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

• 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.

Requirements

• 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).

Preferred Background

• 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.