Associate Export Finance

As an Associate in the Export Finance team based in Mexico City you will report to an Export Finance Director based in Mexico, as well as to the Regional Head of the Export Finance Americas business in London on a functional basis.

You will be expected to provide support to the Mexico Export Finance Director and wider Export Finance team in relation to the origination and execution of business throughout Latin America. 

You will work closely with the global Export Finance team, relationship managers, product partners, ECAs, MDBs and Borrowers to originate, structure and arrange Agency supported financing for our clients.

The successful candidate will be expected to undertake a broad spectrum of responsibilities and tasks supporting the origination and execution of Export Finance transactions in Latin America,  from initial client discussions through to loan disbursements. Key responsibilities would include:

• Creating marketing materials, such as pitch books, responses to requests for proposals and teaser documents.
• Arranging and participating in client meetings.
• Managing internal approvals processes, including conflicts clearances, business approvals, calculation of transaction profitability, capital allocation approvals, credit approvals, environmental clearances, etc., as relevant.
• Support seniors in setting go-to market strategy, market scoping and identifying potential opportunities. 
• Provide support in structuring an ECA-backed financing and analysing the transaction’s risk allocation.
• Providing support in execution of mandated transactions, including assisting with documentation aspects of Export Finance transactions and review of transaction due diligence materials.
• Providing support with ongoing administration of the existing portfolio, when such is relevant for the client-facing team, as well as with management information requirements.
• Delivering fair outcomes for our customers and ensuring your own conduct maintains the orderly and transparent operation of financial markets.
• Understanding HSBC’s strategy as a global universal bank and its client centric approach. This will include knowledge of how the business is structured and organized, engaging effectively with colleagues across businesses and products, and working collaboratively in a global context.
• Provide support including teach-ins for front, middle and back office / internal stakeholders on ECA backed financing. 

• Proficient in both Spanish and English – spoken and written (business level).
• Some experience of executing ECA backed transactions is preferred.
• The individual must be a self-starter, with sufficient motivation to manage his/her own deadlines and deliverables in a proactive manner.
• Have demonstrable understanding of banking and key financing/loan products.
• Experience in managing and coordinating work streams for a financing/transaction.
• High levels of motivation and strong work ethic underpinned by enthusiasm to learn about the ECA financing product.
• Strong organisational and project management skills with ability to multitask, schedule time effectively and digest and convey complex information in an understandable and succinct manner.
• Motivated to advance within the team/business area.
• Proficient user of MS Office applications (specifically, MS Word, MS PowerPoint and MS Excel – extensive experience with MS PowerPoint and at least some modelling experience in MS Excel will be a plus).
• Understanding of core credit analysis and credit metrics.
• Ability to review and understand (and summarise, where necessary) key due diligence elements (commercial, environmental, etc.) as well as the underlying legal documentation required for loan facilities.
• Understanding of HSBC internal tools and systems such as CME, ORC, Navigator, etc. is preferred.
• Undergraduate or Postgraduate education preferred.

At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values ​​define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”

At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.