Associate Director, Transaction Management

Purpose & Scope of role

• Transaction Management is the centre of execution expertise for Corporate Leverage working alongside originators as one deal team from first engagement through credit approval to completion. Transactions span acquisition finance for owner-managed businesses sponsor-backed buyouts and stretch senior lending including a specialist healthcare franchise for businesses typically generating EBITDA of 1m to 10m giving exposure across the full breadth of UK lower mid-market cashflow lending.
• As Associate Director you will be a core member of the deal team on your allocated transactions supporting the originating Director and on more complex transactions a Transaction Management Director leading execution. You will also act as key origination support for Directors on the origination side.
• You will lead the modelling and analysis prepare credit papers support diligence and the legal process and develop Analysts on live deals.

Key Responsibilities

Drive Execution

• Work as part of the deal team from first engagement through credit approval and completion keeping momentum across every workstream.
• Own the financial model building it or reviewing Analysts work and stress-test downside scenarios.
• Review diligence reports and contribute to structuring and terms giving the deal team a clear view of credit and execution implications.
• Own conditions tracking funds flow and signing and support the legal process communicating directly with clients advisers and lawyers on execution matters.
• Support material follow-on funding amendments and refinances alongside Portfolio Management.

Origination Support

• Act as key origination support for Directors: prepare pitch materials attend client and adviser meetings and form early views on structure and pricing.
• Build and own relationships with advisers investors and management teams developing your own presence in the market.
• Contribute to Corporate Leverages origination profitability and return on equity targets.

Make the Credit Case

• Prepare credit papers that are decision-ready balanced and anchored in the key risks.
• Support the credit process responding to credit queries and contributing to committee discussions.

Develop People and Work Across the Business

• Lead and develop Analysts on live deals setting a high standard for analysis and delivery.
• Work closely with Credit Legal Operations Finance and Portfolio Management to keep deals moving.
• Contribute to an accountable collaborative and direct culture.

Act with Judgement on Risk Governance and Conduct

• Spot credit operational and reputational issues early and raise them with the deal team so structure and protections reflect the key risks.
• Ensure transactions comply with the relevant Asset Class Policy and credit approval conditions.
• Maintain strong governance and conduct discipline throughout: clear rationale strong documentation no surprises.

Qualifications :

Skills & Experience

• Track record executing senior cashflow or leveraged finance transactions end-to-end including legal documentation.
• Strong credit analytical and financial modelling skills with excellent attention to detail.
• Prepares clear balanced credit papers and handles credit queries with confidence.
• Manages multiple live transactions and competing deadlines without losing quality.
• Builds strong relationships with clients advisers and internal stakeholders and communicates with confidence on execution matters.

Education/Professional Qualifications

Shawbrook is committed to providing opportunities to all candidates and understand that not all candidates may possess a qualification or education aligned to the role. We will assess each candidate on their individual experience and skills and not solely on level of education.

Key attributes

• Hands-on and accountable: drives momentum on the deal team and gets deals over the line.
• Commercial: understands what makes a business work and how to structure a deal that fits.
• Ready to step up: builds a market presence and has the potential to move into a Director role.
• Preferably 4 years experience in leveraged structured or corporate finance including 2 years executing cashflow transactions.

Additional Information :

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - Were focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Remote Work :

No

Employment Type :

Full-time