Deal Manager

4 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

The primary responsibility of the Deal Manager is to review new and amended credit agreements, whether it be for syndicated transactions where RBC is acting as Administrative Agent, where RBC is a participant in a deal where another financial institution has been mandated as Administrative Agent, or bilateral deals directly with the borrower. The Deal Manager will work with lenders’ counsel and/or other Administrative Agents to ensure that effective and efficient administrative and operational procedures are put in place to perform the role of Administrative Agent (where mandated) in compliance with industry standards and to ensure that the proposed terms outlined in the Credit Agreement can be effectively operationalized by RBC to minimize the risk of error.

The Deal Manager will be aligned with deals originated by teams in Business and Financial Services (‘BFS’) and Capital Markets (‘CM’) located both in Canada and the US and will act as the primary point of contact for all deal related inquiries.

The competence with which the incumbents’ duties are carried out has a major impact on the credibility of the department, both within and outside the Bank.
- Assist Leverage Finance, Syndications, Real Estate Middle Office, Corporate Client Group teams, and Corporate Banking (collectively referred to as ‘our Partners’) with negotiation and closing of credit agreements, refinancing documentation, amendments & supplementals which includes liaising with external legal counsel, lenders, borrowers, and senior management.
- Review various types of credit documentation to ensure the Administrative Agent function (where mandated) is adequately and correctly incorporated and negotiate required changes in conjunction with Lenders’ counsel and our Partners in BFS and CM.
- Ensure that required funding for closings are requested and released in accordance with established procedures.
- Where required or requested, charge/discharge/release/postpone security, execute or terminate deposit control account agreements and other security documentation, as advised by Lenders’ counsel and in tandem with discussions with our Partners in BFS and CM and borrowers.
- Prepare consents, extensions and waiver requests received from the borrower, manage the consent process and follow-up as appropriate to ensure (i) consents are obtained, recorded, and advised in a professional and timely manner, and (ii) documentation to reflect agreed upon requests is completed and executed by all parties in accordance with procedures established by the specific credit agreement.
- Ensure that closing books and possessory collateral pledged under credit agreements and/or amendments are delivered to RBC’s documentation and security group to be held in custody on behalf of the Lenders - and assist in follow-up of missing items, where required.
- Negotiate and ensure adequate Agency Services fees when RBC has been mandated as Administrative Agent are charged and collected.
- Act as principal contact for lenders, borrowers, and our Partners in BFS and CM with respect to all technical and operational aspects of the Administrative Agent function, deals where RBC is a lender or bilaterals.
- Responsible for the management, control and administration of assigned Administrative Agent mandates, which include but are not exclusive to reviewing the credit agreement to ensure the appropriate files are established, and will work with internal colleagues in Lending Services and Operations & Governance to ensure that the necessary records are diarized, operating procedures are implemented and maintained and that all records and files are maintained in an orderly manner consistent with the Bank’s practices while ensuring that appropriate procedures are established to correct deficiencies found during audit reviews.
- Provide direction and guidance to staff as required and assist senior management in dealing with day-to-day operational issues and situations requiring immediate decisions, analysis, or review. Will work with internal colleagues in Lending Services and Operations & Governance to ensure that procedures are in place to manage/monitor special handling accounts (special loans, draw advisory, cash dominion).
- Provide back-up for other Deal Managers during peak periods and absences.
- Identify gaps in processes and recommend changes to minimize operational/reputational risk.
- Act as verification officer as necessary and where required for Advanced Commercial Banking System (ACBS) two touch transactions, credit agreements and amendments and during volume peak periods at quarter end.
- Provide focus and clarity in establishing individual goals, driving performance management, supporting career development, and rewarding strong performance.

**Must haves**:

- Typically has 2-4 years’ experience in reviewing loan documentation accompanied by a high level understanding of operational processes and controls related to corpor

  • Deal Manager

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** - The Agency Services Group (ASG), in its capacity as Canadian and US Agent, delivers post-syndication support and administration of operational aspects of the credit agreement and related documentation, to borrowers and related lender groups from locations in Canada and the US. The primary responsibility of the Deal Manager is to review new...

  • Dealing Representative

    3 days ago

    Toronto, Canada RealShare Full time

    Company Description RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    3 days ago

    Toronto, Canada RealShare Full time

    Company Description RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    3 days ago

    Toronto, Canada RealShare Full time

    Company Description RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    3 days ago

    Toronto, Canada RealShare Full time

    Company DescriptionRealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and enabling...

  • Dealing Representative

    1 day ago

    Toronto, Canada RealShare Full time

    Company Description RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and enabling...

