Leverage Finance Associate

Lloyds; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Flexible working

Private Medical Benefit

Job summary

Lloyds in London is seeking a product specialist to support the leverage finance team within Corporate & Institutional Banking. You’ll assist origination and execution of transactions, prepare credit and investment committee papers, and produce internal reports and client marketing materials.

You will also research future opportunities, analyse complex data to inform client conversations and develop relevant product offerings, and help strengthen relationships with Private Equity sponsors and

Qualifications

• Strong written and verbal communication skills.
• Excellent financial modelling and analytical skills, including advanced Excel capability.
• Strong PowerPoint skills to support production of marketing materials.
• 2+ years’ experience in the leveraged finance market and experience supporting leveraged debt transactions.
• Experience preparing credit papers, investment committee submissions, or similar transaction-related documentation.

Responsibilities

• Support the origination and execution of leverage finance transactions.
• Prepare credit and investment committee papers and internal reports.
• Produce client marketing materials and research future opportunities.
• Analyse complex data to inform client conversations and develop product offerings.

Skills

Communication skills

Financial modelling

Excel expertise

PowerPoint

Analytical skills

Education

Accountancy qualifications

Job description

• Join our Leverage Finance team within Corporate & Institutional Banking, which supports UK and international corporate clients with tailored financing and risk-management solutions
• As a product specialist, you’ll support senior colleagues, contribute to the team’s business plan and income, and play an integral role throughout the transaction lifecycle
• You’ll support the origination and execution of leverage finance transactions, prepare credit and investment committee papers, produce internal reports and client marketing materials. You’ll also research future opportunities and analyse complex data to inform client conversations and develop relevant product offerings
• Working with Private Equity sponsors, corporate clients, advisers and internal partners, you’ll help strengthen relationships, identify new business opportunities and deliver well-executed transactions. You’ll ensure deals are appropriately priced and completed in line with regulatory requirements and the Group’s goals and values

Benefits

• A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
• A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
• Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
• Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
• Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
• Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
• Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
• Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
• Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our ‘Your Tomorrow’ scheme. You can decide how much you save and get a say in where your contributions are invested.

Strong written and verbal communication skills, with experience of presenting complex information to a range of stakeholdersExcellent financial modelling and analytical skills, including advanced Microsoft Excel capabilityStrong PowerPoint skills to support production of marketing materials2+ years’ experience in the leveraged finance market and experience supporting leveraged debt transactionsExperience preparing credit papers, investment committee submissions, or similar transaction-related documentationWe know that great talent comes from many backgrounds. Whilst this advert may reference specific experience, we recognise that skills are developed in different ways, so if you have relevant, transferable experience, we encourage you to applyDirect leverage finance experience or experience in similar fields such as Debt or M&A Advisory as well as Transaction Services with an Accountancy firmAccountancy qualifications