Director, Leveraged Finance

HSBC UK Leveraged Finance is seeking an experienced individual to join them as a Director within their Leveraged Finance Origination (“LFO”) North team. 

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. 

The Leveraged Finance North region consists of both Coverage and Origination teams across the North (including Scotland) and Midlands regions in the sourcing, structuring & execution of all leverage finance opportunities, in addition to overall and prime responsibility for the relationship management of the regional leveraged customer portfolio (165 leveraged clients, TRI $205m, 34 FTE and $1.8bn AuM).  

Within Leveraged Finance, the LFO 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. 

Role Purpose

We are currently seeking an experienced individual to join our team in the role of Director. This role is based in our Manchester office, which is responsible for covering transactions across the North region with a particular focus on the North West market.

The role of a Director within LFO’s North Team is to assist in the origination and lead the execution of bespoke financing solutions that support and enhance investment and acquisitions made by PE firms in UK headquartered companies. 

In addition to the above the role holder will carry out activities including, but not limited to the below:

•    Proactively and frequently be involved in the regional Mergers and Acquisitions (M&A) market, acting as a senior ambassador for HSBC and originating appropriate debt financing opportunities. 
•    Lead negotiations, discussions, pitches with Sponsors, M&A advisers, clients, and prospective clients and demonstrating experience of managing complex, often international transaction processes.
•    Lead 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 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.
•    Be the main point of contact for Leveraged Finance’s Preferred Financial Sponsors, supporting Mid-Market M&A, Financial Sponsor Coverage and Global Banking and Markets in the delivery and execution of opportunities.

For this role, you should have:

•    Significant experience within Leveraged Finance Origination, M&A transaction environments, or a Corporate Banking team involved in transactional work similar to that of a Leveraged Finance team, particularly those involving private equity investment.
•    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.
•    A comprehensive 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, 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.
•    Role relevant qualifications and / or willingness to undertake the training/study required in this role, such as professional qualifications as required by the Regulator and including Successful completion of the Certificate in Corporate Finance examination to achieve Approved Person status within two years of joining.
•    Ability to influence and drive performance across the business to improve efficiency and grow new business whilst managing risk.
•    Strong legal (LMA standard) documentation and transactional experience.
•    Experience of supporting others' performance, enabling them to achieve by providing clear direction, motivation and support.

This is a hybrid role based at St Peter’s Square, Manchester.

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.