3,362 Capital Markets Analyst jobs in the United States

Capital Markets Analyst

92713 Irvine, California Walker & Dunlop

Posted 3 days ago

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Job Description

Department

Capital Markets

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities where people live, work, shop, and play to life. We are committed to creating meaningful social, environmental, and economic change in our communities.

Department Overview

As trusted advisors to our clients, Walker & Dunlop Capital Markets experts go beyond the economics of a deal we align with our clients to achieve their goals and objectives. Whether we are placing debt or equity, we match our clients to financing sources uniquely suited to each transaction.

In 2022, Walker & Dunlop Capital Markets sourced over 1,000 loans totaling more than $25 billion in volume. This vast experience has made us a top advisor on all asset classes for many of the industrys top developers, owners, and operators and a trusted resource for our capital providers.

The Impact You Will Have

The Capital Markets Team is seeking to hire a collaborative and driven Analyst responsible for financial analysis and market research related to the financing of properties in primary and secondary markets across the country. The Analyst will primarily assist in sizing and underwriting commercial real estate assets, gathering and organizing due diligence, and interfacing with both internal producers and external clients to successfully procure financing for acquisition, development, and refinance transactions. This role will support multiple production teams in a floating capacity.

Primary Responsibilities

  • Reviewing/preparing cash flow models using Excel and calculating investment returns
  • Performing market research and financial due diligence
  • Writing, preparing, and assembling Investment Memoranda
  • Maintaining transaction records and contact database
  • Assisting in the identification and pursuit of business leads
  • Perform other duties as assigned
  • Attendance is generally 8:00 am 5:30 pm local time Monday through Friday

Education And Experience

  • Bachelors degree (prefer finance and/or real estate concentration)
  • 1 plus years of experience in Finance, Real Estate, or related field preferred

Knowledge, Skills And Abilities

  • Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus
  • Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed
  • Proven written and oral communication skills
  • Excellent attention to detail and organizational skills
  • Ability to accurately and productively handle multiple tasks during time sensitive situations
  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

This position has an estimated base salary of $0,000 - 65,000 plus discretionary production incentives An employment offer is based on the applicants relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

What We Offer

  • The opportunity to join one of Fortune Magazines Great Places to Work winners from 2015-2023
  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include:
  • Up to 83% subsidized medical payroll deductions
  • Competitive dental and vision benefits
  • 401(k) + match
  • Pre-tax transit and commuting benefits
  • A robust health and wellness program earn cash rewards and gain access to resources that

promote health, engagement, and balance

  • Paid maternity and parental leave, as well as other family paid leave programs
  • Company-paid life, short and long-term disability insurance
  • Health Savings Account and Healthcare and Dependent Care Flexible Spending
  • Career development opportunities
  • Empowerment and encouragement to give back volunteer hours and donation matching
  • Eligibility may vary based on average number of hours worked

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

SPAM

Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at , if you have any concerns about information requested during or after the application process.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

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Capital Markets Analyst

Charlotte, North Carolina Palmetto Clean Technology

Posted today

Job Viewed

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Job Description

Job Description

Job Description

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Location

This position will be based remotely in the US

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role

The Capital Markets Analyst / Senior Analyst (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

Strategic & Tactical

  • Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
  • Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
  • Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
  • Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
  • Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
  • Builds and maintains strong relationships with key banks and other key external partners
  • Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

  • Bachelor's degree in Finance, Economics, or related field; master's or MBA a plus
  • 1-3+ years of experience in banking or capital markets; solar industry experience preferred
  • Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
  • Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
  • Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
  • Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
  • Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

For more about our Privacy Policy, visit: -policy

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Senior Capital Markets Analyst

50319 Des Moines, Iowa Federal Home Loan Bank of Des Moines

Posted 3 days ago

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Job Description

Join to apply for the Senior Capital Markets Analyst role at Federal Home Loan Bank of Des Moines

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HR Recruiter and Generalist at Federal Home Loan Bank of Des Moines

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

The Senior Capital Markets Analyst position performs quantitative analytics used to effectively execute the Banks portfolio management, asset liability management, mortgage loan origination, debt issuance, and liquidity management strategies. This role assesses strategic opportunities and risks identified within the Banks profitability and cash flow forecasting process, interest rate and prepayment modeling and/or mortgage pricing models, and evaluates the impact of various interest rate scenarios and market conditions. This role is a key contributor in the development, implementation, and cross-departmental coordination of value-add quantitative analytical activities that drive the Capital Markets divisions forward-looking decision-making process, pricing models, hedging strategies, and overall balance sheet and portfolio management.

