Experience

HSBC Innovation Banking
• United Kingdom
• Financial Services
• 200 - 300 Employee
• Senior Vice President, Debt Finance

  • Jun 2023 - Present


Lincoln International

• United States
• Investment Banking
• 700 & Above Employee

• Senior Associate

  • Jan 2023 - Jun 2023

  TMT & Consumer Debt Advisory TMT & Consumer Debt Advisory



Barclays

• India
• Outsourcing/Offshoring
• 1 - 100 Employee

• Vice President, Transaction Management (Secondee)

  • Jul 2022 - Jan 2023

  Short term secondment into Barclays Corporate and Investment Bank’s Transaction Management team. Responsible for leading the structuring and execution of all legal documentation for Barclays Debt Finance transactions.

• Vice President, Debt Finance

  • Dec 2020 - Jul 2022

  Debt structuring lead on event-led transactions with debt quantum of >£25m and specialising in the TMT and Retail sectors.

• AVP, Debt Finance

  • Apr 2018 - Dec 2020

  AVP, Large Corporate Debt Finance April 2019 - December 2020 Supporting leveraged debt transactions with quantums >£25m (sponsor backed and corporate) Structurer, Mid Corporate Debt Finance April 2018 - April 2019 Lead the Origination and Debt Structuring negotiations for businesses in event driven scenarios; such as, MBO's/LBO's, Acquisitions, or Growth Financing. Specialised focus on firms generating c£1-6m EBITDA per annum. Sector agnostic and covering… Show more AVP, Large Corporate Debt Finance April 2019 - December 2020 Supporting leveraged debt transactions with quantums >£25m (sponsor backed and corporate) Structurer, Mid Corporate Debt Finance April 2018 - April 2019 Lead the Origination and Debt Structuring negotiations for businesses in event driven scenarios; such as, MBO's/LBO's, Acquisitions, or Growth Financing. Specialised focus on firms generating c£1-6m EBITDA per annum. Sector agnostic and covering the Eastern region (Cambridge, through to Norfolk, and down the coast to include London and Kent).



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Credit Associate, Acquisition Finance

  • Sep 2016 - Apr 2018

  Supporting Credit analysis for sponsor backed leverage finance transactions, working across variant sectors and company sizes (Mid Markets <£750m turnover focus). Key responsibilities: - Provide Credit support on new transactions from the beginning of the process, enabling deal completion within short timescales - Complete thorough reviews of client year end results and budget, working with the Portfolio team to assess and present concise reporting to sanction - Manage the… Show more Supporting Credit analysis for sponsor backed leverage finance transactions, working across variant sectors and company sizes (Mid Markets <£750m turnover focus). Key responsibilities: - Provide Credit support on new transactions from the beginning of the process, enabling deal completion within short timescales - Complete thorough reviews of client year end results and budget, working with the Portfolio team to assess and present concise reporting to sanction - Manage the workflow allocation of Annual Reviews for the LBG Leveraged Finance Portfolio, ensuring resource is optimised across the Credit function - Owner of all Credit systems and processes - Manage two Graduates, workflow and development

• Manager, Group Conduct Strategy

  • Mar 2016 - Sep 2016

  2nd rotation of the LBG Risk Graduate scheme. Providing support in creating and setting the Group's strategy for the treatment of customers in vulnerable circumstances. Key achievements include: - independently responsible for the coordination and delivery at the Group level of mandatory training for all colleagues on vulnerability (confirmed for distribution to over 80,000 employees in Q1 2017) - managed the completion of 3 regulatory returns, ensuring contribution from all… Show more 2nd rotation of the LBG Risk Graduate scheme. Providing support in creating and setting the Group's strategy for the treatment of customers in vulnerable circumstances. Key achievements include: - independently responsible for the coordination and delivery at the Group level of mandatory training for all colleagues on vulnerability (confirmed for distribution to over 80,000 employees in Q1 2017) - managed the completion of 3 regulatory returns, ensuring contribution from all divisions to enable a full and accurate response - initiated an investigation into customer treatment by web chat agents, working closely with the expanding Digital division and Retail division to ensure conduct risk adherence. As part of this investigation, was supported by the summer intern and was responsible for directing and delegating to him - Secretary for the monthly Executive level Customer Vulnerability Working Group, chaired by the Group Retail Director. Designed and embedded a reporting log, to monitor and oversight completion of all actions given to the representatives from across all divisions in attendance at the working group

