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HSBC UK Leveraged Finance (“LF”) is seeking an experienced individual to join them as an Associate Director.

HSBC UK Leveraged Finance is a national business consisting of c.100 colleagues, covering c.350+ clients and a diverse range of Private Equity (“PE”) relationships. The business is a market leader, consisting of four key areas of expertise: Origination, Execution, Financial Sponsor Coverage & Client Coverage. The customer base is varied and can range in size from a turnover of typically £100m to more than £2bn. The team is sector agnostic, but most customers are categorised by their Private Equity (PE) ownership. Lending money to support PE firms with Leveraged Buyouts is often complex in nature and therefore subject to sophisticated financial modelling, structuring and downside sensitivities.

Within Leveraged Finance, the successful candidate will support the financing opportunity and then structure the facilities, oversee the due diligence process, obtain the necessary internal approvals including credit approval and negotiate the legal documentation that enables the arranging of the debt financing to support a private equity led investment or acquisition.

Role Purpose

The role of the Associate Director is to assist in the origination and lead the execution of bespoke lending solutions that support and enhance investment and acquisitions made by private equity firms (Sponsors) in UK headquartered companies.

The Leveraged Finance team will originate the financing opportunity and then structure the facilities, oversee the due diligence process, obtain the necessary internal approvals including credit approval and negotiate the legal documentation that enables the arranging of the debt financing to support a private equity led investment or acquisition.

In this role, you will:

• Proactively and frequently be involved in the UK M&A market, acting as a senior ambassador for HSBC and originating appropriate debt financing opportunities
• Lead or assist in negotiations, discussions, pitches with Sponsors, M&A advisers, clients and prospective clients and alongside team members share significant experience of managing complex often international transaction processes
• Work closely as part of a team to structure and deliver robust credit facilities for proposed transactions, identifying and mitigating key risks that will secure and protect the bank while meeting client needs
• Manage and lead deal teams and work closely with other Leveraged Finance or other business teams to ensure transactions are appropriately resourced and deadlines and key milestones are met
• Set expectations, share best practice and manage, monitor, coach and develop the junior members of the team and others to ensure that they maximise their performance, meet the required standards, and continuously develop their capabilities and experience
• Encourage constructive cross-country and cross-business teamwork that enables delivery of the financial growth plan for the UK business, whilst promoting and demonstrating the values of HSBC and its Charter

To be successful in this role you will have:

• Experience working in a Leveraged Finance environment
• Experience in either advising or providing financing in M&A transactions, particularly those involving private equity investment
• A developing network of contacts and associations with the M&A market, private equity or corporate clients
• Experience of using various credit analysis techniques, insight into lending and extensive business knowledge to lead and shape and negotiate complex lending solutions
• A comprehensive understanding of risk management and proven experience of ensuring own/others’ compliance with relevant regulatory processes
• A successful track record of delivering complex projects and/or programmes, managing other team members and utilising appropriate techniques and tools to ensure and measure success
• Both spoken and written communication skills with experience of analysing and summarising high volumes of business and transactional information under significant time pressure, whilst adapting your style and approach to the audience and message to be delivered
• Role relevant qualifications and / or willingness to undertake the training/study required in this role, such as professional qualifications as required by the Financial Services Authority (FSA) and including Successful completion of the certificate in Corporate Finance examination to achieve Approved Person status within one year of joining
• Flexibility to assist or work in other UK offices
• Experience of using relevant software packages, i.e. Microsoft Excel, PowerPoint, Word
• Experience of supporting others’ performance, enabling them to achieve by providing clear direction, motivation and support

The role is hybrid and can be based in London, Manchester or Leeds.

Regulatory References

Under the requirements of the FCA Certification Regime, HSBC is required to take reasonable steps to obtain a regulatory reference from the candidate’s previous employers covering the past six years.

Qualifications

This role is subject to the requirements of Certification Regime, set out by the Financial Conduct Authority (FCA). Candidates must either have attained the CISI Level 3 Certificate in Corporate Finance, or should be committed to completing this qualification within 1 year of being in role.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces – no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500