1,098 Capital Markets Analyst jobs in the United States

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Advise, manage and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases. Team is aligned in a pod structure by sector vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to $00 million annually.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Works closely with senior CIB professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial analysis, investor analysis, statistical analysis, research, and presentation development.
3. Provides leadership, mentorship and supervision to junior analysts.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Licenses: Series 7, 79, 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program
**Preferred Qualifications:**
1. 1 year of related work experience since graduation from an undergraduate program
The base salary for this position is 105,000.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

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

**Job Description**
We are seeking an Investment Banking Analyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
**Job Summary**
As an Analyst in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
**Job Responsibilities**
+ Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
+ Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
+ Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
+ Prepare thought pieces related to the equity capital markets and technology sector.
+ Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
+ Draft presentation materials and internal committee memorandums in advance of launching transactions.
**Required qualifications, capabilities, and skills**
+ Bachelor's degree in Accounting, Economics, Finance or related field.
+ Strong accounting, finance, quantitative and business writing skills.
+ Knowledge of capital markets and the ECM execution function.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Ability to work well in a fast paced, team environment.
+ Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
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 $110,000.00 - $110,000.00 / year

Job Description

We are seeking an Investment Banking Analyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.

Job Summary

As an Analyst in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.

Job Responsibilities

• Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
• Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
• Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
• Prepare thought pieces related to the equity capital markets and technology sector.
• Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
• Draft presentation materials and internal committee memorandums in advance of launching transactions.

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Economics, Finance or related field.
• Strong accounting, finance, quantitative and business writing skills.
• Knowledge of capital markets and the ECM execution function.
• Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Ability to work well in a fast paced, team environment.
• Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.

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 $110,000.00 - $110,000.00 / year

Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
+ Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
+ Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
+ Prior work experience in an investment banking front office, or related, role.
+ Strong accounting, finance, quantitative, mathematics and business writing skills.
+ A well-rounded academic background from a top tier educational institution.
+ An understanding of the transaction cycle and steps in a capital markets offering
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Ability to multi-task across competing deadlines and industry groups within the firm.
+ Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
+ Self-directed, highly motivated, and able to work independently.
Preferred qualifications, skills, and capabilities
+ Prior work experience in an Equity-linked Capital Markets role
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 $110,000.00 - $135,000.00 / year

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Advise, manage and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases. Team is aligned in a pod structure by sector vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to $00 million annually.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Works closely with senior CIB professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial analysis, investor analysis, statistical analysis, research, and presentation development.
3. Provides leadership, mentorship and supervision to interns.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Proven analytical ability and attention to detail
3. Solid leadership and interpersonal skills
4. Proven ability to work well in a fast-paced, team-oriented environment
5. Strong written and oral communication skills
6. Some related work experience since graduation from an undergraduate program
**Preferred Qualifications:**
1. Graduation from an undergraduate program
The base salary for this position is 100,000 (Analyst I) or 105, 000 (Analyst II)
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Description

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

Job Summary

As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.

Job Responsibilities

• Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
• Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
• Working with J.P. Morgan product and sector teams
• Building and using complex financial models, completing valuation and analytical exercises
• Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office, or related, role.
• Strong accounting, finance, quantitative, mathematics and business writing skills.
• A well-rounded academic background from a top tier educational institution.
• An understanding of the transaction cycle and steps in a capital markets offering
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Ability to multi-task across competing deadlines and industry groups within the firm.
• Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
• Self-directed, highly motivated, and able to work independently.

Preferred qualifications, skills, and capabilities

• Prior work experience in an Equity-linked Capital Markets role

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 $110,000.00 - $135,000.00 / year

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

Job Title: Capital Markets Business Analyst

Location: Charlotte, NC ** On-Site (3 days in-2 days remote)

Duration: 6 + Months (Possible Extension)
Role Type: W2 Contract Engagement

Job Overview:

We are looking for an experienced and proactive Business Analyst to support strategic projects within our Middle Office , Derivatives Operations , and Collateral Management spaces. This role requires someone who can transform complex ideas into clear visual representations, facilitate and lead discussions with both technical and business teams, and ensure that all project requirements are carefully analyzed and executed. You will play a critical role in delivering technology solutions in a fast-paced, iterative environment, working closely with stakeholders across various teams to drive successful change execution.

