Associate Director, Education Sector

About the role

The Associate Director will drive financial analysis, structuring and day‑to‑day management of a portfolio of education‑sector clients. Reporting to the Director, the role combines credit underwriting, KYC oversight and cross‑selling of banking products.

Key responsibilities

• Lead detailed financial analysis of K‑12, higher‑education and nursery clients to uncover opportunities and mitigate risks.
• Prepare end‑to‑end transaction documentation, including credit applications, term sheets and mandate letters.
• Coordinate with risk, legal, compliance and KYC teams to ensure timely reviews and regulatory compliance.
• Identify and secure New‑to‑Bank business and drive cross‑selling of Global Transaction Banking and Treasury/FX solutions.
• Maintain proactive client account plans and oversee transaction administration, onboarding and audit documentation.

Required profile

• Bachelor’s degree in Finance, Economics, Business Management or related field.
• 5–7 years of experience in Corporate Banking Coverage, Structured Finance or Investment Banking, with proven exposure to education‑sector corporate clients.
• Strong knowledge of wholesale banking credit structures, market solutions and corporate strategies.
• Excellent communication and internal diplomacy skills for influencing committees.

Required skills

• Financial modeling
• Treasury/FX hedging concepts
• Credit underwriting and technical writing