Accountabilities:

Responsibilities/Duties/Function/Tasks:

  • Perform quantitative analytics used in balance sheet management, portfolio management and pricing models, including mortgage pricing and prepayment modeling, balance sheet funding and hedging, liquidity management and/or income forecasting
  • Develop analytical methods and models that measure and analyze the Banks exposure to changes in interest rates and other market and business factors under numerous scenarios
  • Understand key drivers of risks including interest rate, prepayment, liquidity, capital management, and income risks and provide forward-looking recommendations to improve financial performance
  • Analyze and recommend hedging strategies for the Banks mortgage loan portfolio, including the mortgage pipeline
  • Analyze market, housing and macro-economic trends and collaborate with internal traders and external sell-side institutions to obtain relevant market information
  • Conduct research and financial analysis using fixed income analytics tools such as Polypaths, Principia, and Quantitative Risk Management (QRM)
  • Assess model performance and develop quantitative analysis to recommend and support changes, as appropriate
  • Implement and maintain asset and liability modeling systems to ensure the utilization of the best analytics systems for the Bank
  • Research, design and implement new quantitative models and reports
  • Manage, develop, and implement efficiencies and effective controls related to departmental EUCs, models, processes related to portfolio management, asset liability management, mortgage loan origination, and debt issuance
  • Represent the Portfolio Strategy Team in Bank-wide projects while gathering key requirements, coordinating cross-department initiatives, performing appropriate testing, finding solutions, and obtaining model validation
  • Develop, enhance, and present committee reports for various senior management and Board committees, including the use of dashboard tools

Qualifications:

  • Bachelors degree in finance, economics, mathematics, statistics or other quantitative/computing fields
  • At least 2-3 years of experience related to balance sheet management, fixed income, complex financial instruments such as mortgages or derivatives, or financial modeling and reporting
  • Advanced degree (Masters) or CFA charter holder or similar certification preferred
  • Highly proficient computer skills in Access, Excel, Word, and Visual Basic
  • Experience running ALM, capital markets, balance sheet management and/or other financial software preferred, such as QRM or Polypaths
  • Experience with scripting/programming languages such as SQL, R or Python preferred
  • Strong interpersonal and communication (both written and verbal) skills that allow proactive working relationships in a team-oriented environment
  • Excellent ability to effectively prioritize work and meet deadlines
  • Excellent attention to detail with robust analytical, decision-making, and problem-solving skills

Compensation Range:

Annual Salary: $100,204.00 - $18,993.00

This salary range represents the Banks good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicants education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Banks annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

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Product Management & Capital Markets Analyst

10261 New York, New York Western & Southern Life

Posted today

Job Viewed

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Job Description

Overview

Supports product development, implementation, enhancement, maintenance and ETF capital markets for the Touchstone product roster. Supports development and enhancement of prospectuses, annual reports and other regulatory materials while interacting with various entities and functional areas. In addition, supports the ETF product line and capital markets team, engaging with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants. Supports business development and sales support activities for all products. Works under supervision of senior team members, escalating when appropriate.

Responsibilities

What you will do:

