Associate - Specialised Transaction Management

2 days ago

Melbourne City Centre, Australia NAB Full time

Associate - Specialised Transaction Management
- Job number: 801316
- Primary position location: VIC- Melbourne CBD
- Category: Corporate & Institutional Banking
- Work type: Permanent Full time
- Closing at: Jul 4 2025 - 23:55 AEST

**Favourite**

- Opportunity for an Associate to learn about NAB and the Corporate and Institutional Banking (CIB) Specialised Transaction Management (STM) function. The role is critical in ensuring an efficient and effective best practice service delivery of bespoke transactions originated within Corporate and Institutional banking and the wider NAB Group.
- **Find the simple solutions when things are complex or don't make sense.**
- **We bring the right people together, knowing diverse ideas achieve more.**
- **Support C&IB to identify opportunities to deliver services more efficiently.**
- Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
- In the role of Associate, you will join the STM’s Corporate Trust team that’s doubling down on keeping it simple.

**Each day, you’ll go above and beyond to**:

- Work with and support the Senior Associates to support the final execution of Corporate Trust domestic and cross border transactions, transaction restructures and terminations.
- At the direction of the Senior Associate, complete all post-deal administration transaction obligations and ensure Special Purpose Vehicles administrative obligations are satisfied e.g. legal, documentary, corporate governance and regulatory requirements via maintenance of Transaction Events Diary.
- Assist the Senior Associate to co-ordinate non-NAB tax group tax return process, including liaising with Group Tax & external Tax Agent where relevant.
- Upon instruction from customers, executing customer payments, trade instructions and any other directions in accordance with legal documentation and regulatory requirements.
- Complete the preparation and lodgement of Business Activity Statements/Instalment Activity Statements on a monthly and/or quarterly basis.
- Prepare transaction models for accounting and cash flow transactions for recognition in NAB Group ledger. Prepare & post month end accounting journals.

**We’re looking for the best and brightest to deliver the best for our customers. You’ll need**:

- An understanding and self-driven aptitude for grasping all legal, regulatory, financial and operational aspects and obligations of corporate trust transactions.
- Sound written and verbal communication skills.
- Ability to re-prioritise deliverables in dynamic environment.
- Confident to challenge the status quo and actively embracing a continuous improvement mindset.
- Intermediate Microsoft Office capability, specifically Word and Excel.
- Tertiary level accounting knowledge with CA/CPA qualification highly regarded.

**A diverse and inclusive workplace works better for everyone**
- We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

**Join NAB

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