Investment Associate Director, NAV Financing Strategy

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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 have an opportunity within HSBC Asset Management Alternatives business for an Investment Associate Director, NAV Financing Strategy.

The NAV Financing Partnership Strategy investment team has been established by HSBC Asset Management (“AM”) to provide alternative strategic capital against Private Equity (“PE”) portfolios and assets. This may be in the form of financing against PE Fund portfolios, to LPs of PE portfolios or directly to PE GPs / Sponsors.

In this role you will:

• Assessment and analysis of alternative credit transactions (NAV loans) for recommendation to Investment Committee and the ongoing monitoring of the portfolio.
• Building relationships with Debt advisors, Market peers, and internal teams within HSBC Bank to best position the Fund for transactions.
• Review and assess the underlying portfolio composition (portfolio companies, Fund LP positions or other collateral pools to include GP co-invest positions,fees and carry and lead the transaction analysis process working with the Associates and Analysts within the investment team.
• Review fund reports, business plans, third party due diligence reports (financial, commercial, legal and tax structuring reports) and other bespoke diligence (ESG, etc), and build/ test assumptions of financial models with a high degree of focus on the underlying cashflow profile of each deal
• Build a relationship with the internal Operations team to ensure that the day-to-day running of the Fund remains efficient, including oversight of LP drawdowns, facility funding, cashflow reconciliation and any other matters.

To be successful in this role you should meet the following requirements:

• A deep understanding of how Fund Finance / GP solutions, specifically NAV loans or GP financings, are structured is essential.
• Experience inalternative credit, leveraged finance, structured finance or similar with direct exposure to Financial Sponsors / Private Equity portfolios is essential
• A highly developed level of commercial acumen and transaction execution and an awareness of procedural and regulatory issues.
• Possess strong analytical skills gained from working with financial models and an understanding of the fundamentals of investment appraisal.
• Experience of building effective relationships with a varied stakeholder base (financial sponsors, debt advisors and internal counterparties) that engender a ‘Trusted Partner’ status.
• Excellent communication and presentation skills with an ability to communicate with impact, ensuring complex information is articulated in a meaningful way to wide and varied audiences.

This role is based In London and will require some travel

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.

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Telephone: +44 207 832 8500