Senior Associate or Assistant Director – Leveraged Finance: Private Equity, Private Credit, Capital Markets & Structured Capital Advisory in London

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued.

Overview of the business

Rothschild & Co’s Debt Advisory and Restructuring (“DA&R”) business is made up of over 200 bankers across 14 countries, advising on more than €300 billion of capital raises and restructurings each year. Closing >300 transactions annually, the business benefits from exceptional deal flow and exposure to most high-profile and complex deals, across all sectors. We are primarily an origination business, consistently attracting new clients to the firm. However, we also operate as a fully-integrated part of R&Co’s Global Advisory practice, collaborating closely with the M&A sector and Global Markets Solutions teams to deliver seamless execution on deals across the capital structure. Our tremendous deal flow is driven by our long-standing market-leading position, at the centre of the global financing and capital markets, and expertise through dedicated specialist teams (Leveraged Finance, Investment Grade and Restructuring).

The DA&R business serves a diverse client base across industry sectors, including some of the world’s most well-recognised businesses and financial sponsors, for example:

• Private Equity sponsors: Ares, Apollo, Blackstone, Bridgepoint, Carlyle, CVC, EQT, Exponent, GSAM, Inflexion, KKR, Montagu, Providence, Searchlight, SVP, Waterland, etc.
• Corporates: Wimbledon, Thames Water, Porsche, Burberry, Iceland, Flutter, Colosseum Dental, Dishoom, MasMovil Orange, Marshall, Experian, John Lewis, etc.

The Leveraged Finance (Private Equity, Private Credit, Capital Markets & Structured Capital Advisory) team provides impartial, expert advice to our core client base of large and mid-cap private equity investors, non-investment grade corporates, families and entrepreneurs across Europe. We design and execute strategic financing solutions to help our clients reach their goals, acting as a trusted partner, taking a long-term and independent view of the challenges they face.

Role responsibilities

• Deal Execution

• Actively lead execution deal teams, managing communication across internal stakeholders (senior and junior bankers, M&A and GMS advisory teams) and external parties (clients (CEO/CFO/Board members/PE partners, etc.), lenders, lawyers, advisors), formulating client advice, and overseeing the required supporting analysis.
• Provide structuring and tactical advice, evaluating a range of private and public debt solutions, and assessing their merits and considerations in the context of transaction dynamics. Includes bank debt, broadly syndicated TLBs, high-yield bonds, unitranche, HoldCo PIK and preferred equity.
• Oversee the production of key transaction documentation.
• Support and lead the negotiation of legal documentation and commercial terms, both alongside and on behalf of clients – engaging directly with the MDs or Ds at lenders leading the transaction, and co-ordinating with legal counsel.
• Manage multiple concurrent projects, ensuring timely and high-quality delivery.
• Review lender proposals and counterproposals, structuring competitive processes to maintain tension and achieve optimal financing outcomes for clients.
• Provide ongoing client support, delivering hands-on, end-to-end transaction advice.

• Oversee and contribute to the preparation and review of credit materials, including financial models, lender presentations, and third-party diligence reports.
• Provide considered advice on the articulation of the client’s credit story, strategic financing objectives and rationale.
• Assess debt capacity and evaluate structuring options tailored to the client’s objectives.

• Present and engage in strategic discussions with clients.
• Support senior team members in relationship management, while also taking ownership of direct client interactions.
• Work directly with a broad client base, including private equity sponsors, non-investment grade corporates, family-owned businesses, and entrepreneurs.

• Conduct targeted research to support both marketing efforts and live deal execution.
• Leverage a wide range of information sources to generate insights into relevant sectors and market trends.
• Contribute to preparation and delivery of pitches.

Education and Qualifications

• A level or equivalent: ABB or above
• Degree or equivalent: 2:1 or above

Experience, Skills and Competencies Required

• Proven academic excellence
• Previous experience gained at a tier-one financial services organization engaged in investment banking.
• Prior experience in debt advisory is not essential, we’re open to applicants with leveraged finance origination, private credit, legal, or credit ratings backgrounds.
• Ability to communicate clearly as well as persuade and influence others.
• Deep understanding of corporate finance fundamentals, leveraged finance products and capital markets.
• Motivated and driven to work in a fast-paced environment and as part of a high-performing team.
• Effective relationship building skills with multiple stakeholders internally and externally.
• Aptitude for ongoing personal and professional development.