Wholesale Banking Origination Associate

hace 3 días


Cuauhtémoc CDMX, México HSBC A tiempo completo

-Job description

The function of Wholesale Banking Origination Associate has the objective to support the business and periodic reports of the area. The holder of the position will develop the following skills (i) use of financial analysis to originate solutions to customers to finance acquisitions, CAPEX and Debt Refinancing, (ii) Elaborate marketing materials to deliver our customers financing proposals (Term Sheets), (iii) provide integral solutions that include hedging transactions to mitigate market risks and the possibility to refinance loans through the capital markets, (iv) support the team in the execution of the deals, (v) collaborate with other teams in order to originate cross selling and (vi) have the capacity to interact face to face with Wholesale Banking Customers, internal stakeholders and external counsels.

Being part of the primary support for the Directors as the market face of the team, whereby the successful applicant will help to originate and structure transactions for these clients, which will include loans and to collaborate with GBM product specialist in the origination of investment banking / capital markets products
Establish a holistic understanding of clients’ needs and deliver innovative high value solutions across all Investment Banking product lines
The job holder will be responsible for a broad range of tasks including financial analysis and modelling, preparation of pitch-books, pricing and structuring loan transactions, credit analysis and supporting Directors/Team Heads with internal comms, reporting and projects
Internal/External stakeholder management
Drive proactive connectivity and collaboration between Investment Banking product partners, Coverage, Sector and other Global Businesses, in order to deliver maximum value of HSBC products and services to our existing and prospective clients
Maintaining trusted relationships with the Coverage teams and Senior Management to drive origination opportunities and client engagement
Ensure that CMBO operates in accordance with HSBC’s internal lending and other guidelines, controls and procedures in addition to any external regulatory requirements
Team Contribution
Contribute to the building of an inclusive, professional, proactive, and performance-driven culture
Share best practice with in the team
Willingness to undertake the training/study required in this role, i.e. FCA approval, Chartered Institute Securities Investments (CISI) qualifications.
Help the team in streamline
Requirements

A genuine interest in the financial markets
Experience in investment banking / debt finance / coverage / corporate finance in Global Banking, leveraged finance, CMBO or equivalent is desirable but not essential
Customer
Relevant knowledge of loan and capital market products is desirable but not essential
Past working experience in a relevant role, i.e. Analyst, Middle Market Financial Sponsors (MMFS), Corporate Banking Centre (CBC), Relationship Management (RM) is desirable but not essential
Successfully engaged customers to understand their needs and identify sales/service opportunities
Experience of financial analysis and financial modelling skills
Experience using relevant software packages, i.e. Excel, Power Point
Internal/External stakeholder management
Comfortable with co-ordinating and presenting effectively both verbally and in writing
Organised and able to work to tight timelines, managing the unexpected as well as anticipated issues or events, with the confidence to speak-up or escalate where appropriate
Ability to gather, analyse and interpret comprehensive information and/or customer requirements in order to provide solutions that are commercially viable and sustainable
Experience of building effective customer relationships which create customer advocacy
Team
A commitment to excellence and performance to the highest standards, promoting an environment that encourages diversity and freedom of thought



  • Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Role purpose** Provide the needful expenses information and analysis to the local and regional Heads of Wholesale to grant a correct decision making; also it will serve as a link between diverse bank areas like Risk, Finance, HR and wholesale businesses heads and COOs. **Principal Responsibilities** - LAM and Mexico Cost analysis of...


  • Ciudad de México, CDMX Citi A tiempo completo

    The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior...


  • Ciudad de México, CDMX JPMorgan Chase A tiempo completo

    This role partners very closely with the Wholesale Payments FIG Sales team who have the direct origination responsibility for Trade as well as Treasury Services business for FI clients in Latin America and support for Americas. The LATAM Trade PSS will report to the VP FIG trade sales for LATAM and will work intensively with FIG Sales on client origination...


  • Ciudad de México, CDMX JPMorganChase A tiempo completo

    **JOB DESCRIPTION** This role partners very closely with the Wholesale Payments FIG Sales team who have the direct origination responsibility for Trade as well as Treasury Services business for FI clients in Latin America and support for Americas. The LATAM Trade PSS will report to the VP FIG trade sales for LATAM and will work intensively with FIG Sales on...


  • Ciudad de México, CDMX Pavago A tiempo completo

    **Job Title: Investment Banking Associate** **Position Type: Full-Time, Remote** **Working Hours: EST** **About Pavago**: **Key Responsibilities**: - **Financial Modeling**:Develop, manage, and refine complex financial models in Excel, focusing on real estate investment fund performance, valuations, and forecasted returns. - **Presentation...


  • Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description The role will be based Mexico City. Client Tax Reporting (CTR) and Business Regulatory Risk Manager sits within Wholesale Business Risk pilar and spans Mexico and Latin America. For CTR, the position will support all Client Tax Reporting activities covering both The Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act...


  • Cuauhtémoc, CDMX, México BBVA A tiempo completo

    **Área**: **CORPORATE & INVESTMENT BANKING** **Inscríbete hasta**: **10/3/2024** **Sociedad**: **243** **¿Qué estamos buscando?** Sobre el perfil: Educación: Lic. en Finanzas, Economía, Administración o afín. Experiência: 2 a 5 años de experiência en CIB en gestión de cuentas vostro. Experiência en tesorería, pagos internacionales, FX y...

  • Global Corporate Banking

    hace 2 semanas


    Ciudad de México, CDMX JPMorgan Chase A tiempo completo

    The Latin America Subsidiary Banking team manages J.P. Morgan's relationships with Latin American subsidiaries of global corporate clients across cash management, trade, fx & rates, commodities, and financing solutions. The team coordinates the coverage strategy with headquarter bankers and product partners across regions. We are recruiting a Corporate...

  • Global Corporate Banking

    hace 4 semanas


    Ciudad de México, CDMX JPMorganChase A tiempo completo

    **JOB DESCRIPTION** The Latin America Subsidiary Banking team manages J.P. Morgan’s relationships with Latin American subsidiaries of global corporate clients across cash management, trade, fx & rates, commodities, and financing solutions. The team coordinates the coverage strategy with headquarter bankers and product partners across regions. We are...


  • Ciudad de México, CDMX JPMorgan Chase & Co A tiempo completo

    **JOB DESCRIPTION** As a central part of the firm's plans to further expand its successful international banking franchise, the Global Corporate Bank offers exciting opportunities as a place to work. We are currently seeking to recruit for a Global Corporate Banking Analyst to support our Mexico team. JPMorgan Chase & Co., one of the oldest financial...


  • Ciudad de México, CDMX JPMorganChase A tiempo completo

    **JOB DESCRIPTION** Join our dynamic Global Corporate Banking Latin America team as a Business Manager and play a pivotal role in promoting key initiatives, shaping business strategy, and optimizing performance across the organization. Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    OverviewThe Structured Finance team at HSBC Mexico is part of Wholesale Banking, focused on increasing the lending portfolio through structured credit solutions.Job DescriptionAs a Financial Analyst in our team, you will contribute to structuring credit solutions for Corporate, Financial Institutions, Commercial Real Estate, and Multinational customers. Your...

  • Global Trade Expert

    hace 2 semanas


    Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Key Responsibilities:As a Global Trade Expert at HSBC, you will be responsible for driving growth of receivable finance solutions business as part of GTRFs key growth strategy with specific focus on LC/MME names that sell to large buyers. You will also work closely with Wholesale Banking GRBs and Global Trade and Receivables Finance (GTRF) BDMs to drive RF...


  • Ciudad de México, CDMX JPMorgan Chase & Co A tiempo completo

    **JOB DESCRIPTION** Job Description** If you are a strategic thinker and are passionate about delivering solutions to clients, you have found the right team. We are looking for a Payments Sales Associate to join our Mexico Corporate Payments team. You will play a critical role in helping to manage and grow the Payments relationships with key clients. As a...


  • Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Role purpose**: The way customers interact with us is changing significantly. Direct Channels in Wealth and Personal Banking Mexico are key in our aspiration to be the best bank for our customers. Our mission is to deliver a sensational customer experience, achieving our growth targets and succeeding with an efficient operation. The Head...


  • Ciudad de México, CDMX JPMorgan Chase A tiempo completo

    Join our dynamic Global Corporate Banking Latin America team as a Business Manager and play a pivotal role in promoting key initiatives, shaping business strategy, and optimizing performance across the organization. Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business...


  • Ciudad de México, CDMX Bank of America A tiempo completo

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    As a key member of the Global Wholesale Fraud Risk Management function, you will play a critical role in identifying and mitigating potential lending fraud risks.The ideal candidate will have broad-based banking experience in commercial lending, relationship management, and/or lending fraud management, with a strong understanding of lending fraud typologies...


  • Cuauhtémoc, CDMX, México BBVA A tiempo completo

    **Fecha límite para apuntarse**:2024-11-16 **¿Quieres desarrollar tu carrera profesional?**: BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job Description">The role of the Regional Lending Fraud Specialist is to support the frontline in identifying potential lending fraud and making informed risk decisions.About the Role">This position will work closely with regional, global fraud teams, CoE, the front line and WMCR, and will be responsible for executing the Fraud Risk Assessment (FRA) process...