Job description




Business type



Types of Jobs - Corporate & Investment Banking




Job title



Agency & Transaction Management Analyst




Contract type



Permanent Contract




Management position



No




Job summary



Agency & Transaction Management Analyst




About the Role



The Agency & Transaction Management (ATM) team sits at the intersection of Front Office and Back Office, providing critical middle office support to the Project Finance, Energy and Real Estate divisions. You will manage the full transaction lifecycle - from execution through to ongoing administration - across agency, bilateral and participant structures.




What You'll Do




Transaction Management

• Review draft facility documentation for operational fit, flagging issues to Front Office ahead of execution


• Manage Conditions Precedent sign-off, fee treatment, documentation filing and account opening across new transactions


• Book and maintain trades in SMAC, ensuring accuracy and adherence to ATM standards


• Manage cash flows across the portfolio, including drawdowns, repayments and liaison with Loans Administration.

Agency

• Where CACIB acts as Agent: coordinate all syndicate members, borrowers and legal counsel; manage CP monitoring, payment coordination, waiver requests and covenant compliance reporting


• Where CACIB acts as Participant: ensure Front Office has timely, accurate information to respond to agent instructions and obtain necessary authorisations

Portfolio Oversight

• Monitor and report financial and non-financial covenants, securities and technical/financial milestones


• Maintain portfolio diary systems and provide regular updates to Front Office, including for annual reviews


• Review Revenue and RWA data provided by Finance; prepare quarterly movement reports and audit responses

Controls & Reporting

• Complete SMAC/Back Office reconciliations accurately and on time


• Review daily commission reports to ensure correct profit centre allocation


• Support NBI report reviews and contribute to transversal projects led by the Head of ATM

Who You'll Work With




Internally : Front Office (Project Finance, Energy, Real Estate), Loans Administration, Risk, Legal, Finance, Syndications and Financial Security




Externally : Borrowers, syndicate banks, lawyers, technical advisors, auditors and rating agencies




What We're Looking For

• Experience in a middle office, agency or transaction management role within a bank or financial institution


• Solid understanding of syndicated lending, project finance or structured credit


• Comfortable managing complex transactions autonomously and supervising junior team members


• Strong attention to detail, with a proactive approach to controls and stakeholder management


• Familiarity with loan administration systems (experience with SMAC an advantage)

Supplementary Information




Our commitment to you!




Make an impact that matters



Your work contributes to a social responsibility and sustainable future. As a founding signatory of the Equator Principles and a global leader in sustainable finance, we finance projects that benefit both people and the planet. You can extend your impact through our Charities Committee, which provides annual paid volunteering leave to support causes you care about.




Grow without limits



Access development opportunities across the Crédit Agricole Group; whether deepening expertise, exploring new skills or taking on roles across borders. Our structured mentoring programme connects you with experienced colleagues, while cross-functional projects and learning initiatives help you build the capabilities that matter most to you.




Thrive in a culture built on trust



Be part of a collaborative environment built on trust, autonomy, and empowerment. Diversity is celebrated through our SPRING Diversity network, and our Sports and Social Club fosters genuine connections beyond the workplace. Crédit Agricole CIB is not just a place to work, it is a place where you can make a positive impact.




Shape the future of banking



From digital transformation to innovative solutions, you are fully supported to challenge conventions and turn ideas into reality.




Join us



Our hiring process is open to all. Should you require any accommodations, please let us know.




Position location




Geographical area



Europe, United Kingdom




City



London




Remote work



hybrid




Candidate criteria




Minimal education level



Bachelor Degree / BSc Degree or equivalent




Academic qualification / Speciality



Degree




Experience



In-depth experience in providing middle office support to a Front Office in the area of Project Finance or Department



In depth experience of reviewing Loan Agreements from an operational perspective



Significant experience in the management and coordination of complex Agency deals and commercial attitude



Capacity to guide the team and to act as a Senior team member




Technical skills required



Technical financial knowledge and skills