Associate, Financial Sponsors
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
Agile Working Options
- Assisting the Associate Directors and Relationship Directors in managing a designated portfolio of customer relationships.
- Build and develop business leads and introductions in order to maximise business growth for the Group
- Review customer proposals to best meet Group and customer requirements and find opportunities to develop further income and economic profit, recommending and implementing the appropriate solutions
- Negotiate terms and conditions of credit facilities and services after consulting with all relevant parties and prepare proposals in order to seek approval for global credit exposure
- Prepare and present responses to Requests for Proposal for new and existing business, liaising with other specialist providers as appropriate.
- Ensure legal and other documentation is aligned with credit sanction, Bank and Regulatory policy in order to minimise risk
- Prepare and monitor business plans for the portfolio in order to meet customer profitability requirements and business objectives
- Undertake the annual renewal process for a designated customer base, liaising appropriately with the business partners, credit and risk
- Monitor utilisation of facilities, taking care of excesses within your discretion, reporting other excess situations as appropriate.
- Manage any changes to systems, processes and working practices to achieve operational improvement
- Review management information and provide reports for senior management to monitor and control risk
- Experience managing a portfolio of external client relationships
- Excellent risk management skills
- Experience of interacting externally with high-calibre Private Markets clients such as Private Equity, Private Debt or Infrastructure funds.
- Risk analysis of lending and hedging products preferably in relation to fund level financing.
- A Discretionary Performance Share Award
- Generous pension contribution
- 28 days leave plus bank holidays
- Private health cover
- Share Schemes
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Associate, Financial Sponsors • Lloyds Banking Group
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