  • Contributes to all development/enhancement activities for products distributed through Touchstone Investments.
  • Provides analysis and recommendations regarding rationalization, maintenance and expansion of Touchstone product roster.
  • Supports the development of prospectuses, annual reports, semi-annual reports and other regulatory filings.
  • Contributes to memorandums proposing actions by Touchstone Funds' Board of Trustees.
  • Analyzes industry data and trends to appropriately price Touchstone's product offering while balancing sales and profitability goals.
  • Supports market research such as identification of consumer and distribution trends and industry statistical analysis. Communicates findings to senior management and other stakeholders.
  • Contributes to Touchstone's efforts to regularly engage with sub-advisors to discuss industry trends and strategic planning. Responsible for managing engagement calendar and producing materials to facilitate conversation.
  • Attends meetings and communicates regularly with various departments to support product management, enhancement and ongoing maintenance.
  • Engages with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants.
  • Develops strong relationships with Touchstone's sales team, assisting clients in achieving best execution.
  • Confirms accuracy of daily PCF files and other relevant data being disseminated to the market to support Touchstone ETFs.
  • Assists in rebalancing of ETF portfolios.
  • Facilitates communication between the Portfolio Management teams and APs related to the ETF create-redeem process.
  • Acts as a liaison with internal and external sales staff relative to product, communicating product information and providing technical sales support and operational support.
  • Collaborates with the Marketing Communications Department in the development and review of product specific sales and marketing materials, and jointly coordinates new product launches and product enhancements with the Marketing Communications Department to ensure effective and timely implementation.
  • Contributes to competitive analysis research and materials production.
  • Stays current on industry trends through industry publications, research and participation in sales activities.
  • Fosters a culture within the department that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
  • Performs other duties as assigned by management.
  • Complies with all policies and standards.
Qualifications
  • Bachelor's Degree in Finance-related field - Preferred.
  • Financial services experience or Product Management (product design, competitive analysis, strategic planning) - Required.
  • ETF experience - Preferred.
  • Demonstrated ability to effectively interact and communicate with peers and management.
  • Understanding of mutual fund analysis techniques and ability to competitively contrast investment strategies.
  • Cites examples of organizational skills and methods used to manage and prioritize workload demands.
  • Preference for knowledge of mutual fund regulation and regulatory filings.
  • Strong attention to detail.
  • Demonstrated ability to receive, organize and manage large amounts of diverse information and documentation.
  • Cites examples of independent decision-making and initiative.
  • Possesses and displays excellent verbal and written communication skills with ability to convey information in a clear, focused and concise manner.
  • FINRA Licenses FINRA Series 7, 63, and 65 Licenses within 180 Days - Required.

Work Setting/Position Demands:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
  • Occasional after-hours work needed.

Travel Requirements:

  • None.

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Product Management & Capital Markets Analyst

45208 Cincinnati, Ohio Western & Southern Life

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Job Overview

Supports product development, implementation, enhancement, maintenance and ETF capital markets for the Touchstone product roster. Supports development and enhancement of prospectuses, annual reports and other regulatory materials while interacting with various entities and functional areas. In addition, supports the ETF product line and capital markets team, engaging with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants. Supports business development and sales support activities for all products. Works under supervision of senior team members, escalating when appropriate.

Responsibilities

What you will do:

  • Contributes to all development/enhancement activities for products distributed through Touchstone Investments.
  • Provides analysis and recommendations regarding rationalization, maintenance and expansion of Touchstone product roster
  • Supports the development of prospectuses, annual reports, semi-annual reports and other regulatory filings
  • Contributes to memorandums proposing actions by Touchstone Funds' Board of Trustees
  • Analyzes industry data and trends to appropriately price Touchstone's product offering while balancing sales and profitability goals
  • Supports market research such as identification of consumer and distribution trends and industry statistical analysis. Communicates findings to senior management and other stakeholders
  • Contributes to Touchstone's efforts to regularly engage with sub-advisors to discuss industry trends and strategic planning. Responsible for managing engagement calendar and producing materials to facilitate conversation
  • Attends meetings and communicates regularly with various departments to support product management, enhancement and ongoing maintenance
  • Engages with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants
  • Develops strong relationships with Touchstone's sales team, assisting clients in achieving best execution.
  • Confirms accuracy of daily PCF files and other relevant data being disseminated to the market to support Touchstone ETFs
  • Assists in rebalancing of ETF portfolios
  • Facilitates communication between the Portfolio Management teams and APs related to the ETF create-redeem process
  • Acts as a liaison with internal and external sales staff relative to product, communicating product information and providing technical sales support and operational support
  • Collaborates with the Marketing Communications Department in the development and review of product specific sales and marketing materials, and jointly coordinates new product launches and product enhancements with the Marketing Communications Department to ensure effective and timely implementation
  • Contributes to competitive analysis research and materials production
  • Stays current on industry trends through industry publications, research and participation in sales activities
  • Fosters a culture within the department that promotes open communication, integrity, professionalism, teamwork and a sense of urgency
  • Performs other duties as assigned by management
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Qualifications
  • Bachelor's Degree Finance-related field - Preferred
  • Financial services experience or Product Management (product design, competitive analysis, strategic planning) - Required
  • ETF experience - Preferred
  • Demonstrated ability to effectively interact and communicate with peers and management -
  • Understanding of mutual fund analysis techniques and ability to competitively contrast investment strategies -
  • Cites examples of organizational skills and methods used to manage and prioritize workload demands -
  • Preference for knowledge of mutual fund regulation and regulatory filings -
  • Strong attention to detail -
  • Demonstrated ability to receive, organize and manage large amounts of diverse information and documentation -
  • Cites examples of independent decision-making and initiative -
  • Possesses and displays excellent verbal and written communication skills with ability to convey information in a clear, focused and concise manner -
  • FINRA Licenses FINRA Series 7, 63, and 65 Licenses within 180 Days - Required

