.
Seniority
Principal, hands-on IC with mentorship