Transaction Services Manager Job Description

Transaction Services Manager Job Description

173 votes for Transaction Services Manager
Transaction services manager provides advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions.

Transaction Services Manager Duties & Responsibilities

To write an effective transaction services manager job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction services manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Work with Transaction Services team to identify and pursue business development opportunities through industry and network relationships
Support recruitment, retention, development, training and motivation of employees within the Transaction Services team, acting as a role model to more junior staff
Educate internal and external audiences on Accounting & Transaction Services best practices
Analyze financial forecasts, historical earnings, assets and liabilities of target client
Identify and propose appropriate resolutions to critical issues related to the due diligence process
Conduct on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
Compose and review due diligence report for presentations to clients
Manage the relationship and information flow between the firm and the target client
Schedule and supervise the tasks and project assignments of Seniors and Staff
Review work product prepared by Seniors and Staff and provide review comments

Transaction Services Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Transaction Services Manager

List any licenses or certifications required by the position: CPA

Education for Transaction Services Manager

Typically a job would require a certain level of education.

Employers hiring for the transaction services manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Business/Administration, Graduate, Taxation, Engineering, MBA, Economics, Real Estate

Skills for Transaction Services Manager

Desired skills for transaction services manager include:

Mergers and acquisitions
Transaction services
MS Office
Relevant legislation
Transaction Services activities
Powerpoint and Excel
Banking practices and products
Client business and communicating directly with the target company
Business Combination

Desired experience for transaction services manager includes:

Provide on-the-job and formal training and professional development opportunities for Senior and Staff
Provide verbal and written performance feedback to Seniors and Staff throughout the fiscal year and as part of the annual performance review process
Take part in other types of engagements such as business valuation, purchase price adjustment calculation, restructuring and litigation, purchase price allocation
Research and develop proposal documents and may participate in presentations in pursuit of acquiring new clients
A demonstrable interest in valuations
Regularly communicate with client as to engagement issues (e.g., billing, status updates, scope changes) including preparation of scope of procedures, request lists

Transaction Services Manager Examples


Transaction Services Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of transaction services manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction services manager
  • Working on non-US deals
  • Setting up investment holding companies and appointing the directors and administrators
  • Reviewing transaction documentation to ensure compliant with Fund best practice
  • Assisting with regulatory filings
  • Working with the deal teams to advise on Fund best practice when transactions are in the process of signing and closing
  • Coordinating the movement of funds on closing
  • Assisting in managing the administration of the investment structure post-closing
  • Handles and responds to trade enquiries from internal and external clients (corporates) in a timely and efficient manner
  • Primary point of contact with TS corporate clients, serving their TS daily needs / questions
  • Conduct research to support development of target product set and value propositions
Qualifications for transaction services manager
  • Demonstrated experience with Financial systems (i.e., GL, AP, AM)
  • Demonstrated ability to complete business project(s)
  • ACA/ACCA/CFA qualified
  • GTRF Canada has reviewed trade proposition ensuring that our customer needs are met and expectations are being exceeded
  • Perform frequent gap analysis on product suite and packages
  • Support Manager in the preparation of business cases for new product development, feature / functionality enhancements and decommissioning

Transaction Services Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a transaction services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction services manager
  • Sit on committees and project groups and consult on product related decisions
  • Assist with project prioritization exercises to meet strategic goals
  • Assist in the development and revision of product policies, product risk reviews and procedures to ensure strategic alignment
  • Project manage larger client engagements, which includes determining the project scope and resource requirements, monitoring progress against budget and established timeframe, review of work completed by junior team members and resolving all project issues prior to Partner and Director review
  • Scope, prepare and review reports and documents using Word and PowerPoint
  • Contribute to the management of the project team on a day-to-day basis, including responsibility for briefing, supervising and developing junior staff
  • Deliver complete reports that include specific conclusions and recommendations
  • Assist the Partner, Director and Assistant Directors in the development of existing and new service stream practices
  • Contribute to the successful development of client relationships
  • Promote knowledge sharing within the team
Qualifications for transaction services manager
  • Undergraduate degree in Business Management or equivalent education/training
  • Exposure to broad management principles and techniques to facilitate interaction at all levels
  • Minimum five (5) years in Financial Services Industry
  • Working knowledge of business financial products and services
  • Ability to lead and manage multiple projects and processes simultaneously
  • Must be alert to fundamental economic and regulatory frameworks across the Caribbean region