Work Setting/Position Demands:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
  • Occasional after-hours work needed

Travel Requirements:

  • None
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Product Management & Capital Markets Analyst

45208 Cincinnati, Ohio Western & Southern

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Overview

Supports product development, implementation, enhancement, maintenance and ETF capital markets for the Touchstone product roster. Supports development and enhancement of prospectuses, annual reports and other regulatory materials while interacting with various entities and functional areas. In addition, supports the ETF product line and capital markets team, engaging with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants. Supports business development and sales support activities for all products. Works under supervision of senior team members, escalating when appropriate.

What you will do:

  • Contributes to all development/enhancement activities for products distributed through Touchstone Investments.
  • Provides analysis and recommendations regarding rationalization, maintenance and expansion of Touchstone product roster.
  • Supports the development of prospectuses, annual reports, semi-annual reports and other regulatory filings.
  • Contributes to memorandums proposing actions by Touchstone Funds' Board of Trustees.
  • Analyzes industry data and trends to appropriately price Touchstone's product offering while balancing sales and profitability goals.
  • Supports market research such as identification of consumer and distribution trends and industry statistical analysis. Communicates findings to senior management and other stakeholders.
  • Contributes to Touchstone's efforts to regularly engage with sub-advisors to discuss industry trends and strategic planning. Responsible for managing engagement calendar and producing materials to facilitate conversation.
  • Attends meetings and communicates regularly with various departments to support product management, enhancement and ongoing maintenance.
  • Engages with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants.
  • Develops strong relationships with Touchstone's sales team, assisting clients in achieving best execution.
  • Confirms accuracy of daily PCF files and other relevant data being disseminated to the market to support Touchstone ETFs.
  • Assists in rebalancing of ETF portfolios.
  • Facilitates communication between the Portfolio Management teams and APs related to the ETF create-redeem process.
  • Acts as a liaison with internal and external sales staff relative to product, communicating product information and providing technical sales support and operational support.
  • Collaborates with the Marketing Communications Department in the development and review of product specific sales and marketing materials, and jointly coordinates new product launches and product enhancements with the Marketing Communications Department to ensure effective and timely implementation.
  • Contributes to competitive analysis research and materials production.
  • Stays current on industry trends through industry publications, research and participation in sales activities.
  • Fosters a culture within the department that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
  • Performs other duties as assigned by management.
  • Complies with all policies and standards.

Qualifications:

  • Bachelor's Degree Finance-related field - Preferred.
  • Financial services experience or Product Management (product design, competitive analysis, strategic planning) - Required.
  • ETF experience - Preferred.
  • Demonstrated ability to effectively interact and communicate with peers and management.
  • Understanding of mutual fund analysis techniques and ability to competitively contrast investment strategies.
  • Cites examples of organizational skills and methods used to manage and prioritize workload demands.
  • Preference for knowledge of mutual fund regulation and regulatory filings.
  • Strong attention to detail.
  • Demonstrated ability to receive, organize and manage large amounts of diverse information and documentation.
  • Cites examples of independent decision-making and initiative.
  • Possesses and displays excellent verbal and written communication skills with ability to convey information in a clear, focused and concise manner.
  • FINRA Licenses FINRA Series 7, 63, and 65 Licenses within 180 Days - Required.

Work Setting/Position Demands:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
  • Occasional after-hours work needed.

