Associate Director

HSBC Global Services Limited; Manchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading global financial services provider is seeking an Associate Director in Manchester. This hybrid role focuses on originating and executing bespoke lending solutions for private equity investments. You'll lead negotiations, manage deal teams, and work closely with various stakeholders. Candidates should have solid experience in commercial banking, M&A transactions, and excellent communication skills. The position requires proximity to Manchester for client visits and access to diverse professional development opportunities.

Benefits

Private healthcare

Contributory pension scheme

Enhanced maternity and adoption pay

Qualifications

• Essential experience in a Commercial Banking environment.
• Experience in advising or financing M&A transactions involving private equity.
• Extensive business knowledge for negotiating complex lending solutions.

Responsibilities

• Assist in the origination and execution of bespoke lending solutions.
• Lead negotiations and discussions with Sponsors and clients.
• Manage deal teams to structure and deliver credit facilities.

Skills

Commercial Banking experience

M&A transaction financing

Credit analysis techniques

Project management

Communication skills

Microsoft Excel

Education

CISI Level 3 Certificate in Corporate Finance

Tools

Microsoft PowerPoint

Microsoft Word

Job description

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.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

HSBC UK Leveraged Finance is a national business consisting of almost 150 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.

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

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 Mergers & Acquisitions (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 Commercial Banking environment is essential.
• Experience in either advising or providing financing in M&A transactions, particularly those involving private equity investment, with 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 is essential.
• 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
• Experience of using relevant software packages, i.e. Microsoft Excel, PowerPoint, Word

The role is hybrid and will be based in the Landmark Building in Manchester. The role requires an element of travel for client visits, primarily around the North West of the UK. It is therefore important that the successful candidate is within an easily commutable distance of Manchester but can travel as required.

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.

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