Capital Markets Analyst
The Capital Markets Analyst supports debt financing execution, capital partner relationships, financial reporting, and portfolio analysis. The role requires a quantitative bachelor's degree, 1–2 years of relevant experience, advanced Excel and financial modeling skills, and SQL expertise.
About the job
Responsibilities
- Assist in establishing and growing relationships with potential and existing capital partners, managing key deliverables throughout the fundraising process.
- Help structure, negotiate, and execute debt financing deals, including warehouse facilities and asset-backed securitizations (ABS), from initial deliverable preparation through deal closing.
- Build and refine analytical tools to evaluate current financing strategies, optimize debt execution, and model potential future financing stages.
- Partner with Finance, Credit, Sales, Risk, and Data Engineering teams to align cross-functional initiatives and support data-backed portfolio decision-making.
- Ensure timely and accurate delivery of financial reports, troubleshoot data aggregation issues, conduct daily portfolio analyses, and fulfill ad hoc requests.
Requirements
- Bachelor's degree in Finance, Economics, Statistics, Engineering, or a related quantitative field; an advanced degree is a plus.
- 1–2 years of relevant experience in capital markets, treasury, investment banking, financial services, consulting, or operations.
- Advanced Excel proficiency, strong financial modeling capabilities, and hands-on experience using SQL to query and analyze disparate data sets.
- Excellent written and verbal communication skills, critical thinking, analytical problem-solving ability, and strong attention to detail.
- Ability to work independently, collaborate effectively across teams, multitask, and deliver high-quality work under tight deadlines.
Nice-to-Haves
- Python proficiency.
- Direct exposure to structured finance, securitization (ABS), or warehouse facility management.
Compensation and Benefits
- Base salary: $90,000–$110,000.
- Stock option package.
- Medical, dental, and vision plans.
- Generous parental leave.
- Flexible time off policy.
- 401(k) with company match.
- Educational assistance and tuition reimbursement up to $3,000 per year.
- Life insurance, including basic, voluntary, and AD&D coverage.
- Short-term and long-term disability coverage.
- Ancillary benefits, including accident and hospital insurance.
- Wellhub wellness benefit.
- Recreational safety benefit.
Skills
Excel, Financial Modeling, SQL, Python, Structured Finance, Asset-Backed Securitization, Warehouse Facilities, Portfolio Analysis, Debt Financing, Data Analysis
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