Associate

at  HSBC

Job description
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 currently have an exciting opportunity to join our team as an Associate Director in the Direct Lending investment team.

This is a senior role within the team and key responsibilities will include:

• Supporting/leading assessment and analysis of private credit transactions for recommendation to Investment Committee.
• Building strong relationships with financial sponsors, advisers, management teams and HSBC Bank origination professionals in order to best position Asset Management funds for transactions.
• Managing transaction execution in conjunction with HSBC Bank’s leveraged finance team and 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.
• Coaching of junior team members to ensure sharing of best practices and continued technical development on modelling, credit analysis, legal terms, etc.
• Promoting the direct lending capability to sales teams. Helping to prepare generic or ad-hoc marketing documents for fundraising. Assisting in the production of ad-hoc research papers for marketing purposes.

Requirements
Skills and Experience Required

Essential:

• a minimum of 5 years’ experience gained in private credit, leveraged finance, structured finance or similar with some exposure to mid-market lending and working alongside financial sponsors desirable.
• a strong level of commercial acumen and awareness, including of economic, cultural, procedural and regulatory issues of business.
• strong interpersonal skills and a proven ability to build strong working relationships with all stakeholders. Able to evidence relationships with mid-market financial sponsors, advisers and corporates.
• strong communication skills, including written, verbal, and the ability to deliver compelling presentations to people at all levels within the business
• strong analytical skills including working with financial models and an understanding of the fundamentals of investment appraisal.
• a desire to work as part of a team where success is collective and people work together closely to achieve objectives
• excellent time management, planning and organisation skills
• a strong interest in business including a desire to understand different business models, strategy, the dynamics at work in different industries.

Desirable:

• some experience of restructuring
• relevant qualifications such as the IMC, CFA, ACCA/ACA
• experience of working in a direct lending fund environment
• European languages

Opening up a world of opportunity
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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.
If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500.

• Supporting/leading assessment and analysis of private credit transactions for recommendation to Investment Committee.
• Building strong relationships with financial sponsors, advisers, management teams and HSBC Bank origination professionals in order to best position Asset Management funds for transactions.
• Managing transaction execution in conjunction with HSBC Bank’s leveraged finance team and 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.
• Coaching of junior team members to ensure sharing of best practices and continued technical development on modelling, credit analysis, legal terms, etc.
• Promoting the direct lending capability to sales teams. Helping to prepare generic or ad-hoc marketing documents for fundraising. Assisting in the production of ad-hoc research papers for marketing purposes