Transaction Coordination Group Analyst

Deutsche Bank • Jacksonville, FL

2d • $70,000 - $80,000 • Hybrid

About The Position

As part of the transaction coordination group, you will support our Leveraged Debt Capital Markets (LDCM) business by coordinating the loan closing process and managing our loan pipeline. In this role, you’ll be responsible for coordinating the client onboarding/know-your-client (KYC) process within Investment Banking & Capital Markets (IBCM) by working closely with the Business, external clients, the client onboarding team, and anti-financial crime (AFC) team. This is a great opportunity to build relationships, expand your skillset, and gain product knowledge within one of our key front office businesses.

Requirements

• Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
• Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
• Proactively help identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
• Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
• Coordinate and produce reporting deliverables for regulatory bodies, and actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)
• Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

Nice To Haves

• Bachelor’s degree is required
• Excellent communication skills, both written and spoken
• Self-motivated
• Self-starter

Responsibilities

• Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
• Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
• Proactively helps identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
• Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
• Coordinate and produce reporting deliverables for regulatory bodies
• Actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)

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 including health and wellbeing benefits
• retirement savings plans
• parental leave
• family building benefits
• Educational resources
• matching gift
• volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level