Transaction Services Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction services manager
  • Build sustainable relationships with clients, and take responsibility for delivering answers to clients in most cases
  • Support the conversion of opportunities into chargeable work including pitch participation
  • Identify and recognise new project and business opportunities, and inform the project director or partner as appropriate
  • Act as an ambassador of the firm
  • Seek and take action on feedback
  • Deliver honest and timely feedback to executives
  • Manage sales and marketing efforts for the full range of securities & fiduciary services and related products, such as securities custody and fund administration
  • Develop and drive sales strategy for growing the custody business
  • Work closely with business partners to evaluate and strategise new requirements for business
  • Provide customer with a bundle of service to cater for their needs cash management services, electronic banking
Qualifications for transaction services manager
  • Strong personal impact Ability to perform consistently at a high level under pressure Evidence of managing teams in a fast moving environment with changing client requirements
  • Account opening and deal implementation, including service agreement and fund documentation review and liaison with legal
  • Participate in projects for improvement of service quality and other deliverables
  • Ensure compliance with the bank and regulatory procedures and policies, banking/statutory requirements and industry codes / practices
  • Keep abreast of market information and developments
  • 5 – 7 years experience in regional custody and/or fund administration environment

Transaction Services Manager Job Description

Job Description Example
Our company is looking to fill the role of transaction services manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction services manager
  • Manage portfolio of assigned processing value added services (VAS) in Europe
  • Plan regional needs for VAS development in cooperation with business stakeholders
  • Conduct market research and competitor analysis, develop documentation, pricing, SLA
  • Capture and document product requirements, submit regional PME requests to Global Product
  • Align and cooperate with Commercial team, develop strong understanding of customer needs
  • Support key regional leads and opportunities, including RFI / RFP response creation
  • Drive development of staff, including being a mentor and coach to junior team members
  • Plan and maintain regional roadmap including sequencing and timing of capabilities and features regional rollout plan
  • Working closely with project based teams, workng closely with Directors and Partners to review and support the analysis of junior team members, writing reports and supporting with overall engagement management
  • Provide support in daily supervision of contact center business unit operation, including productivity control, manpower allocation, procedure interpretation, public relations, employee coaching & development, and evaluation
Qualifications for transaction services manager
  • Exposure to sales and marketing with proven client management and relationship building skills
  • Sound knowledge of custody and fund administration products
  • Providing in-depth analysis of the key commercial and financial aspects of businesses, their strategy, market position and future plans
  • University degree in Finance or Business Administration (or a degree supplemented with a finance background), preferably complemented by further qualifications like a CPA or CFA
  • Excellent competence of national and international accounting principles, preferably supported by basic knowledge in taxation and basic legal knowledge
  • Tenacity, flexibility, high motivation and capacity

Transaction Services Manager Job Description

Job Description Example
Our company is looking to fill the role of transaction services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction services manager
  • Monitor call reports and analyze employee efficiency, response time, accuracy, new business, and member satisfaction to ensure the delivery of quality member service and within the established service level
  • Analyze contact center volume, productivity, and patterns to optimize staffing levels
  • Collect, maintain and analyze historical data and identify trends to develop forecast models and agent schedules
  • Resolve member issues professionally both over the telephone and through correspondence
  • Assists TS Quality Assurance Analyst by monitoring established standards to include telephone and email evaluations for staff
  • Provides Contact Center Operational Managers with actionable data, that optimizes staffing levels to ensure service levels and key metrics are met
  • Provides support to the TS Contact Center Member Outreach Manager with information management activities for TSCC, including maintaining the web help system, managing and responding to the TSCC VYC entries, and overseeing the production of TSCC’s weekly newsletter
  • Works with product knowledge area of call center to ensure consistent, accurate, quality procedures and guidelines are available to agents and disseminates information through regularly scheduled unit meetings and appropriate communication channels
  • Provide assistance in the management of outbound call production to include but not limited to past-due loan collection calls, welcome calls for new members, indirect past-due loan calls, and indirect welcome calls
  • Responsible for the orderly maintenance of the area assigned to the unit
Qualifications for transaction services manager
  • Analytical skills, team oriented attitude and the ability to adapt to new challenges and ideas
  • Ability to manage multiple priorities and simultaneous project in a rapidly growing practice
  • Excellent written, presentation, leadership, and interpersonal communications skills
  • Availability to work additional hours and/or travel as needed
  • Bachelor’s degree in Business Administration or a related discipline
  • Bachelor's degree in Organizational Development, Industrial/Organizational Psychology, Human Resource Management, Business Administration or related field

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