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

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Private Debt, Structured FinanceIndustries

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 an internal and external audience
Ability to thrive in an entrepreneurial, fast-paced growth environment
(Preferred) Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 5 years’ relevant work experience with direct client contact
(Preferred) Exceptional organizational skills with an attention to detail
(Preferred) Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills
(Preferred) Demonstrated ability to work as part of a team, as well as contribute on an individual basis
(Preferred) Familiarity with various loan products – Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies
(Preferred) 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

Responsibilities

Acting as single point of contact for key client relationships
Collaborating with operations and analytics teams to meet client objectives and deliverables
Collaborating with Business Development/Sales to secure new client mandates
Interpreting CLO indentures, credit agreements and various other structured finance documentation
Managing client onboarding including account opening process, KYC procedures and documentation review
Calculating and verifying compliance testing and waterfall calculations
Performing and interpreting hypothetical trade testing
Performing monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities
Liaising with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved
Exposure across entire lifecycle of servicing loan clients including account setup, KYC procedures, global asset setup & maintenance, notice processing, warehouse reporting, CLO / Compliance Reporting & waterfall payments
Understanding and adhering to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite; identifying risk-related issues needing escalation to management
Promoting an environment that supports diversity and reflects the M&T Bank brand
Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Completing other related duties as assigned
Continuous reassessment and evaluation of processes; collaborating to identify, assess, develop, and implement solutions across the platform; participating in special projects and initiatives

Skills

Key technologies and capabilities for this role

CLOLoan AdministrationTrustee ServicesCustodian ServicesKYCCompliance TestingWaterfall CalculationsTrade TestingReconciliationsStructured FinanceCredit AgreementsClient OnboardingPortfolio Monitoring

Questions & Answers

Common questions about this position

What education and experience are required for this role?

A combined minimum of 3 years higher education and/or work experience is required, along with the ability to work independently and collaboratively across the organization.

What key skills are needed for the GCM Relationship Manager III position?

Advanced Microsoft Office skills, strong analytical and problem-solving skills, and excellent written and verbal communication skills are required.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this a remote position, or what is the work location?

This information is not specified in the job description.

What is the company culture like for this team?

The team is dynamic and experienced, focused on enhancing client experience through technology and continuous process improvement, with a collaborative approach to solutions and career advancement opportunities in a fast-paced environment.

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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