REQ #

17778
Job description

CONNECT TO YOUR INDUSTRY

The Debt, Capital & Treasury Advisory (“DCTA”) team is an integral part of Deloitte’s Strategy, Risk and Transactions Advisory practice, providing independent advice and world class execution across the full spectrum of debt markets through the Firm’s global network. Deloitte DCTA is a team of 200+ debt professionals globally, of which ~80 are based in the UK, making it one of the largest teams operating in the UK and almost certainly the largest globally.
In any given year, Deloitte DCTA completes ~60 transactions in the UK alone. The deal flow the team are exposed to enables the DCTA practice to keep a pulse on what is available within the debt markets and where best to source capital. The business has grown at a rapid pace since inception nearly twenty years ago, and has maintained its original ‘start-up’ mentality throughout that period. Deloitte DCTA has direct access with over 300 global lenders that include banks, direct lenders, institutional lenders, family offices, special situations and specialist funds.
The DCTA team has a mandate to further build out its team dedicated to Fund Finance Advisory and is looking for a highly talented and motivated individual with relevant industry and/or advisory experience to join the team at Assistant Director level. This is an opportunity to build experience across a breadth of products emerging in the Fund Finance market and be part of an award-winning UK DCTA team.
We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us.
Connect to your career at Deloitte
Deloitte drives progress. Using our vast range of expertise, we help our clients’ become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.
What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

CONNECT TO YOUR OPPORTUNITY

The Debt, Capital & Treasury Advisory team has established a strong foothold in the Fund Finance Advisory market over the last 5 years and is looking to continue building this out. The team is looking for a Fund Finance professional to join the team at a senior level to originate deals, execute transactions and, by joining the team at this important stage, help shape its strategy and priorities.
As well as being a central member of the Fund Finance Advisory team, you will regularly work with the broader Deloitte service lines, notably the Tax Advisory and Fund Structuring practices, as well as other Deloitte service lines including Transaction Services and Risk Advisory, to optimise Deloitte’s multidisciplinary model.
While you will be based in the UK and will be primarily focused on originating and executing deals in the UK, you will work closely with Deloitte Debt, Capital & Treasury Advisory practises across Europe for both origination and execution and will help continue driving the global roll-out of the Fund Finance Advisory strategy.
This is an opportunity to leverage your Fund Finance experience in a stimulating new environment. Your role within this exciting team will be to assist clients achieve their funding objectives, which will incorporate a wide range of debt engagements including: advice on optimal fund financing structures; negotiating new money debt raises; refinancings and restructuring existing debt facilities. We operate across all financial manager types (Private Equity, Private Credit, Infrastructure, Real Estate, etc.) with a focus on mid-market Private Equity, building deep trusted and long-standing relationships with our clients..

As an Assistant Director in the Fund Finance Advisory team, you will be:

• Responsible for the day-to-day management and execution of Fund Finance debt financing processes, often across multiple projects and accountable for the engagement quality and risk management. Being the primary point of contact for clients, banks, advisers and other service lines;
• Leading marketing and business development activities, including seeking to originate a strong pipeline to successfully generate profitable work;
• Introducing wider firm services to clients;
• Providing knowledge of multiple debt products in order to provide best advice and execution;
• Building & maintaining distinctive client relationships;
• Analysing and having a broad perspective on Fund Finance and debt market trends, helping to lead thinking around emerging financing solutions in Fund Finance across all private market asset classes;
• Contributing towards shaping the team’s strategic priorities as it continues to grow, including developing new market / industry knowledge, skills and points of view in changing market requirements;
• Demonstrating leadership that motivates and develops the team, supporting career progression and personal development across the team; and
• Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution.

CONNECT TO YOUR SKILLS AND PROFESSIONAL EXPERIENCE

Successful applicants will be able to demonstrate:

• Demonstrable experience working in Fund Finance, most likely within a bank or credit fund in a lending capacity, a legal capacity, and/or relevant Fund Finance debt advisory experience
• Strong profile within the Fund Finance market
• Track record of having originated and executed transactions within the Fund Finance market, including generation of new leads and building out existing relationships
• Experience in debt structuring, credit analysis and financial modelling
• Experience of having negotiated term sheets/legal documentation
• Experience in managing and developing talent, including leading / overseeing junior team members
• Knowledge of emerging Fund Finance solutions, as well as existing cornerstone products
• Proven ability to manage multiple projects, with excellent organisational skills
• A commitment to delivering an exceptional service to clients, with ability to work quickly and establish effective working relationships
• Professional qualification (e.g. CFA, ACA, ACT, CIMA or equivalent) would be a plus

Please refer the Job description for details