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Senior Transaction Analyst
Location: London
Business Unit: Global Capital Markets
Vacancy type: Permanent
Hybrid
The Position
This is a dynamic team engaged in the delivery of company secretarial services and client relationship management for an existing portfolio of client companies whose underlying assets include Loan Portfolios (property and auto), asset back securities, real estate transactions, and restructuring.
The Company Secretarial Analyst reports to the Company Secretarial Team Leader. The Analyst supports the Company Secretarial team with the day-to-day management of a portfolio of transactions where the primary service is to provide company secretarial support.
Your Responsibilities
Company Secretarial Services
- Supports the Company Secretarial Managers in performing the company secretarial role for the client entities, ensuring all ongoing statutory, legal, and transactional obligations are met, maintaining good corporate governance throughout.
- Maintains statutory filings, files forms with Companies House, incorporates new companies, and drafts constitutional documents.
- Organizes, convenes (including the preparation of board packs), and attends client board, investor, and committee meetings.
- Supports the Company Secretarial Manager with drafting live minutes and action point lists from board, investor, and committee meetings and circulates them to clients in a timely manner.
- Ensures good legal standing of all client entities under management during the whole "lifecycle" of companies.
Transaction Management
- Supports a team of Company Secretarial Managers with the management of a portfolio of companies involved in various transactions, including operational companies, structured finance, private credit, restructuring, and real estate financing.
- Communicates and coordinates with clients as well as all internal and external parties on the transactions in the allocated portfolio.
- Promotes a client service-oriented culture by providing timely responses to client requests, personal attention, complaint follow-up, and monitors the professionalism in communication with clients, colleagues, and intermediaries.
- Drafts CSC services agreements, fee letters, and ancillary documents.
- Completes bank account opening forms and provides KYC information.
- Supports the managers in the proper handling of transactions, including but not limited to incorporation, onboarding, regulatory license applications, and document execution in line with processes and procedures.
- Ensures the accurate and timely completion of internal processes and procedures for all transactions in the allocated portfolio.
- Updates the internal database with information on the entities and transactions you are managing.
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Business Development
- Attends legal training sessions relevant to our industry.
- Provides high-quality service to our clients by answering phone calls and emails in a swift and professional manner.
- Ensures the quality of client files is in high standing with regard to completeness and accuracy, and in accordance with the filing processes and procedures.
Compliance
- Adheres to the CSC client acceptance process and procedures and executes periodic review of client files to ensure ongoing compliance.
- Actively monitors transactions under management.
- Ensures all client entities comply with regulations that are relevant to them, including, but not limited to, Market Abuse Regulations.
Client Invoicing
- Submits time recording on a timely basis to ensure appropriate chargeability and proper invoicing of chargeable work; and
- Submits fixed fees and expenses in a correct and timely manner.
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Administration
- Supports the team with opening and filing post, arranging couriers, and filings.
Required Qualifications
- Experience in company secretarial, corporate governance, transaction administration, or professional services (e.g., corporate services, legal services, financial services).
- Working knowledge of UK statutory filing obligations and practical experience with Companies House submissions and corporate record maintenance.
- Experience supporting transactions and coordinating multiple stakeholders (clients, internal teams, lawyers, banks, and other intermediaries).
- Strong drafting and documentation skills, including meeting materials, minutes, resolutions, and engagement documentation.
- High attention to detail with the ability to manage competing deadlines across a portfolio.
- Proficiency with standard business systems (e.g., Microsoft Office) and confidence maintaining data accurately in internal databases/workflow tools.
- Clear, professional communication skills (written and verbal) with a client-service mindset.
- Understanding of compliance concepts such as KYC/client due diligence and file quality standards.
Preferred Qualifications
- Progress toward or completion of relevant qualifications (e.g., CGI/ICSA or comparable governance credentials).
- Familiarity with regulated environments and transaction monitoring controls, including exposure to Market Abuse Regulation concepts.
- Experience drafting or reviewing service agreements, fee letters, and related engagement documentation.
- Prior experience in a global, multi-jurisdictional corporate services environment.
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Skills
Company Secretarial Services
Corporate Governance
Transaction Administration
UK Statutory Filing
Companies House Submissions
Board Pack Preparation
Minute Drafting
KYC Compliance
Client Relationship Management
Stakeholder Coordination
Microsoft Office
Document Execution
Regulatory License Applications
Market Abuse Regulation
Corporate Record Maintenance
Financial Services
Location