Travel Requirements:

  • None.

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LATAM Debt Capital Markets - Analyst

10176 New York, New York JPMorgan Chase

Posted 8 days ago

Job Viewed

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Job Description

Be part of a dynamic team that leads the origination, structuring, and execution of International Debt Capital Markets & Liability Management transactions for Latin American Corporations, Financials, Sovereigns & Quasi-Sovereigns clients. Thrive in a fast-paced environment with daily client interaction and a top market position.
Assist the team in executing international bond transactions, preparing marketing materials, analyzing financing alternatives, and collaborating with third parties. Your work will be crucial in maintaining our top position in the Latin American fixed income securities market.
**Job Responsibilities:**
+ Assist in the execution of international bond transactions, including preparing marketing materials and proposals.
+ Gather and process market information for client presentations.
+ Analyze and compare financing alternatives in various currencies.
+ Prepare deal-related and non-deal related marketing material.
+ Analyze credit and financial conditions of corporate clients.
+ Collaborate with third parties during bond issue execution stages.
+ Help build company cash flow and liability management models.
**Required Qualifications, Capabilities, and Skills:**
+ Complete Spanish and English fluency (Verbal and Written); Portuguese speakers welcomed.
+ Strong analytical and corporate finance background.
+ Basic understanding of fixed income.
+ Thorough knowledge of macroeconomic principles and current events.
+ Microsoft Office experience with strong research and presentation skills.
+ Team player with a positive attitude.
+ Resourcefulness and ability to excel in fast-paced environments.
+ Strong attention to detail and unwavering work ethic.
**Preferred Qualifications, Capabilities, and Skills:**
+ Well-rounded individual with strong communication skills.
+ Quantitative thinkers with a passion for macroeconomics and Latin American politics.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $100,000.00 - $125,000.00 / year
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Private Capital Markets, Analyst III

10176 New York, New York Raymond James Financial, Inc.

Posted 24 days ago

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Job Description

Raymond James Private Capital Markets (PCM) is a dedicated group within the Firm's Investment Banking division that advises leading private companies, financial sponsors, and institutional investors on customized capital solutions including minority equity recapitalizations, growth equity financings, structured and direct secondary transactions, and other bespoke private placements. Operating at the intersection of traditional M&A advisory and capital markets execution, PCM combines deep capital markets expertise with strategic advisory capabilities; we pride ourselves on delivering thoughtful, hands-on execution for complex, high-stakes transactions. The team maintains close relationships with a broad network of private / growth equity, venture capital, family office, and institutional investors, with transaction activity spanning key growth sectors such as technology / technology-enabled services, diversified industrials, healthcare, and consumer.
We're looking for entrepreneurial, self-directed individuals seeking to accelerate their professional development, broaden their exposure to private capital markets and contribute to the continued growth and evolution of a high-performing, strategically important team within the Firm's Investment Banking platform. If you thrive in fast-paced environments, are energized by the opportunity to create, and want to help define how private capital is raised and deployed in the middle market, PCM offers a rare platform to do so - _with the full resources and stability of Raymond James behind you_ .
Key responsibilities may include, but are not limited to:
+ Supporting the execution of private capital raises, including minority equity, structured equity, direct secondaries, and other bespoke solutions.
+ Managing of end-to-end deal processes, including diligence, valuation, financial modeling, investor materials preparation, and transaction execution.
+ Building and maintaining detailed financial models, capitalization tables, returns scenarios, and waterfall analyses.
+ Driving investor outreach strategies, including coordinating roadshows and negotiating key transaction terms.
+ Collaborating cross-functionally with sector coverage, M&A, and capital markets teams to deliver integrated client solutions.
+ Supporting origination efforts through idea generation, market analysis, and pitch material development.
+ Mentoring and managing junior analyst team members to ensure high-quality deliverables and professional growth.
+ Monitoring market trends across private capital, alternative asset classes, and broader macroeconomic factors impact deal structuring.
+ Contributing the refinement and institutionalization of internal processes, quality control systems, and knowledge management tools.
+ Demonstrating initiative, attention to detail, and a strong sense of ownership across all workstreams.
+ Undertake other duties or projects as assigned.
Required Qualifications:
+ Bachelor's Degree required in Finance, Economics, Accounting, or a related field from a top-tier institution.
+ 1-3 years of investment banking, private equity, or a relevant financial services experience; M&A transaction experience a plus.
+ Strong understanding of financial statements and accounting.
+ Advanced proficiency in Microsoft Office Suite and working knowledge of financial databases (e.g., CapIQ, PitchBook).
+ Exceptional attention to detail, analytical rigor, and organizational skills.
+ Strong verbal and written communication skills, with the ability to interface directly with clients, investors, and senior bankers.
+ Highly motivated with a demonstrated ability to thrive in a fast-paced, team-oriented environment.
+ Authorized to work in the United States without sponsorship.
Required Licenses/Certifications:
+ Successful completion of the SIE Exam and obtainment of the Series 7 and Series 79 within 180 days of employment.
The estimated base salary range for this position at the time of posting is outlined below and excludes additional forms of compensation or benefits. This position may also quality for a discretionary annual bonus, which is determined by company, business unit, and individual performance.
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LATAM Debt Capital Markets - Analyst

