Associate Director

HSBC Group; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

HSBC Asset Management Direct Lending seeks an Associate Director to drive origination of mid-market private credit transactions across the UK and Europe. You will lead the analysis of opportunities and present recommendations to the Investment Committee, whilst overseeing ongoing portfolio monitoring.

The role requires senior experience in private credit or leveraged finance, with strong financial modelling, due diligence review skills and robust stakeholder management.

Qualifications

• Experience in Private Credit/Lending or Leveraged Finance at associate director level.
• Ability to review information memoranda, business plans and third party due diligence.
• Strong financial modelling and investment appraisal fundamentals.

Responsibilities

• Originate new investment opportunities in UK and Europe.
• Assess and analyse Private Credit transactions for Investment Committee.
• Monitor portfolio and oversee investments post-completion, including stressed assets.
• Manage transaction documentation with HSBC Bank and external parties.
• Build relationships with sponsors, advisers and management teams.

Skills

Deal origination

Financial modelling

Stakeholder management

Investment appraisal

Data analysis

Education

IMC/CFA/ACCA-ACA

Job description

• Occupy a senior role within the Investment Team focussed on origination of new investment opportunities in the UK and Europe.
• Lead the assessment and analysis of Private Credit transactions for recommendation to the Investment Committee and the ongoing monitoring of the portfolio.
• Build strong relationships with financial sponsors, advisers, management teams and HSBC Bank origination professionals in order to best position Asset Management funds for transactions.
• For new transactions you will review of information memorandum, business plans, third party due diligence reports and building/ testing assumptions of financial models provided.
• Management of transaction documentation process in conjunction with HSBC Bank and/or external stakeholders to ensure that investments are completed in an efficient manner.
• Ongoing oversight of investments post completion including involvement in investments showing signs of stress or distress.
  Relevant experience at an Associate Director level experience in Private Credit/Lending and /or Leveraged Finance with some exposure to mid-market lending is essential.
• Able to demonstrate a knowledge of supporting deal origination, including reviewing information memoranda, business plans and 3rd party due diligence is essential.
• Ability to analyse complex financial data and information and create easily digestible content, reports and presentations for a varied audience including internal colleagues and teams and external client stakeholders
• Have excellent stakeholder management skills with the ability to engender a 'Trusted Advisor' status across an internal and external client base. Strong analytical skills including working with financial models and an understanding of the fundamentals of investment appraisal.
• Hold a relevant professional qualification such as IMC, CFA, ACCA/ACA
  If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Asset Management (AM), the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. HSBC Asset Management fulfils its purpose of connecting HSBC's clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight. We have an opportunity within HSBC Asset Management Direct Lending business for an Associate Director. The Direct Lending team operate across the UK and Europe investing on behalf of Institutional Investors into lower & core mid-market loans. The business has scaled significantly operating in partnership with HSBC Bank who are the leading provider of debt to mid-market private equity sponsor owned businesses. The role will report to an Investment Director and the team are part of the broader Private Credit business in Asset Management reporting to the Head of Private Credit. Private Credit also includes Infrastructure Debt, Venture Debt, and Asia Pacific Private Credit. The team is comprised of 21 investment professionals and 5 product development professionals split between London , Zurich and New York. The team analyse new transaction opportunities, taking them through due diligence and execution. Once executed the team also undertake portfolio management activities., 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, socio-economic background 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.