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Transaction Management Officer

Citi
Posted a month ago, valid for 25 days
Location

Tampa, FL 33689, US

Salary

$120,000 - $144,000 per annum

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Contract type

Full Time

By applying, a Citi account will be created for you. Citi's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

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  • The Transaction Management Officer I is a non-attorney position focused on providing Transaction Management advice and support to Citi's businesses and functions.
  • Candidates should have 5-8 years of relevant industry experience, ideally with some in-house legal experience within financial services.
  • The role involves reviewing, drafting, and negotiating contracts, as well as engaging with institutional clients and internal stakeholders during negotiations.
  • Excellent communication and project management skills are essential, as is proficiency in Microsoft Office applications.
  • The salary for this position is competitive and commensurate with experience, reflecting the complexity and importance of the role.

The Transaction Management Officer I is a non-attorney role, responsible for representing the Legal Function in providing Transaction Management advice and support to Citi’s businesses and functions. The Transaction Management area is responsible for supporting the negotiation, transaction processes, documentation, and execution of business transactions (e.g., establishing a trading or banking relationship, entering transactions or services with Citi, documenting trading in securities between two or more parties). This role requires a pragmatic, proactive professional with a thorough understanding of the business covered by the team and its products and services. This role also requires a thorough understanding of the contractual terms and legal implications of Citi’s documentation. Excellent communication and diplomacy skills are required as this role also provides direction to Citi businesses in discussions on the various contractual provisions, including on the risks of modifying or amending such terms and provisions. Responsibilities: Reviews, drafts and negotiates contracts and required documentation for the relevant Citi business. Conducts business negotiations of medium complexity in a timely, thorough, and efficient manner. Engages with the firm's institutional clients and their internal/external counsel as well as Citi’s first line, legal, second line and other internal constituents during negotiations. Integrates subject matter expertise to reply to queries from Citi businesses and clients regarding the contractual documentation and escalates to senior attorneys as required. Engages with unresponsive customers, maintaining detailed records of the negotiations. Stays abreast of new and changing regulatory and legal issues and industry initiatives and ensures compliance with regulatory requirements. Supports the development and implementation of projects relating to implementation of regulation, process improvements or development of new products and services. Advises the Risk function and business partners on risks and associated documentation requirements based on product and relevant jurisdiction(s). Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 5-8 years of relevant industry experience, preferably with some experience working in an in-house legal role within financial services. Contractual and documentation negotiation experience in a large institutional setting. Proven record of completing complex documentation within very tight time deadlines. Ability to manage complex documentation with organization and detail. Must possess excellent interpersonal and project management skills, as well as the ability to interact and communicate effectively with Senior management. Proficient in Microsoft Office: Word, PowerPoint, Excel, Outlook. In-depth knowledge of legal customs and practices. Knowledge and understanding of the financial services industry. Education: Bachelors/University degree, Master’s degree preferred. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.




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By applying, a Citi account will be created for you. Citi's Terms & Conditions and Privacy Policy will apply.