HSBC Group

Who is HSBC Innovation Banking?  

HSBC Innovation Banking is the power behind the UK’s forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO typically within the technology and life science sectors.

Whether it’s comprehensive banking, managing cashflow, plans for buyouts or Strategic Fund Solutions, we power ideas at every stage of their journey. From the first-time founders to the funds that back them, and everything in between. We're proud to accelerate growth for our clients, create meaningful connections and communities, and open a world of global opportunity for entrepreneurs and investors alike.

Here’s to never standing still. Come and join us!

The team you’ll work with:

HSBC Innovation Banking’s Warehouse Lending (“WHL”) team provides creative financing solutions across a diverse spectrum of asset classes. Our core products enable us to finance client assets from origination through to securitization.

The Portfolio Management (“PM”) function is a specialist sub-team within WHL that supports the growth of HSBC Innovation Banking’s WHL practice in EMEA.

The value you’ll add:

We are looking for energised, numerate and a communicative candidate who can multitask and prioritise in a varied day to-day working environment. A PM Associate in WHL supports deal qualification, transaction execution, and manages the transaction booking, funding and repayment, and portfolio review processes post-close. The role is internal and client facing; the PM team take the lead in liaising between WHL and internal operations, and also liaise with clients on specific aspects of the transactions pre and post execution. This is an excellent opportunity to join a dynamic, non-hierarchical and growing team with huge scope in terms of career advancement and continual personal development.

What you can expect to be doing:

Support all aspects of portfolio management, including analysing amendment and waiver requests, assisting with monitoring credit approval renewals, booking changes to existing transactions and responding to internal and external audits.

Work with operations, deal team and clients to ensure draws, payments, and monthly reporting on facilities are done in an accurate and timely fashion.

Assist in the analysis and presentation of periodic portfolio reviews.

Assist with developing and implementing policies and operating procedures, which involves interacting with various internal parties including operations, process enablement, business risk and senior credit officers, among others.

For existing deals, support deal leads in the internal credit process conducting analysis and research, preparing credit memorandums, and managing communications with internal stakeholders.

Consistent monitoring of financial and asset level reporting across a range of asset classes, company life stages and geographies. Using all materials available, such as (but not limited to): company provided reporting, any portfolio software implemented, bank accounts and internal systems and tools. 

Understanding of effective portfolio management

Experience in tech banking, investment banking, capital markets and/or corporate finance

Quantitative Bachelor’s degree / CFA or equivalent education, or equivalent work experience specific to this role 

A keen interest in the technology sector and venture capital / private equity transactions 

Experience working with early-stage Fintech companies and startups is a positive

Where you’ll be based:

Our home office in Finsbury Square, London. We offer hybrid working to our employees, so you can flex between home and the office.

Equal Employment Opportunity

We know that some people may be put off from applying for a role if they don’t meet all elements of a job description. If you think you can make a difference to our business, then why not give us a try?

HSBC Innovation Banking is an equal opportunities employer. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, age, religion, sexual orientation, disability or neurodiversity.

If you’d like to apply for one of our roles and need adjustments made, please contact our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com