TM Coordinator

Assistance to account team with client activities supporting project and client portfolio strategy delivery
Learning about transaction management and understanding key processes and playbooks
Ensuring compliance of standardised processes and quality standards with account teams
Working on assigned project initiation and close out processes within the GOS EMEA TM team
Using client portfolio data to measure client portfolio activity levels and revenue opportunities through bid process
Providing general reporting support such as Quarterly Business Review (QBR) documents
Providing general technical support via Power BI and other tools
Liaising with relevant teams in the PSC to coordinate financial analyses
Using Excel and other analytical tools to identify risks and opportunities within client portfolios
Working with the Transaction Manager to interpret client requests and create summary of needs, scope of work, engagement notice
Referencing central contract documents and creating engagement notices for assignments capturing key project elements and fees
Disseminating standard templates to brokers in the field for specific project types and clients
Maintaining a Work in Progress (WiP) schedule for clients
Collecting and recording client specific KPI data where appropriate
Attending client WiP calls and actioning agreed items within set timelines
Keeping internal reporting systems up to date