Project Finance Agency Client Service and Oversight

Deutsche Bank•New York, NY

3d•$85,000 - $146,000•Hybrid

About The Position

Provide agency services—including account bank, collateral agent, administrative agent, and trustee functions—across a diverse portfolio of project finance and structured finance transactions. In addition, the role includes responsibility for oversight of key portfolio governance, review processes, and control functions to ensure compliance with internal standards and transaction documentation.

Requirements

Strong written and verbal communication skills, with the ability to interact effectively across functions and seniority levels
Ability to read, interpret, and apply complex legal documentation and internal procedures
Demonstrated ability to balance detailed execution with broader portfolio oversight responsibilities
Advanced proficiency in Microsoft Office, particularly Excel

Nice To Haves

Proactive mindset with the ability to engage and coordinate cross-functional teams
Strong organizational skills with a high level of attention to detail
Ability to prioritize multiple responsibilities in a fast-paced, deadline-driven environment
Prior experience in project finance, structured finance, or corporate trust is preferred but not required

Responsibilities

Support the management of a broad range of complex transactions for domestic and international clients across the energy and infrastructure sectors
Trust and agency funds processing in accordance with transaction documentation (Fedwire, SWIFT, and ACH)
Monitor transactions to ensure borrower compliance with reporting obligations and key provisions under governing legal agreements
Maintain accurate and up-to-date deal and account information across internal systems and platforms
Collaborate with internal stakeholders and external parties, including borrowers, lenders, and legal counsel, to support transaction execution and resolution of inquiries
Participate in and assist with escalations, coordinating with Transaction Management, product head, and external counsel as required
Deliver a consistently high standard of client service, ensuring responsiveness, accuracy, and professionalism
Review and sign off on annual portfolio review processes, ensuring completeness, accuracy, and adherence to internal controls
Review and execute transaction-related documentation, including new deals, amendments, waivers, and terminations
Provide oversight for deal lifecycle events, including setup, ongoing administration, and termination activities
Partner with internal control functions, including Operations, Business Control, and Compliance, to ensure adherence to policies and procedures
Participate in governance forums, oversight meetings, and control-related committees, contributing to risk management and continuous improvement initiatives

Benefits

A hybrid working model, allowing for in-office / work from home flexibility
Generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages
Health and wellbeing benefits
Retirement savings plans
Parental leave
Family building benefits
Educational resources
Matching gift programs
Volunteer programs