M&T Bank - Minneapolis, MN

posted about 2 months ago

Full-time - Mid Level
Minneapolis, MN
10,001+ employees
Credit Intermediation and Related Activities

About the position

The GCM Relationship Manager II - Private Debt & CLO at M&T Bank is responsible for managing key client relationships within the Loan Market Solutions Division. This role involves acting as the primary point of contact for clients, collaborating with various teams to meet client objectives, and ensuring compliance with financial regulations. The position emphasizes continuous improvement and offers opportunities for career advancement in a dynamic environment.

Responsibilities

  • Act as the single point of contact for key client relationships.
  • Collaborate with operations and analytics teams to meet client objectives and deliverables.
  • Work with Business Development/Sales to secure new client mandates.
  • Interpret CLO indentures, credit agreements, and other structured finance documentation.
  • Manage client onboarding, including account opening processes and KYC procedures.
  • Calculate and verify compliance testing and waterfall calculations.
  • Perform monthly and quarterly reconciliations for reporting including CLOs, SMAs, and Borrowing Base Facilities.
  • Liaise with auditors, underwriters, CLO managers, investors, and private debt managers.
  • Understand and adhere to the company's risk and regulatory standards, policies, and controls.
  • Complete other related duties as assigned.

Requirements

  • Combined minimum of 3 years higher education and/or work experience independently and collaboratively across the organization.
  • Advanced Microsoft Office skills.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills for both internal and external audiences.
  • Ability to thrive in an entrepreneurial, fast-paced growth environment.

Nice-to-haves

  • Bachelor's degree focused on Finance, Business, Economics, or Accounting and a minimum of 5 years' relevant work experience with direct client contact.
  • Exceptional organizational skills with attention to detail.
  • Excellent interpersonal and analytical skills with a strong balance of qualitative and quantitative skills.
  • Familiarity with various loan products such as Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, and Business Development Companies.
  • Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider, or CLO Manager.

Benefits

  • Paid parental leave
  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • Flexible spending account
  • Tuition reimbursement
  • Paid time off
  • 401(k) with 5% match
  • 401(k) matching
  • Employee discount
  • Opportunities for advancement
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