  • Deal Desk Specialist

    4 weeks ago

    Toronto, Canada Cushman & Wakefield Full time

    **Job Title** Deal Desk Specialist **Job Description Summary** The Deal Desk Specialist will assist brokers, Local Operations completing requests in support of deal flow management. In this role, the Deal Desk Specialist will perform select deal management and master data management activities to ensure brokers are provided high quality, efficient, and...

  • Dealing Representative

    2 days ago

    Toronto, Canada RealShare Full time

    Company Description      RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    2 days ago

    Toronto, Canada RealShare Full time

    Company Description   RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    3 days ago

    Toronto, Canada RealShare Full time

    Company Description   RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    4 weeks ago

    Toronto, Canada Cranson Capital Full time

    **Dealing Representative - Cranson Capital Securities** Cranson Capital Securities is searching for an experienced, entrepreneurial, highly connected, and motivated individual to market its private equity real estate opportunities to high net-worth individuals. **Overview of Company** Cranson Capital Securities is an Exempt Market Dealer based out of...

  • Dealing Representative

    3 days ago

    Toronto, Ontario, Ontario, Canada RealShare Full time

    Company Description   RealShare is a licensed Exempt Market Dealer that operates a proprietary cloud-based platform. Our platform brings pre-approved, high-quality private market investment opportunities to all qualified investors. We have developed cutting-edge technology to streamline the capital raising and investing process, improving accuracy and...

  • Dealing Representative

    4 weeks ago

    Toronto, Canada Cranson Capital Full time

    Cranson Capital Securities is searching for an experienced, entrepreneurial, highly connected, and motivated individual to market its private equity real estate opportunities to high net-worth individuals. **Overview of Company** Cranson Capital Securities is an Exempt Market Dealer based out of downtown Toronto focused on syndicating accredited investors...

  • Deal Desk Specialist

    3 weeks ago

    Toronto, Canada Allocate Full time

    Role Summary The Dealdesk Specialist role is the frontline representative for Sales Operations. As the Dealdesk Specialist, you benefit from exposure to the sales, marketing, finance, and product teams. The role will triage, direct, and answer requests from these groups. Requests may include contract retrieval to client negotiations, and even process...

  • Office Manager

    6 days ago

    Toronto, Canada HIRinc Full time

    Our client, HRWise Inc., a boutique, specialized Human Resources Consulting firm in the Compensation field is looking for a mature, methodical and practical Office Manager to support the firm's Principal. This Office Manager role offers a broad range of duties and opportunities to learn and grow. **Primary Duties**: - Perform the basic administrative...

  • Business/Practice Manager

    4 weeks ago

    Toronto, ON, Canada Salesforce Full time

    The Strategic Business Practices team protects Salesforce’s long-term growth and success by ensuring deals, policies, and pricing promote good business globally. To accomplish our mission, we are seeking a Business Practices Manager to assess and manage commercial risk in our sell-side deals! The Business Practices Manager will evaluate and approve...

  • Business Practices Manager

    4 weeks ago

    Toronto, ON, Canada Salesforce Full time

    Overview of the Role The Strategic Business Practices team protects Salesforce’s long-term growth and success by ensuring deals, policies, and pricing promote good business globally. To accomplish our mission, we are seeking a Business Practices Manager to assess and manage commercial risk in our sell-side deals! The Business Practices Manager will...

  • Business Practices Manager

    4 weeks ago

    Old Toronto, Canada Salesforce Full time

    Overview of the RoleThe Strategic Business Practices team protects Salesforce’s long-term growth and success by ensuring deals, policies, and pricing promote good business globally. To accomplish our mission, we are seeking a Business Practices Manager to assess and manage commercial risk in our sell-side deals!The Business Practices Manager will evaluate...

  • Business Practices Manager

    3 weeks ago

    Old Toronto, Canada Salesforce Full time

    Overview of the RoleThe Strategic Business Practices team protects Salesforce’s long-term growth and success by ensuring deals, policies, and pricing promote good business globally. To accomplish our mission, we are seeking a Business Practices Manager to assess and manage commercial risk in our sell-side deals!The Business Practices Manager will evaluate...

  • Business Practices Manager

    3 weeks ago

    Old Toronto, Canada Salesforce Full time

    Overview of the RoleThe Strategic Business Practices team protects Salesforce’s long-term growth and success by ensuring deals, policies, and pricing promote good business globally. To accomplish our mission, we are seeking a Business Practices Manager to assess and manage commercial risk in our sell-side deals!The Business Practices Manager will evaluate...