Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Fund Solutions
  • Division:
    IBP Private Equity Group
  • Employment Type:
    Full time
  • Salary:

Associate Director -Fund Solutions coverage (5385)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

About our Fund Solutions team:

We work with Private Equity and the broader Private Capital universe to deliver financing both vanilla and bespoke, treasury and risk management solutions for GPs & Funds covering each stage of the fund lifecycle and multiple layers of the capital structure.  Investec Fund Solutions seeks to be the partner of choice for clients who value exceptional expertise, flexibility, high service and a relationship focus.

The team is seeking to build further upon an already well established market footprint, delivering to a wide range of funds in the private capital space.  As a core part of the Fund Solutions team this role is critical in driving client acquisition and playing a key role in leading client dialogue to uncover new opportunities for the team.  The business has a full service value proposition for our target clients and has the capacity to grow significantly.

Description of role and key responsibilities

Rare opportunity to join a successful Fund Finance team, known for its creativity and experience which has ambitious plans to accelerate its growth trajectory across a 3 year strategic plan.

The Fund Finance team specialises in providing bespoke facilities to Funds and the entities which manage and control the funds. We are searching for an experienced deal doer to develop client relationships and lead deal processes across the spectrum of fund finance products but with particular focussed on the structured end of the market; Secondary PE, GP and NAV financing.

The Fund Solutions team are part of a collaborative Private Equity Group, also including Leverage Finance, Financial Sponsor Advisory and Treasury Risk Advisory. The team is also highly integrated with Power and Infrastructure, Real Estate and Private Banking teams. The candidate would have opportunities to identify opportunities across these other products and form teams to deliver multiproduct solutions to clients.

The team invests from the bank balance sheet and from capital raised from institutional investors, as well as underwriting and arranging transactions. A strong candidate would have a solution orientated mindset that can pivot from thinking about our Borrower client and our Investor client as well as the banks interests. 

The team continues to grow its external capital sources and is currently working on mandate and fundraising processes, including in the NAV Financing space.

The team is experienced, energetic, ambitious and innovative.  The environment is supportive and development focussed whilst being fast paced. High levels of empowerment are provided and as such high integrity and strong values are required. The team are developing and executing their strategic plans with the support of the bank and the candidate would be encouraged to input into these plans and help design and optimised products for the market & investors.

The Primary responsibility of this role will be to manage and lead new to Fund client channel transactions, assisting the senior originators with new deal structuring and pitches, identifying new opportunities, growing income, and driving the marketing program, which ultimately supports the growth of the business.

Specifically, the role will include:

  • Working primarily with Originators and as part of Deal Team delivery. This will include:
  • Leading a transaction originated and converting that into a completed deal and new client;
  • structuring deals and Heads of Terms;
  • running the credit process i.e. leading due diligence, financial analysis and modelling, preparation of credit applications, execution and completion of AML/KYC;
  • Understanding credit appetite and funding;
  • Guiding and managing more junior team members in a deal process and developing skills in other team members.
  • Ensuring exceptional client experience when they engage on a new transaction with the bank.
  • Driving the execution process including negotiating legal documentation including term sheets, commitment letters, credit agreements and amendments, including managing external counsel on a transaction.
  • Working closely with Group Lending Operations, Institutional Sales Group and Onboarding to ensure smooth deal delivery processes.

The successful candidate will be:

An experienced deal doer with leverage finance or corporate advisory experience who is keen to diversify their skillset across the complimentary and high growth Fund Finance asset class.

An individual with a natural curiosity who enjoys exploring deal situations and analysing businesses and structures in order to create a bespoke solution.

Core Skills 

  • Track record of analysing and structuring finance solutions in the UK and European mid-market private equity environment.
  • A high level of competence in the analysis of company financial statements, business, operational and financial risks.

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Tumi Setshedi

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