Associate Director, Direct Lending

HSBC
London
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: certificationSkills: ["Stakeholder management","Analytical thinking","Relationship building","Presentation skills","Trusted advisor"]

Lead origination and investment assessment for UK and Europe private credit deals within HSBC Asset Management’s Direct Lending team. You’ll evaluate transactions for recommendation to the Investment Committee, build relationships with sponsors and advisers, and oversee post-investment monitoring for potential stress or distress. The role also involves reviewing transaction documentation, due diligence, and financial models, working closely with HSBC Bank and internal stakeholders across the private credit platform.

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FursaFursa
HSBC
HSBC
2 days ago

Associate Director, Direct Lending

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Job Summary

Lead origination and investment assessment for UK and Europe private credit deals within HSBC Asset Management’s Direct Lending team. You’ll evaluate transactions for recommendation to the Investment Committee, build relationships with sponsors and advisers, and oversee post-investment monitoring for potential stress or distress. The role also involves reviewing transaction documentation, due diligence, and financial models, working closely with HSBC Bank and internal stakeholders across the private credit platform.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Director level

Key Responsibilities

  • •Occupy a senior role within the Investment Team focused on origination of new investment opportunities in the UK and Europe.
  • •Lead assessment and analysis of Private Credit transactions for recommendation to the Investment Committee and monitor the portfolio on an ongoing basis.
  • •Build relationships with financial sponsors, advisers, management teams, and HSBC Bank origination professionals to position funds for transactions.
  • •Review information memoranda, business plans, third-party due diligence reports, and build/testing assumptions in financial models for new transactions.
  • •Manage transaction documentation processes and provide ongoing oversight post-completion, including involvement when investments show signs of stress or distress.

Key Requirements

  • •Relevant associate director-level experience in Private Credit/Lending and/or Leveraged Finance, with exposure to mid-market lending.
  • •Knowledge of deal origination, including reviewing information memoranda, business plans, and third-party due diligence.
  • •Ability to analyse complex financial data and create clear reports and presentations for internal and external stakeholders.
  • •Excellent stakeholder management skills and ability to act as a trusted advisor across internal and external client bases.
  • •Strong analytical skills with experience working with financial models and fundamentals of investment appraisal, plus a relevant professional qualification (IMC, CFA, ACCA/ACA).
Experience:Private creditLeveraged financeMid-market lending
Education:Certification / Diploma
Skills:Stakeholder managementAnalytical thinkingRelationship buildingPresentation skillsTrusted advisor
Certifications:IMCCFAACCAACA

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
Glassdoor: 3.6
WebsiteLinkedIn