Analyst, Capital Markets Job Description
Analyst, capital markets
provides advisory services to the Hong Kong / APAC capital markets business Review and advise on any new business/project initiatives.
Analyst, Capital Markets Duties & Responsibilities
To write an effective analyst, capital markets job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, capital markets job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial modeling and pricing on convertibles and derivatives
Be part of a fast-paced, reactive development team servicing client’s Interest Rate and FX Derivatives needs
Support daily operations of Capital Markets Solutions (CMS) team through production of risk reports and performance analysis
Act as a critical point person responsible for liaising with other global teams to analyze and resolve issues and queries related to the Capital Markets Technology financials
Preparing presentation and marketing materials
Execution of both transaction and origination/marketing projects
Supports planning and forecasting sessions between Regional and Functional PMO Teams
Provides on-going reporting of progress against plan/milestones
Maintains approved budgets and plan amounts with CM Project Services
Validates Canadian based 3rd party contracts for accuracy and recovery
Analyst, Capital Markets Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Capital Markets
List any licenses or certifications required by the position: CFA, PMP, CPA, MBA, CTP, BA, HP, CSTE, ISTQB, VB
Education for Analyst, Capital Markets
Typically a job would require a certain level of education.
Employers hiring for the analyst, capital markets job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Economics, Real Estate, Business, Business Analytics, Education, Engineering, Mathematics, MBA
Skills for Analyst, Capital Markets
Desired skills for analyst, capital markets include:
Excel
Outlook
Word
Derivatives
Capital Markets regulatory initiatives
Bloomberg
Capital markets
Anti-Money Laundering initiatives
Financial theory and the ability to apply it
MS Office applications
Desired experience for analyst, capital markets includes:
Assist in management, maintenance, and review of appropriate CIP
Work with Management to implement process improvements (coach and training staff)
College graduate with a degree in finance, business, mathematics, engineering, or statistics
A Bachelor’s Degree in finance, computer science, economics, mathematics or related field
The employee should be educated to a minimum of a University Degree within a Financial or Economic sector, or a recognised Financial based diploma
Relevant Accountancy designations are a preference
Analyst, Capital Markets Examples
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Analyst, Capital Markets Job Description
Job Description Example
Our company is looking to fill the role of analyst, capital markets. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, capital markets
- Perform analyses on assigned projects
- Prepare analysis using the department’s financial models
- Prepare credit analysis, stress testing and scenario analysis
- Ensuring all invoices entered into the system are processed through the invoice reconciliation and approval workflow effectively, that all controls and reconciliation tolerances are adhered to
- Ensure global standards are implemented and adhered to within all regions
- Improve and enhance existing / future reporting and data availability and quality
- Resolve conflicts/issues and escalates to management as appropriate
- Identifies, monitors, compiles, reports and analyzes key cost drivers, metrics and trends to provide proactive, value added advice
- Consolidates the financial plans and forecasts, including providing analytics to support and explain cost drivers
- Coordinates and facilitates monthly financial reporting review sessions with the appropriate stakeholders
Qualifications for analyst, capital markets
- Knowledge of Black-Scholes option pricing a plus (or ability to pick up quickly)
- Strong understanding of, and at least 2 years of experience in, metrics and data analysis
- Minimum 3 years of regulatory compliance experience, institutional compliance experience a plus
- Must be able to obtain Series 7 within first year of employment
- Insight into Financial Markets and securities
- Highly effective written and oral communication skills excellent presentation skills and an ability to explain complex concepts
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Analyst, Capital Markets Job Description
Job Description Example
Our company is hiring for an analyst, capital markets. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, capital markets
- Report and analyze various risk exposures for the company based on the approved policies and guidelines (including price risk, liquidity risk, stress tests)
- Listening in on client calls with senior salespeople
- Assisting with client needs
- Sending out research and ideas internally and externally
- Creating and maintaining presentation materials
- Supporting senior salespeople and liaising between clients and traders
- Allocating trades and liaising with clients and internal groups to ensure all transactions meet the clients needs
- Understanding risk and developing an idea of risk taking strategies
- Developing an understanding of market indicators, their impact across the yield curve and on different instruments
- Presenting research and recommendations to the trading team
Qualifications for analyst, capital markets
- Demonstrates exact communication skills, both verbal and written, strong listening skills, solid presentation skills, and leads/facilitate meetings
- Exhibits strong work ethic with high degree of integrity
