HSBC
Investment Director NAV Financing Strategy
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Ready to shape NAV financing strategy across private equity portfolios?
Why HSBC
HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.
The Role
This is a senior role within HSBC Asset Management’s NAV Financing Partnership Strategy, providing alternative strategic capital against private equity portfolios. You’ll take ownership of assessing and evaluating NAV financing transactions for recommendation to Investment Committee and oversee ongoing portfolio monitoring. The role sits in a fast-paced market where timetables can shift quickly and transaction structures can be complex. You’ll work closely with HSBC origination and product teams to position the Strategy for the right opportunities and execute investments in line with mandate restrictions and policy. Success means building a strong pipeline of well-structured transactions, delivering disciplined underwriting and maintaining effective oversight of portfolio performance and risk. You’ll also support fund launches and help promote the Strategy and wider Capital Solutions offerings to sales teams, clients and investors.
What you'll be doing
- Oversee assessment and evaluation of NAV financing transactions for Investment Committee recommendation
- Review private equity portfolio collateral including portfolio companies, fund LP positions, fees, co-investments and carry
- Structure transactions for the investment vehicles managed by the Strategy’s investment team
- Evaluate due diligence materials including portfolio reports, business plans and third-party financial, commercial, legal and tax reports
- Build and test assumptions in financial models with focus on underlying cashflow profiles
- Manage transaction documentation to complete investments efficiently and to required standards
- Monitor portfolio performance post-completion including escalation and oversight of investments showing signs of stress or distress
- Strengthen market presence through active dialogue with financial sponsors, debt advisers, market peers and HSBC origination partners
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What we're looking for
- Bring substantial experience in alternative credit, leveraged finance, structured finance or similar with exposure to financial sponsors and private equity portfolios
- Offer an established network across the European NAV financing market including GPs, LPs, debt advisers and NAV financing providers
- Apply strong analytical capability including financial modelling and the fundamentals of investment appraisal
- Demonstrate experience interpreting complex due diligence and converting it into clear investment views and recommendations
- Show ability to structure and execute transactions within an investment mandate including policy and investment restrictions
- Communicate clearly in writing and verbally including presenting to stakeholders at different levels
- Build effective working relationships across investment teams, sales, product partners and external counterparties
- Manage priorities across multiple live processes while maintaining high standards of control and documentation
- Hold IMC, CFA, ACCA/ACA or equivalent certification, or bring equivalent demonstrable experience
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Building NAV financing partnerships
If you want to work at the centre of a growing NAV financing strategy this role offers the scope to influence origination, structuring and portfolio outcomes. You’ll help position HSBC Asset Management’s Capital Solutions platform with financial sponsors and advisers while maintaining disciplined underwriting and oversight. The work spans transaction execution, investment committee engagement and post-close monitoring in a market that moves quickly. If that sounds like the kind of impact you want to have we’d welcome your application.
Given the focus on Continental European Sponsors, the role can be based from Continental Europe (Paris, Luxembourg or Zurich) or London. However, there is the expectation of regular travel between the Continent and London, given the remainder of the NAV Financing team is based in London.
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