Financing & Risk Solutions Associate

About the Role

• As a Financing & Risk Solutions Associate, you will support ongoing portfolio lifecycle management activities across the Funds Financing portfolio, including Subscription Lines, Hybrids, and GP Financing in Europe and the US.
• You will work closely with client-facing teams, Trading, and other NatWest Markets functions.
• Responsibilities include supporting the ongoing monitoring of transactions and helping to further develop the front-to-back monitoring and data architecture for the portfolio.
• Contribute to the development and automation of monitoring, reporting, and analytical processes, using data and technology to improve efficiency, consistency, and scalability.

Key Responsibilities

• Support the effective management of transactions to ensure alignment with the bank’s policies covering conduct, operational, credit, and regulatory risks.
• Prepare analysis, pitching materials, term sheets, and post-transaction reviews to support origination activities.
• Assist with client deep dives, navigating sales coverage teams, and gathering feedback from internal client touchpoints.
• Prepare pitch-books including investor presentations, analyze market dynamics, identify market trends, generate trade ideas, and create other marketing materials.
• Prepare corporate finance advisory materials and models covering the US technology space.
• Track US and European markets and prepare market update slides on investment grade, high yield, and leveraged loan markets.
• Write weekly market commentary for circulation to clients.
• Update and maintain internal databases such as transaction issuance, investor order books, pricing analysis, and deal reviews.
• Analyze key financials and prepare peer comparison tables, including spreads and yield analysis.
• Generate trade ideas and identify arbitrage opportunities.

Requirements & Tech Stack

• Working knowledge of financial databases: Bloomberg, Intex, Reuters, Factset, and Dealogic.
• Excellent understanding of financial statements, including profit and loss, balance sheet, and cash flow.
• Experience using Power BI and Python to analyze large datasets and support reporting and process automation.

Qualifications

• MBA in Finance OR a CA, CFA, FRM qualification.
• Experience across a range of banking book products.
• Strong data and technology skills.
• Experience of working in a daily cash management, fixed income, investment banking, or credit research analytics function supporting a debt business.
• Knowledge of investment banking and credit-related products.
• Strong knowledge of ratio analysis, key drivers for various sectors, pitch books, and basic financial modeling.
• Strong communication and interpersonal skills with the ability to build relationships with key stakeholders.
• Excellent analytical and numerical skills.
• Strong problem-solving and logical thinking skills.