Senior ABL Transaction Associate

Responsibilities

• Coordinate and oversee onboarding of new clients and introducers, working closely with sales team, external lawyers, and advisories.
• Maintain up‑to‑date documentation and reports, ensuring compliance with organisational standards and regulatory requirements.
• Work with RM & BDM teams to manage onboarding, including credit searches, KYC approval, documentation preparation, and operational support for first drawdown.
• Contribute to the development of GF procedures and policies, identifying opportunities for continuous improvement of the client journey.
• Diary facility milestones, ensuring timely receipt, proper record‑keeping and review of all client information.
• Prepare client drawdown requests, ensuring all relevant departments receive required information promptly.
• Produce monthly portfolio reports summarizing client financial performance, covenant compliance, and collateral overview.
• Escalate new or increased GF client or debtor risks to the Senior Relationship Manager without delay.
• Engage with Risk, Operations, Finance and other functional areas to foster collaboration and keep abreast of policy and process changes.
• Maintain the introducer base, comprising corporate finance professionals, debt advisory experts, and selected specialist brokers.

Qualifications

• Experience reviewing legal documentation related to business finance and understanding relevant terminology.
• Strong organisational and time‑management skills, able to coordinate multiple deals simultaneously.
• Excellent interpersonal and communication skills, with a team‑player mindset and ability to build working relationships.
• Proficiency in Microsoft Excel, PowerPoint and Word.
• Ability to work in a fast‑paced environment without compromising attention to detail and accuracy.
• Capability to interpret financial information, including balance sheet and cash forecast analysis.
• Understanding of operational aspects of business finance: receivables, asset‑based lending, and basic familiarity with legal processes and logistical requirements in corporate transactions and acquisitions.

Benefits

• Full onboarding support and continued development opportunities.
• Options for flexible working.
• Regular social activities.
• Pension contributions.
• Discretionary bonus scheme.
• Private health cover.
• Life assurance.
• Family‑friendly policies, including enhanced maternity and paternity leave.

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