Manager

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.   

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

HSBC UK Leveraged Finance is a national business consisting of c.100 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.  

Within Leveraged Finance, the successful candidate will support 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.

Role Purpose

The role of the Manager is to assist in the origination and 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 regional M&A market, acting as an ambassador for HSBC, assisting the team deliver appropriate debt financing opportunities.
• 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
• Work closely with other Leveraged Finance or other business teams to ensure transactions are appropriately resourced and deadlines and key milestones are met
• Share and develop best practice with others to ensure that the team maximises performance, meets the required standards, and continuously develops capabilities and experience
• Actively participate in 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

To be successful in this role you will have:

• Experience working in a Leveraged Finance environment
• Experience in either advising or providing financing in M&A transactions, particularly those involving private equity investment
• 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 various credit analysis techniques, insight into lending and business knowledge to lead and shape and negotiate complex lending solutions, credit report writing & cash flow modelling
• An understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes
• A successful track record of delivering complex projects and/or programmes, experience of managing other team members, and utilising appropriate techniques and tools to ensure and measure success
• Role relevant qualifications and / or willingness to undertake the training/study required in this role, such as professional qualifications as required by the Financial Conduct Authority (FCA) and including successful completion of the Certificate in Corporate Finance examination to achieve Approved Person status within a year of joining
• Flexibility to assist or work for limited periods of time in other UK offices
• Experience of using relevant software packages, i.e. Microsoft Excel, PowerPoint, Word
• Experience of supporting others' performance, enabling them to achieve by providing clear direction, motivation and support  
• The ideal candidate will have strong credit, financial and non-financial analytical skills, and full understanding of company accounts inc. balance sheet, profit and loss and cash flows

This is a hybrid role with a base location of Bristol.  Travel to the office and customer locations near the office will be required.

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please click on this link.

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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500