Manage a portfolio of corporate trustee appointments across structured finance and debt capital markets, serving as the primary contact for clients and transaction parties while interpreting transaction documents and overseeing ongoing obligations. Lead amendments and other non-routine matters, maintain portfolio and billing controls, guide junior colleagues, improve team procedures, and contribute to client development.
Support treasury operations, including bank account administration, wire transfers, and cash management, and administer bilateral and syndicated loan deals throughout their lifecycle. Prepare financial statements and reports for securitization entities, build models to monitor asset-backed securities programs, and manage cash waterfalls, settlements, investor reports, and ad hoc analyses.
Verify the completeness and consistency of accounting information, process client accounting records for sales, accounts receivable, inventory, and taxes, and prepare tax calculations and basic tax forms. Support clients’ electronic accounting compliance and positive compliance status, maintain accounting and tax records, and export reports used to prepare financial statements under local standards.
Support the Senior CDD Officer and CDD Officer with KYC operations for the assigned market, ensuring accurate and timely compliance with internal policies and external regulations. Guide cases, coordinate client data collection and KYC assessments, and improve CDD processes while minimizing operational risks.
The Global Accounting & Tax RDC Lead will define and execute the global service delivery strategy while overseeing the performance and operational excellence of Regional Delivery Centers. This role involves driving standardization, ensuring global compliance, and mentoring leadership teams to build a consistent, high-performing global community.
