Corporate Desk – Client Coverage Credit Markets (Iberia) – Associate/Director

About BTG Pactual

BTG Pactual Europe S.A. is part of BTG Pactual Group, the largest investment bank in Latin America, delivering specialized services in Wealth Management, Asset Management, Investment Banking, Corporate Lending and Sales \& Trading. Since its creation in 1983, BTG Pactual Group has adopted a meritocratic partnership culture, with a focus on its customers, excellence and a long\-term vision. BTG Pactual currently employs over 12,000 people in offices across Brazil, United States, Luxembourg, UK, Portugal, Spain, Mexico, Colombia, Chile, Peru and Argentina. Our group combines a solid balance sheet, state\-of\-the\-art technology and is ready to offer a global advisory service to protect and grow your wealth. BTG Pactual Europe is a Luxembourg\-based credit institution, regulated by the Commission de Surveillance du Secteur Financier (CSSF). The Madrid office operates as a branch of BTG Pactual Europe. The bank places particular emphasis on serving European clients who maintain financial or economic connections with South America. For more information visit www.btgpactual.com.

The role

We are looking for a dynamic Corporate Desk – Client Coverage Credit Associate Director to join an international team of professionals in our Madrid office on a full\-time permanent basis. You will be working alongside our global offices and in frequent communication with international teams. The successful candidate will have great motivation for learning, be curious with a great capability to adapt in fast\-paced and multicultural environment and a hands\-on approach.

The Corporate Desk – Client Coverage Credit Associate Director is responsible for originating, structuring, and managing corporate lending opportunities while maintaining strong relationships with corporate clients. This role combines business development, credit analysis, and portfolio monitoring to identify client needs, negotiate tailored financial solutions, and support the execution of transactions in coordination with internal teams. The Associate Director also plays a key role in expanding client coverage, driving cross\-selling opportunities, and ensuring proactive monitoring of portfolio performance and risk.

Roles and Responsibilities

Business Development \& Client Coverage:

• Involvement in the process of prospecting companies and originating Corporate Lending business opportunities, performing initial credit analysis, negotiating deal terms and assisting during structuring and closing.


• Development of commercial skills (impact and influence) for approaching corporate clients (C\-level/Treasury), to develop strong long\-term client relationships for the bank.


• Organize regular visits and pitches to attract potential new clients and increase brand awareness.


• Originate business opportunities for other areas/products of the bank, providing a “one\-stop shop” service for the client, with the objective of improving client coverage and increasing revenues and cross sell for the bank.

• Develop critical thinking for the initial evaluation of business opportunities, enhancing knowledge about economic sectors, understanding financial statements and cash flow projections, to efficiently prospect business opportunities and ensure accuracy while introducing them internally.


• Involvement in the process of prospecting companies and originating Corporate Lending business opportunities, performing initial credit analysis, negotiating deal terms and assisting during structuring and closing.

• Monitor the active credit portfolio, identifying client’s potential new needs and deciding on the most suitable way to serve different demands.


• Monitor exposure balances and results generated by corporate clients across the different products and track performance towards established goals.


• Ensure the active monitoring and reporting of any corporate risks on the portfolio (identify any risk deterioration and report any relevant news/information).

• Monitor commercial negotiations, participating in credit calls and meetings with clients, negotiating drafts and preparing commercial proposals.


• Assist on the day\-to\-day demands from active credit portfolio clients: disbursement of funds, guarantee control, resolution of registration issues, waivers, etc.


• Involvement in the process of prospecting companies and originating Corporate Lending business opportunities, performing initial credit analysis, negotiating deal terms and assisting during structuring and closing.

• Interact actively with the different teams involved on a new business opportunity (Product, Risk, Legal, Compliance and Operations) to maximize efficiency during analysis, approval and execution process (structuring, credit analysis, preparation of credit committees’ memos, discussion of legal documentation, onboarding and transaction execution).

• Track commercial activity of the Corporate Lending platform: disbursed operations, pipeline and prospects.


• Monitor exposure balances and results generated by corporate clients across the different products and track performance towards established goals.


• Ensure the active monitoring and reporting of any corporate risks on the portfolio (identify any risk deterioration and report any relevant news/information).

• Fluent in Spanish and English (Portuguese a plus).


• Communication style that will enhance credibility and create trust with internal stakeholders.


• Ability to thrive in an internal culture that points to innovation, customer service, internal partnership, and entrepreneurship.


• Team player capable of working effectively with various business partners and senior stakeholders. International mindset.


• Operate with high level of integrity and risk awareness.


• High analytical capacity and critical thinking combined with great commercial and pitching skills.


• Ability to assess and initiate things independently, self\-learn and develop strong internal relationships to ensure efficient teamwork.


• Capacity to concentrate, organize tasks, analyze information, and make decisions in a fast\-paced working environment.

• Completed higher education (preferably in Economics, Business Administration or Engineering).


• At least 6 years of working experience within credit markets in Corporate Banking, Private Debt or Private Equity.


• Knowledge of Iberian mid/large corporate market (having existing relationships a plus) across all sectors.


• Proficiency in MS Office (PowerPoint and Excel, mainly) and advanced knowledge of accounting.

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