Job description

  • Location:
    New York, New York
  • Department:
  • Division:
    IBP Private Equity Group
  • Employment Type:
    Full time
  • Salary:

Senior Associate / Associate Director (9513)

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.

About the team:

The Fund Solutions team specialises in providing innovative solutions to private capital fund and fund managers throughout the life cycle of their funds.
An exciting opportunity has arisen to help build out our Fund Solutions offering in the United States of America (“US”). We have a highly successful business model focussed on the UK/European market and are looking expand this into the US.

What will you be doing? 

The Primary responsibility of this role will be to help Originate new to bank clients in the mid-market private capital space in the US and to perform a Relationship Management role post Origination.

Specifically, the role will include: 


  • Originate new to bank US mid-market private equity and infrastructure fund clients
  • Engaging with the Syndication team in the UK and the US to build out a distribution strategy where the hold positions are in excess of tolerable risk limits


  • Taking responsibility for Originated deals by taking them through the full process from initial Heads of Terms stage all the way through to deal pay-away, with support from the UK Fund Solutions team
  • Working closely with Group Lending Operations and Onboarding to ensure smooth deal delivery processes
  • Working with the Syndication team to the extent required throughout the process
  • Working with UK Fund Solutions legal team and external legal counsel to execute the deal in accordance with internally approved credit/ risk parameters

Relationship Management (“RM”)

  • Working with the UK RM team to build out a RM strategy for the new Originated clients in the US
  • Help support the risk management of the US Fund Solutions portfolio of deals

You will also have responsibility for “Franchise Growth” - You will support the growth of the business through identifying new opportunities, working on business strategies and driving the marketing program. 

What are we looking for? 

•    Highly numerate (essential) and demonstrable experience in Origination in the US market
•    Demonstrable experience in building client relationships 
•    Knowledge of financial markets and the fund sector
•    Financial analysis skills (ability to critically review and analyse financing proposals, financial statements and cash flows)
•    Risk awareness and risk mitigation capability 
•    IT literate, Word & Excel

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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!

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Meet the recruiter

Louise Radcliffe


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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