Key Responsibilities:

• Requirements Gathering & Solution Framing :
• Lead discussions across multiple teams (e.g., front-to-back offices, technology, operations) to understand full project requirements and desired solutions.
• Translate complex, technical requirements into clear, visual decks and documentation to ensure alignment across all stakeholders.
• Use strategic thinking to guide conversations, ask the right questions, and drive clarity in defining solutions.
• Ensure all logical paths are explored, identifying any potential disconnects early in the process to avoid issues in execution.
• Agile & Iterative Delivery :
• Foster an agile mindset within the team by supporting iterative and frequent delivery cycles, helping to align teams on goals and progress.
• Continuously look for opportunities to make processes more efficient and ensure ongoing improvement.
• Coordinate with users to create comprehensive test strategies, ensuring that test cases cover all scenarios, including negative test cases.
• Actively contribute to discussions around test case execution, identifying gaps and potential risks in testing methodology.
• Testing Coordination & Status Reporting :
• Ensure that testing is coordinated effectively, thoughtfully, and strategically. Ensure that test cases reflect all required scenarios and thoroughly vet solutions before release.
• When issues arise post-release, lead the investigation by asking, "Was this seen in testing?" and help improve the testing process for future releases.
• Act as a conduit for clear, timely status reporting, delivering relevant updates in a format tailored to the audience-especially executives and senior leadership.
• Provide clear and concise level statements to keep stakeholders informed of progress, issues, and solutions.
• Middle Office & Collateral Management Focus :
• Support projects related to middle office operations , collateral management , and derivatives operations , including optimization initiatives, new memberships at clearing houses, corrective actions, and other projects tied to business lines.
• Work collaboratively with various teams to deliver initiatives focused on middle office clearing and collateral management, while navigating the complexity of the capital markets environment.
• Collaboration & Communication :
• Actively engage with internal stakeholders across the organization, including business users, technology teams, operations, and SMEs, to gather feedback and ensure solutions align with business needs.
• Facilitate discussions and drive decision-making by framing problems, offering insights, and challenging assumptions.
• Communicate effectively with executive leadership, ensuring that complex topics are boiled down to digestible information and updates.

Key Skills & Qualifications:

• Experience :
• 5+ years of experience in capital markets , middle office operations , or collateral management , with a focus on technology change execution.
• Familiarity with the full trade lifecycle and a solid understanding of what happens to a trade post-execution.
• Strong background in requirements gathering and business analysis , ideally with some experience leading project delivery in a technology-focused environment.
• Prior experience supporting collateral management , derivatives operations , or related functions is a plus.
• Technical & Analytical Skills :
• Experience with tools like Jira and Confluence for project management and collaboration.
• Proficiency with Microsoft Excel for data analysis and reporting; ability to create and maintain complex spreadsheets.
• Strong presentation skills, including the ability to create clear, visually engaging decks for stakeholders at all levels of the organization.
• While hands-on SQL is not required, familiarity with it is a plus and will help in understanding the logical structure of business processes.
• Testing & Methodology :
• Ability to develop comprehensive test strategies , and ensure testing is thorough, well-documented, and covers all possible scenarios (including negative cases).
• Active involvement in testing discussions, guiding teams to consider edge cases and ensure full coverage of business requirements.
• Soft Skills :
• Strong leadership abilities-be the voice of reason in discussions, framing problems and solutions clearly.
• Excellent communication skills, especially with executive leadership, ensuring that all information is appropriately framed for different audiences.
• A methodical and inquisitive approach to problem-solving, with the ability to lead conversations and ensure thorough exploration of all solutions.
• Agile mindset with a focus on continuous improvement and iteration.
• Desired Personal Attributes :
• Highly motivated and engaged ; not just "clocking in" but actively driving the success of the project and the team.
• Able to navigate complex stakeholder dynamics and act as a facilitator between technology and business teams.
• Comfortable with ambiguity and quick to take action in a fast-moving, change-driven environment.

Preferred Background:

• Experience working in a capital markets or financial services environment (even in a non-leadership role like SME or user) and a strong desire to transition into a business analyst /project delivery role.
• Familiarity with clearing house membership , treasury clearing , and collateral management processes would be beneficial.

The four pillars of our company are to:

• Set the bar high for what a company should do
• Create jobs
• Offer people an opportunity to succeed and change their station in life
• Improve the communities where we live and work through volunteering and charitable giving

Job Description

Insight Global is looking for a Capital Markets Business Analyst for one of our top financial services clients. This individual will be joining a Technical team within the Risk and Finance Technology space focused on building hedging and trading applications. In the role, this individual will be responsible for creating business requirement documents, functional requirement documents, analyzing financial risk factors and implementing derivatives, resource allocation charts and other project documents. Additionally, this role will be traded product heavy with the ideal candidate having a strong understanding of all related products. The candidate needs to be a hungry, go-getter individual who is willing and wanting to learn on a growing team. Candidate must have very strong communication skills.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

6-10+ years of experience as a Capital Markets Business Analyst

Strong Capital Markets product knowledge (Interest Rate Derivatives, Bonds, Fixed Income, Swaps, Repos, Options, Cash flows, Risk Calculations, etc.)

Experience working with technology teams

Experience with project delivery tasks and responsibilities

Must be a go-getter / hungry attitude Must have excellent written and verbal, communication, as well as professionalism CFA Level 1, CFA Level 2 , or CFA Level 3 Certifications / Candidates

Previous BOA experience

Python scripting experience (HIGHLY PREFERRED)