19 hours ago

Associate, Credit Solutions - Innovation Banking (San Francisco, CA, US, 94111)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Support HSBC Innovation Banking by meeting clients and prospects, structuring venture debt facilities, and performing underwriting across KPI analysis, market analysis, and financial modelling (forecasting, scenarios, and valuation). Maintain documentation and internal risk ratings, build a portfolio management framework for timely reviews, and provide analyses and recommendations with internal credit partners to support risk management and growth across the innovation portfolio.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Meet clients and prospects and support relationship building across the portfolio.
•Structure venture debt facilities that support balanced growth and protect against downside risk.
•Perform underwriting activities including KPI analysis, market analysis, and financial modelling across forecasting, scenario, and valuation analysis.
•Maintain accurate internal documentation for debt facilities, including financial reporting and internal risk ratings, and support portfolio management reviews to senior credit officers.
•Provide analyses and recommendations with internal credit partners for the Innovation Banking debt portfolio while communicating performance updates internally.

Key Requirements

•Evaluate business models, financial statements, competitive landscapes, and KPIs, including financial modelling and sensitivity analysis.
•Bring proven debt underwriting experience in the technology sector, including risk mitigation, capital structures, and repayment analysis.
•Manage credit risk across a portfolio, including covenant compliance, rating changes, and ongoing financial performance assessment.
•Interpret market and company information to support due diligence, structuring, and underwriting decisions.
•Use Excel to build and maintain analyses and models and work with databases such as Pitchbook for underwriting and portfolio insights.

Experience:Technology sectorVenture debtStartup ecosystemClimate techFrontier technology

Skills:Financial analysisRisk managementUnderwritingAttention to detailCollaboration

Tech Stack:ExcelPitchbook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

19 hours ago

Associate, Credit Solutions - Innovation Banking (San Francisco, CA, US, 94111)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Meet clients and prospects and support relationship building across the portfolio.
•Structure venture debt facilities that support balanced growth and protect against downside risk.
•Perform underwriting activities including KPI analysis, market analysis, and financial modelling across forecasting, scenario, and valuation analysis.
•Maintain accurate internal documentation for debt facilities, including financial reporting and internal risk ratings, and support portfolio management reviews to senior credit officers.
•Provide analyses and recommendations with internal credit partners for the Innovation Banking debt portfolio while communicating performance updates internally.

Key Requirements

•Evaluate business models, financial statements, competitive landscapes, and KPIs, including financial modelling and sensitivity analysis.
•Bring proven debt underwriting experience in the technology sector, including risk mitigation, capital structures, and repayment analysis.
•Manage credit risk across a portfolio, including covenant compliance, rating changes, and ongoing financial performance assessment.
•Interpret market and company information to support due diligence, structuring, and underwriting decisions.
•Use Excel to build and maintain analyses and models and work with databases such as Pitchbook for underwriting and portfolio insights.

Experience:Technology sectorVenture debtStartup ecosystemClimate techFrontier technology

Skills:Financial analysisRisk managementUnderwritingAttention to detailCollaboration

Tech Stack:ExcelPitchbook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn