Associate Director, Transaction Management

Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver.  We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.

We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally.  We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.

The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities.  This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale.  We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.

Work with us because you:

• Want to be part of a bank built for the dynamics of the modern world
• Relish a challenge and enjoy a fast-paced, innovative and hardworking culture
• Enjoy finding new and better ways to solve complexity and make things happen
• Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups
• Care about society and the environment and want to be part of a business that cares too
• Want to continue to grow professionally and be the best version of yourself

Purpose & Scope of role

• Transaction Management is the centre of execution expertise for Corporate Leverage, working alongside originators as one deal team from first engagement through credit approval to completion. Transactions span acquisition finance for owner-managed businesses, sponsor-backed buyouts and stretch senior lending, including a specialist healthcare franchise, for businesses typically generating EBITDA of £1m to £10m+, giving exposure across the full breadth of UK lower mid-market cashflow lending.
• As Associate Director, you will be a core member of the deal team on your allocated transactions, supporting the originating Director and, on more complex transactions, a Transaction Management Director leading execution. You will also act as key origination support for Directors on the origination side.
• You will lead the modelling and analysis, prepare credit papers, support diligence and the legal process, and develop Analysts on live deals.

Key Responsibilities

Drive Execution

• Work as part of the deal team from first engagement through credit approval and completion, keeping momentum across every workstream.
• Own the financial model, building it or reviewing Analysts’ work, and stress-test downside scenarios.
• Review diligence reports and contribute to structuring and terms, giving the deal team a clear view of credit and execution implications.
• Own conditions tracking, funds flow and signing, and support the legal process, communicating directly with clients, advisers and lawyers on execution matters.
• Support material follow-on funding, amendments and refinances alongside Portfolio Management.

Origination Support

• Act as key origination support for Directors: prepare pitch materials, attend client and adviser meetings, and form early views on structure and pricing.
• Build and own relationships with advisers, investors and management teams, developing your own presence in the market.
• Contribute to Corporate Leverage’s origination, profitability and return on equity targets.

Make the Credit Case

• Prepare credit papers that are decision-ready, balanced and anchored in the key risks.
• Support the credit process, responding to credit queries and contributing to committee discussions.

Develop People and Work Across the Business

• Lead and develop Analysts on live deals, setting a high standard for analysis and delivery.
• Work closely with Credit, Legal, Operations, Finance and Portfolio Management to keep deals moving.
• Contribute to an accountable, collaborative and direct culture.

Act with Judgement on Risk, Governance and Conduct

• Spot credit, operational and reputational issues early and raise them with the deal team, so structure and protections reflect the key risks.
• Ensure transactions comply with the relevant Asset Class Policy and credit approval conditions.
• Maintain strong governance and conduct discipline throughout: clear rationale, strong documentation, no surprises.

Skills & Experience

• Track record executing senior cashflow or leveraged finance transactions end-to-end, including legal documentation.
• Strong credit, analytical and financial modelling skills, with excellent attention to detail.
• Prepares clear, balanced credit papers and handles credit queries with confidence.
• Manages multiple live transactions and competing deadlines without losing quality.
• Builds strong relationships with clients, advisers and internal stakeholders, and communicates with confidence on execution matters.

Education/Professional Qualifications

Shawbrook is committed to providing opportunities to all candidates and understand that not all candidates may possess a qualification or education aligned to the role. We will assess each candidate on their individual experience and skills, and not solely on level of education.

Key attributes

• Hands-on and accountable: drives momentum on the deal team and gets deals over the line.
• Commercial: understands what makes a business work and how to structure a deal that fits.
• Ready to step up: builds a market presence and has the potential to move into a Director role.
• Preferably 4+ years’ experience in leveraged, structured or corporate finance, including 2+ years executing cashflow transactions.

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace, a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done