Transition Finance and Advisory, Transition Technologies

Job Summary

The Transition Finance and Advisory (TFA), Transition Technologies role is responsible for originating, incubating, and shaping a portfolio of Transition Pure Play clients globally. The role will be focused on identifying next generation transition leaders, builds scalable multi product relationships, and supports clients through their early growth and expansion phases. This role will work in close partnership with Coverage and Risk teams, brings sector insight, disciplined judgement, and cross border connectivity to deliver sustainable growth across the TFA Transition Technologies portfolio.

This role focuses on origination, client engagement and content creation with a focus on driving commercial impact.

• Transition transactions across our markets and provide execution capabilities. Three areas of focus:
  1) Capital partnerships: preferred origination partner to large energy‑transition funds and sovereign platforms (through partnerships),
  2) Platform story: package Energy Transition as a repeatable consolidation as platform creation is becoming more common in this next phase of fragmented energy transition market consolidation (becoming PP),
  3) Partner to governments on capital mobilization (incl. Sponsors): decarbonization, energy, and minerals security with increased state co‑funding and de‑risking.

• Identify next Transition Pure Play (e.g. EV, biofuels in India, Wind, Photovoltaic, BESS, data centers, fibers in Europe) and develop account plans >$3m in Y3 based on a diverse source of revenues (Project Finance, Guarantees, Hedging, TB, etc).
• Onboard new names and start the relationship / incubate in the first 2‑3 years, including acting as 1 LoD Risk (work with a CB on all client lifecycle activities).

• Develop understanding of market specific SF developments (incl. emerging E&S risk themes and ‘hot spots’, SF market trends and product uptakes), and how this will impact our clients and client insights.
• Drive annual Transition Finance flagship reports working closely with CSO Sustainability Insights team (based on proprietary client surveys and annual Sustainability themes).
• Develop sector‑specific content
  1) covering ESG thematic / trends / market dynamics, peer benchmarking, product benchmarking / recent transactions / case studies,
  2) incorporating Transition tech (e.g. SAF) and Capital Structure considerations,
  3) leveraging relevant thematic from CSO Innovation Hubs (e.g. Carbon, Nature).

Act as first line accountable leader for conduct, reputational, and advisory risks within the mandate. Ensure teams operate within defined frameworks, avoid green washing risk, and maintain clear boundaries with Coverage, Products, and regulatory functions.

• Provides insights, engineering, and industry expertise on Low Carbon technologies (Sector Coverage, Products, Risk, etc) on business trends, client screening, sector portfolio and risk management, carbon management and strategic initiatives, wider bank’s governance of Transition Finance framework development.
• Engage with Risk on Pure Play strategy and portfolio management as required.

by role‑modelling ethical conduct, risk discipline, client suitability, inclusion, and enterprise first leadership.

• Direct contribution to SF & TF transactions: the team will work towards a target direct dollar contribution to SF / TF transactions.
• Client income contribution: the team will work towards a dollar client income contribution amount tagged to an agreed list of clients that have been identified as having a strong opportunity for increased share of wallet.
• High‑quality client engagements: the team will work towards a specified number of target client engagements to complete within an agreed time period. These client engagements will be focused on where there is a real opportunity to drive commercial impact.
• Marketing activities: the team will…