Analyst - Financial Sponsors and PE Funds
Hays
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Position Summary
The Assistant Relationship Manager (ARM) will support the Financial Sponsors team in managing relationships with private equity firms, investment funds, and sponsor-backed companies. The role involves assisting with credit analysis, transaction execution, portfolio management, and client servicing.
Key Responsibilities
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
The Assistant Relationship Manager (ARM) will support the Financial Sponsors team in managing relationships with private equity firms, investment funds, and sponsor-backed companies. The role involves assisting with credit analysis, transaction execution, portfolio management, and client servicing.
Key Responsibilities
- Support Relationship Managers in covering financial sponsors, private equity firms, investment funds, and sponsor-backed corporates.
- Prepare credit applications, annual reviews, financial analysis, and industry research.
- Conduct financial statement analysis and assess credit risks of borrowers.
- Assist in loan execution processes, including documentation, drawdowns, and covenant monitoring.
- Monitor portfolio performance and identify potential credit concerns.
- Prepare client presentations, account plans, and call reports.
- Coordinate with Credit, Legal, Compliance, Operations, and other internal teams to facilitate transaction execution.
- Assist with syndicated loan and structured finance transactions.
- Bachelor's degree in Finance, Accounting, Business, Economics, or related disciplines.
- 2-5 years of banking experience in Corporate Banking, Credit Analysis, Leveraged Finance, Structured Finance, or Financial Sponsors coverage.
- Strong understanding of credit analysis and financial statements.
- Exposure to private equity, investment funds, leveraged finance, or sponsor-backed transactions is an advantage.
- Good analytical and financial modelling skills.
- Knowledge of lending products and credit approval processes.
- Proficient in Microsoft Excel and PowerPoint.
- Strong communication and interpersonal skills.
- Fluent in English and Chinese (Mandarin preferred).
- Experience supporting Financial Sponsors, Leveraged Finance, Acquisition Finance, or Corporate Banking teams.
- Familiarity with private equity funds, fund structures, and syndicated lending markets.
- Exposure to Greater China and cross-border financing transactions.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.