Financing & Risk Solutions Associate

About the Role

• This is an associate-level role.
• Opportunity to develop domain expertise in supported businesses through training, self-development, and internal rotation.

Key Responsibilities

• Support senior originators in building and maintaining business with target client base.
• Support the effective management of transactions, ensuring alignment with bank policies (conduct, operational, credit, 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, analyzing market dynamics, identifying market trends, generating trade ideas, and 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 leveraging loan markets.
• Write weekly market commentary for client circulation.
• Update and maintain internal databases (transaction issuance, investor order books, pricing analysis, 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, Dealogic.
• Excellent understanding of financial statements: profit and loss, balance sheet, and cash flow.
• 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 modelling.

Qualifications

• MBA in Finance or a CA, CFA, FRM qualification.
• Advantageous:
• Experience working in US markets.
• Corporate finance or equity research experience.
• Knowledge of various debt products and markets.
• 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.