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 9 days ago

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Job Description

Permanent
Be part of a dynamic team that leads the origination, structuring, and execution of International Debt Capital Markets & Liability Management transactions for Latin American Corporations, Financials, Sovereigns & Quasi-Sovereigns clients. Thrive in a fast-paced environment with daily client interaction and a top market position.

Assist the team in executing international bond transactions, preparing marketing materials, analyzing financing alternatives, and collaborating with third parties. Your work will be crucial in maintaining our top position in the Latin American fixed income securities market.

Job Responsibilities:

  • Assist in the execution of international bond transactions, including preparing marketing materials and proposals.
  • Gather and process market information for client presentations.
  • Analyze and compare financing alternatives in various currencies.
  • Prepare deal-related and non-deal related marketing material.
  • Analyze credit and financial conditions of corporate clients.
  • Collaborate with third parties during bond issue execution stages.
  • Help build company cash flow and liability management models.

Required Qualifications, Capabilities, and Skills:
  • Complete Spanish and English fluency (Verbal and Written); Portuguese speakers welcomed.
  • Strong analytical and corporate finance background.
  • Basic understanding of fixed income.
  • Thorough knowledge of macroeconomic principles and current events.
  • Microsoft Office experience with strong research and presentation skills.
  • Team player with a positive attitude.
  • Resourcefulness and ability to excel in fast-paced environments.
  • Strong attention to detail and unwavering work ethic.

Preferred Qualifications, Capabilities, and Skills:
  • Well-rounded individual with strong communication skills.
  • Quantitative thinkers with a passion for macroeconomics and Latin American politics.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $100,000.00 - $125,000.00 / year

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Debt Capital Markets Analyst - Houston, TX

77007 Houston, Texas Zions Bancorporation

Posted 23 days ago

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Job Description

Zions Bancorporation (NASDAQ: ZION) is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize, and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
Zions Capital Markets conducts the capital markets and investment banking activities of Zions Bancorporation (the "Bank") and its affiliates. Housed within Zions Capital Markets, the Debt Capital Markets group is responsible for originating, structuring, and executing syndicated credit facilities, as well as the underwriting and execution of debt securities offerings.
Zions Capital Markets is seeking a well-qualified professional to join its Debt Capital Markets group as an **Analyst** based in **Houston, TX** . The analyst will play a critical role in supporting senior members of the team through the entire transaction lifecycle across loan syndications and securities underwriting.
**Zions Debt Capital Markets is looking for candidates who have:**
+ Completed BA/BS degree in Business or Finance with an overall GPA of 3.5 or above.
+ At least one year of prior work experience in investment banking, corporate banking, capital markets, private credit, or private equity.
+ Strong interest in finance and capital markets.
+ High degree of academic and extracurricular achievement.
+ Proven analytical ability, critical thinking, and attention to detail.
+ Solid leadership and interpersonal skills.
+ Superior written and oral communication skills.
+ Ability to work well in a fast-paced, team-oriented environment.
+ Comfortability working with peers at all levels, ranging from fellow analysts through Managing Directors.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
_Zions Bancorporation's Capital Markets Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility._
**Req ID:** 067893
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at ( , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
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