Analyst – Asset Based Lending

Overview

In this role you support portfolio growth by analysing and progressing new business opportunities in Asset Based Lending. You work with regional sales directors on sales, credit underwriting and onboarding to ensure accurate evaluation and timely delivery. You engage with introducers and potential clients, manage the CRM pipeline, and prepare high‑quality credit submissions. You contribute to client‑focused service and hit sales KPIs within a collaborative team. This is a chance to shape credit decisions and client experiences in a dynamic lending environment.

Responsibilities

• Identify and engage potential clients via email/phone and coordinate meetings
• Assist in planning pitches and develop client pitches and proposals with RSDs
• Prepare credit submissions for credit committee following procedures
• Ensure efficient, accurate processing of proposals in line with client needs
• Maintain up-to-date prospect/client records in the CRM
• Support pipeline management and administration in internal systems
• Price transactions based on client requirements and assist onboarding
• Attend industry events and contribute to marketing initiatives
• Adhere to compliance regulations and collaborate with company teams
• Handle additional reasonable requests from line manager

Key requirements

• Financial analysis/modelling skills; ability to read and present financial statements
• Some experience in ABL/Invoice Finance or Financial Services preferred; alternatives in Corporate Finance, Debt Advisory or Transaction Services considered
• ACA/ACCA qualification preferred
• Motivated self-starter with ability to work under time pressure
• Strong client focus and high standards of service
• Good interpersonal, written and oral communication with influencing ability
• Intermediate MS Office skills; experience with CRM systems, ideally Salesforce
• Experience with CRM and pipeline management
• Ability to work in a high-performing team and support sales KPIs

• client-focused
• influencing and communication
• team collaboration
• Financial analysis and modelling
• CRM systems (ideally Salesforce)
• PowerPoint

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