This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.

SKILLS REQUIRED

• Candidates should be entrepreneurial and be able to take on responsibilities with limited guidance
• Strong accounting and financial modeling skills
• Strong communication skills; excellent writing and presentation skills
• Solid understanding of the macro-economic and financial influences affecting the Funds sector
• High proficiency in MS Office suite – Excel and PowerPoint in particular.
• FINRA SIE, Series 7 and Series 63 licenses (which may be obtained post-hire)
  The expected base annual salary range for this position is $100,000 - $110,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.
  It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran – review “EEO Is The Law”, “EEO is the law- Supplement” & “Pay Transparency Provision” posters here

PURPOSE OF ROLE:

Part of the US Private Financing team working on the execution of a variety of funds’ lending products across the NatWest Group Franchise
The position will be based in Stamford, CT

WHAT DOES THIS ROLE HOLDER DO?

• Work with global Private Financing product partners to support origination and execution of transactions including preparing client presentations for pitches and papers for internal approvals
• Private Finance encompasses a wide range of lending and investment products with varying underlying asset classes including Private Credit
• Research companies and comparable transactions in preparation for providing structuring advice and summary terms for potential transactions
• Model scenarios incorporating business knowledge with the goal of providing advice to clients
• Assist with execution process including client onboarding, internal approvals and documentation
• Maintain the US Private Financing pipeline
• Build and maintain relationships with clients and internal stakeholders
• Support and maintain a robust risk control environment
• Undertake periodic business related projects to assist in the analysis and development of the business