[Remote] GCM Relationship Manager III - Private Debt & CLO at M&T Bank

United States

M&T Bank Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

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
  • 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
  • Demonstrated ability to work as part of a team, as well as contribute on an individual basis
  • Familiarity with various loan products (preferred)
  • System / Application experience - Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ (preferred)

Responsibilities

  • 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
  • Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points
  • Identify risk-related issues needing escalation to management
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Complete other related duties as assigned

Skills

M&T Bank

Full-service banking for individuals and businesses

About M&T Bank

M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.

Buffalo, New YorkHeadquarters
1993Year Founded
IPOCompany Stage
Financial ServicesIndustries
10,001+Employees

Risks

Competition from fintechs could erode M&T Bank's market share among tech-savvy customers.
Integration challenges from the United Bank merger may disrupt operations.
Decreased prime rate could reduce interest income, impacting profitability.

Differentiation

M&T Bank emphasizes community engagement through its charitable foundation and volunteer programs.
The bank offers a wide range of traditional and digital banking services.
Recent merger with United Bank, N.A. expands M&T's market reach and service offerings.

Upsides

M&T Bank's $1.5 billion senior notes offering strengthens its financial position.
Decreased prime rate may attract more borrowers, increasing loan volume.
Shannon Lazare's appointment as New Jersey Regional President enhances local community engagement.

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