- Strong independent research ability and attention to detail
- Bachelor’s Degree with exceptional academic credentials
- Strong analytical, quantitative and problem-solving skills and ability to use statistical analysis and modeling, with associated tech applications
- Bachelor’s degree in Finance or Accounting required, pursuit of MBA and/or CFA designation preferred
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Analyst, Capital Markets Job Description
Job Description Example
Our company is looking to fill the role of analyst, capital markets. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, capital markets
- Support the Senior Business Analyst responsible for Murex and end users
- Ensures that all changes made to the system meet the long-term business and technical objectives of the system stakeholders
- Coordinates ongoing training for technology team and end users
- Support the development of a well-controlled framework to manage QRM modeling for interest rate risk management and financial forecasting
- Lear to design, test and implement changes in the QRM system based on the business’ modeling needs
- Facilitating QRM version upgrades, and partnering with the quantitative modeling team on new modeling developments
- Collaborate with various QRM user groups and develop a good understanding of business needs, strategy and products
- Maintain the QRM model’s efficiency and accuracy through continuous improvement and application of best practices
- Serve as a thought leader in the coupling of technology and financial frameworks/models, remain knowledgeable of new functionalities available in QRM
- Pursuing cutting edge modeling enhancements by identifying areas of opportunity in our existing framework
Qualifications for analyst, capital markets
- Bachelor’s degree in Business or Finance or Economics or Accounting or Information Systems or military experience
- 1+ year of banking experience within treasury function
- 1+ year of experience in asset/liability management and 3 years of experience in interest rate risk management
- 1+ year experience with quantitative risk management
- 1+ year experience in financial statement analysis
- Chartered Financial Analyst certification or Financial Risk Manager certification or Certified Public Accountant designation
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Analyst, Capital Markets Job Description
Job Description Example
Our company is hiring for an analyst, capital markets. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, capital markets
- Experience with Capital Markets
- Utilize Argus and Excel to prepare cash flow models, sensitivity tables, property valuations, and joint venture structuring on properties ranging from ground up developments to stabilized operating assets
- Assess / assign risk classifications to clients / counterparties expanding their business, those incoming
- Perform complex financial analyses including cash flow projections, valuation models, and sensitivity analyses
- Scrub detailed Argus models for nationwide offering memorandums
- Work closely with financial analysts of clients to coordinate closing process and all relevant financial documentation between buyers and sellers
- Create, monitor and manage all documentation and presentation materials required for raising private equity capital (Private Placement Memorandum, data room, pitch book, due diligence questionnaire, deal tracker)
- Assist with financial underwriting of prospective operators and partnerships
- Assist with financial models for fundraising opportunities
- Create high impact presentation materials using PowerPoint
Qualifications for analyst, capital markets
- Bachelor’s degree in Finance or military experience
- Chartered Financial Analyst certification
- Experience documenting business and functional requirements
- Exhibits drive to continuously improve all aspects of their work in a collaborative fashion
- Bachelor's Degree in Business or military experience
- Certified Financial Analyst or Certified Public Accountant designation
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Analyst, Capital Markets Job Description
Job Description Example
Our innovative and growing company is looking for an analyst, capital markets. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, capital markets
- You aren’t afraid to step outside of your comfort zone
- You will work with senior product team members to balance the art and the science of feature prioritization
- You drive the team and yourself to continuously inspect, adapt, and improve
- You always follow through with commitments
- Provide frequent investment updates and market commentary to both PWM Professionals and external clients
- Work directly with a talented, dedicated staff of senior professionals who will give you broad exposure to the many different considerations affecting public and private debt and equity financings
- Assist with evaluating and structuring customized financing alternatives for clients
- Be expected to interact professionally and take responsibility for managing senior clients such as private equity principals, company senior management and shareholders, and other professional advisors
- Communicating with stakeholders from all levels of the organisation (front office to back office) to gather and clarify requirements
- Creating and reviewing test documentation
Qualifications for analyst, capital markets
- Bachelor’s Degree in Math, Physics, Economics, or Programming
- Financial model development and implementation
- The ability to work within a large and diverse team
- Master’s or Doctorate in Quantitative Field of Study
- Comfortable working in a fast paced environment and the ability to multi-task as necessary
- Ability to create BRD/FRD's