• Assistant Manager, Risk Regulation & Analysis

  • Sep 2015 - Mar 2016

  My first role as part of the LBG Risk Graduate scheme, providing graduate support to the Risk Regulation & Analysis team in Commercial Banking Risk. I supported two senior managers, within both the Oversight and Advisory functions of the team. Key deliverables: - Introduced and embedded a new reporting system for the Advisory function, streamlining the process and team meetings as a result - Managed the Risk Interpretation Notification process for the Advisory function, which… Show more My first role as part of the LBG Risk Graduate scheme, providing graduate support to the Risk Regulation & Analysis team in Commercial Banking Risk. I supported two senior managers, within both the Oversight and Advisory functions of the team. Key deliverables: - Introduced and embedded a new reporting system for the Advisory function, streamlining the process and team meetings as a result - Managed the Risk Interpretation Notification process for the Advisory function, which allowed front line colleagues to formally document any queries regarding capital within Commercial Banking - Supported the Oversight SM in reviewing and subsequently identifying any issues with the quarterly data sets to be sent to the PRA - Organised, as part of a team of graduates, the wider team Away Day for over 100 colleagues. Positive feedback was received both as a whole and on my individual contributions - Jointly with other graduates, built a SharePoint site for the 2015 cohort of Risk graduates and independently created a Flat Advert Database for all of LBG's 400 graduates to use when relocating for their next graduate placement


University of Surrey
• United Kingdom
• Higher Education
• 700 & Above Employee
• Student Life Mentor

  • Dec 2014 - May 2015
• Industrial Placement Analyst

  • Jul 2013 - Jul 2014

  One year fixed term role, based in the closed Irish book, contributing to the Bank's wider asset reduction strategy. July 2013 - Jan 2014: Products, Communications and Customer Relations - Assisted in a review of the complaint handling process, in order to ensure efficiency and to mitigate conduct risk - Independently updated the department's Sharepoint page, increasing stakeholder usage of the site - Acted as scribe for the monthly Product Conduct Forum, of which senior… Show more One year fixed term role, based in the closed Irish book, contributing to the Bank's wider asset reduction strategy. July 2013 - Jan 2014: Products, Communications and Customer Relations - Assisted in a review of the complaint handling process, in order to ensure efficiency and to mitigate conduct risk - Independently updated the department's Sharepoint page, increasing stakeholder usage of the site - Acted as scribe for the monthly Product Conduct Forum, of which senior stakeholders were in attendance Jan 2014 - July 2014: Small Change Management - Independently implemented 42 service order requests, from commencement to delivery, on behalf of various teams within the department - Monitored and maintained the Small Change log, ensuring that all service order requests and IT change requests were implemented according to schedule - Prepared the team figures for the fortnightly department investment meeting, attended by senior stakeholders Show less One year fixed term role, based in the closed Irish book, contributing to the Bank's wider asset reduction strategy. July 2013 - Jan 2014: Products, Communications and Customer Relations - Assisted in a review of the complaint handling process, in order to ensure efficiency and to mitigate conduct risk - Independently updated the department's Sharepoint page, increasing stakeholder usage of the site - Acted as scribe for the monthly Product Conduct Forum, of which senior… Show more One year fixed term role, based in the closed Irish book, contributing to the Bank's wider asset reduction strategy. July 2013 - Jan 2014: Products, Communications and Customer Relations - Assisted in a review of the complaint handling process, in order to ensure efficiency and to mitigate conduct risk - Independently updated the department's Sharepoint page, increasing stakeholder usage of the site - Acted as scribe for the monthly Product Conduct Forum, of which senior stakeholders were in attendance Jan 2014 - July 2014: Small Change Management - Independently implemented 42 service order requests, from commencement to delivery, on behalf of various teams within the department - Monitored and maintained the Small Change log, ensuring that all service order requests and IT change requests were implemented according to schedule - Prepared the team figures for the fortnightly department investment meeting, attended by senior stakeholders Show less

• President, University of Surrey Business School Society

  • Sep 2012 - Jul 2013

  - Played a key role in the initiation and advertising of the Business School mentoring scheme, to commence in the academic year 2013/2014. - Lead my committee in organising the first Business School Summer Ball. - Developed networking bonds between the society and several companies, including HSBC and Microsoft. - Played a key role in the initiation and advertising of the Business School mentoring scheme, to commence in the academic year 2013/2014. - Lead my committee in organising the first Business School Summer Ball. - Developed networking bonds between the society and several companies, including HSBC and Microsoft.



Microsoft

• United States
• Software Development
• 200 - 300 Employee

• Student Ambassador, Microsoft Graduate Team

  • Aug 2012 - Jul 2013

  Generated awareness of Microsoft's Graduate Scheme around campus, through advertising of recruitment events and presentations at different course lectures. Generated awareness of Microsoft's Graduate Scheme around campus, through advertising of recruitment events and presentations at different course lectures.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Regulated Sales Complaints Officer

  • Jun 2011 - Sep 2012

  Played a key role within the team in achieving the regional office’s target legal deadline set by the FSA, to deal with Payment Protection Insurance complaints and so avoided adverse publicity and significant fines. Played a key role within the team in achieving the regional office’s target legal deadline set by the FSA, to deal with Payment Protection Insurance complaints and so avoided adverse publicity and significant fines.


NatWest
• Banking
• 700 & Above Employee
• Customer Relations Officer

  • Dec 2010 - Mar 2011