Job Description

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our New York, New York office.

Supports senior Debt Finance Origination (DFO) team members with prospecting, marketing and execution activities for all lead-left syndicated bank loan opportunities across Commercial Banking. Performs in depth credit and business due diligence, including debt capacity and market comparable analyses, to inform opinions on loan structure, pricing and syndication. Creates detailed pitch books to synthesize and clearly articulate HSBC’s financing views / recommendations to clients. Leads the preparation of marketing materials (including information memorandums, lender presentations, etc.) distributed to potential lenders. Maintains certain internal data relating to market intelligence, comparable companies and other team-specific reporting systems.

What you might expect on a typical day:

• Conduct due diligence for existing or prospective clients including market comparable analysis and debt capacity analysis

• Lead the drafting of pitch materials that incorporate analysis on capital structure, syndication strategy and key market terms and conditions

• Lead the execution process of structuring lead-left transactions, organizing bank meetings, and assists in the negotiation and completion of required legal documentation / closing process

• Engage in dialogue with clients and prospects on capital structure and bank market conditions

• Providing pricing support to senior managers for analysis and review

• Provide guidance on proposed deal terms to corporate coverage teams regarding transactions that HSBC participates in a non-lead role

• Work with other areas and segments of the Bank to ensure the best possible experience for customers, employees and the Bank, maximizing returns/cross sales

About Us

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We strive to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realize their ambitions.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Requirements

Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.

• Proven experience in a commercial banking or loan structuring role dealing with corporate customers or equivalent

• Bachelor's degree in accounting, business, finance, related field or equivalent experience

• Strong interpersonal, credit and financial analysis skills

• Comfortable dealing with internal and external customers

• Proficiency with personal computers as well as strong PowerPoint and Excel skills as well as other software applications

• Familiarity with pertinent financial and market data sources to support debt finance origination activities

• FINRA Series 79 and 63 licenses preferred and will be required to obtain within a reasonable time frame

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

HSBC is one of the world’s largest banking and financial services organizations. Our global businesses serve around 39 million customers worldwide through a network that covers 62 countries and territories. Our customers range from individual savers and investors to some of the world’s biggest companies, governments and international organizations. We aim to connect them to opportunities and help them to achieve their ambitions.