Analyst, Capital Markets Resume Samples

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AL
A Lehner
Andres
Lehner
9328 Murray Summit
Chicago
IL
+1 (555) 741 1256
9328 Murray Summit
Chicago
IL
Phone
p +1 (555) 741 1256
Experience Experience
San Francisco, CA
Capital Markets Risk Analyst
San Francisco, CA
Harvey, Windler and Weber
San Francisco, CA
Capital Markets Risk Analyst
  • Assist with researching existing guidance, market changes, regulatory developments, and industry views/practices regarding market risk management
  • Develops competence by performing structured work assignments
  • Create processes to improve quality control of risk system outputs and reporting
  • Assist in the maintenance and governance of market risk policies
  • Communicate written conclusions and analysis effectively; providing clear and concise conclusions
  • Develop and produce reporting of traded product valuation metrics, market risk measures, and credit risk exposures
  • Understand and stay current with banking regulations that relate directly to the management of assigned risks
Houston, TX
Analyst, Debt Capital Markets
Houston, TX
Hahn, Mohr and Hegmann
Houston, TX
Analyst, Debt Capital Markets
  • Working knowledge and proven interest in pursuing a career in Capital Markets
  • Willing to work extended hours in a high pressure/high reward environment
  • Provide deal execution and transaction support across multiple currencies and markets
  • Liaise and work with Investment Banking M&A teams on joint pitches and M&A
  • Expertise in developing financial models using MS Excel and VBA
  • Support the execution of live transactions, including due diligence, marketing, legal documentation, marketing and pricing
  • Track, compile and distribute new issue bond issuance information and update market/pricing database
present
New York, NY
Analyst DCM High Yield Capital Markets
New York, NY
Sipes-Graham
present
New York, NY
Analyst DCM High Yield Capital Markets
present
  • Support originators in advising internal and external clients on optimal financing structures
  • To assist in the origination, structuring and execution of HY bonds for European companies and for non-European domiciled issuers using European currencies
  • Carry out ad hoc analysis and research as requested by senior originators, including conducting relative value analysis of bonds
  • To assist in preparation of marketing and origination effort of more senior members of the teams (MDs and Directors and VPs) of non-IG DCM solutions
  • Preparing high yield capital markets related pitch material, answers to RFP
  • Preparing internal and external high yield market updates (under guidance of more senior team members)
  • To support the development of high yield bond business
Education Education
Bachelor’s Degree in Maturity
Bachelor’s Degree in Maturity
University of California, San Diego
Bachelor’s Degree in Maturity
Skills Skills
  • Strong interest in capital markets, portfolio management and trading
  • Ability to work independently
  • Strong quantitative skills
  • Ability to manage competing priorities under pressure
  • Market Research
  • Excel modeling skills
  • Investment Writing
  • Well-developed oral and written communication skills (to include direct client communications)
  • Develop and execute trading strategies. Conduct analysis and execute trades consistent with overall strategy of the desk, ensuring all policies, procedures and limits are properly observed
  • Strategize with various internal groups within Capital Markets to expand market liquidity and distribution
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15 Analyst, Capital Markets resume templates

1

Capital Markets Group Choice Select Analyst Resume Examples & Samples

  • Team player who is self-motivated w/ strong work ethic
  • Solid communication skills, verbal & written
  • Client Service aptitude
  • Equity and Options product knowledge a must
  • Knowledge of Fixed Income products a plus
  • Excel, Powerpoint, Word
2

Debt Capital Markets Project Analyst Resume Examples & Samples

  • MIS Reporting and Data Analysis: Undertake complex analysis to accomplish the project objective; code, test and execute information systems projects; standardization and efficient production of MIS reports across NA BRANDED CARDS markets – achieved by having a standardized data flow, common definitions of metrics, consistent MIS formats leveraging the Go-to-Common Rainbow platform and enabled by a central team
  • Business Knowledge: Develop an understanding of the domain/function; the individual is expected to develop domain expertise in his/her work area
  • Teamwork: Develop cross-site relationships to enhance leverage of ideas; set and manage partner expectations; coach and mentor junior analysts by sharing business, functional and technical expertise
  • Communication and Relationship: Independently manage end-to-end project/partner communication across the various levels in the organization; it is extremely critical to develop and maintain smooth relationship with partners across business units
  • Design and development - MIS and Business reporting (BAU and ad hoc), business analysis , other data requirements (Code, Test and Execute) and assist with simple analytics requirements (this is not a modeling/complex analytics role)
  • Data driven solutions and working on critical Initiatives ,Identify opportunities to drive data analytics solutions
3

Analyst, Debt Capital Markets Resume Examples & Samples

  • Assist in the preparation of client PowerPoint presentations and marketing material
  • Update league table spreadsheets and transaction databases
  • Prepare US dollar, euro and sterling bond pricing spreadsheets
  • Monitor Agency and Treasury market activity on a regular basis
  • Write a weekly economic and treasury market update
  • Draft bond and swap term sheets for both global and MTN transactions
  • Assist in the management of order books during live global transactions
  • Work with Debt Finance centers globally regarding transactions in various currencies and local markets around the world
  • Track profit and loss for group
  • Hard worker with a strong desire to learn and succeed
  • Ability to work in a high pressure environment with tight deadlines
  • Database/MS Access skills preferred
4

Analyst, Debt Capital Markets Resume Examples & Samples

  • Degree in Economics, Finance or related field
  • Internship experience in investment banking/capital markets is a plus
  • Prior DCM experience a plus
  • Understanding of the basic principles of the bank and bond market
  • Basic understanding of financial statement analysis, financial modeling and DCF analysis
  • Proficient in ALL Microsoft Office Tools
  • Facility with Bloomberg, including excel download function a plus
5

Analyst, Infrastructure Capital Markets Resume Examples & Samples

  • Maintain a current understanding of infrastructure project pipeline and debt capital markets
  • Develop expertise with rating agency methodologies and associated qualitative and quantitative credit analyses
  • Update P3 projects and debt capital market databases
  • Assisting on written presentations, RFP write-ups, and pitch material for clients
  • Work with other investment banking product and industry coverage group on transactions involving infrastructure, project finance, or investment grade debt issuances
6

Analyst Debt Capital Markets Resume Examples & Samples

  • Provide assistance with project finance work as well as working with the private placement team
  • Perform various types of analysis using financial models
  • Assist with developing and preparing marketing presentation
  • Review legal documentation
  • Assist with general client service
  • Experience in credit analysis, financial modelling or project finance is preferred
  • Ability to work well under pressure and tight deadlines, have the aptitude to synthesize large amounts of information and develop innovative solutions
  • Adaptable with the ability to manage projects independently, while working in a team environment
  • Ability to meet the challenges presented by a stressful, constantly changing work environment
  • Strong financial and computer literacy skills. High competency in Excel, Access and PowerPoint
  • Ability to multitask, excellent problem resolution and time management skills
7

Analyst, Debt Capital Markets Resume Examples & Samples

  • Undergraduate degree in a business-related discipline; DCM experience preferred but not required
  • Strong interest in and knowledge of financial markets
  • An understanding of credit analysis and accounting principles
  • Excellent writing and presentation skills with the ability to explain complex concepts
  • Proven ability to contribute to high performance teams
8

Capital Markets Risk Analyst Resume Examples & Samples

  • Fifth Third Securities
  • Four-year college degree required, advance degree preferred
  • 3-6 years experience in the financial industry
  • Expressed desire to pursue continuing education and certifications as needed
  • Ability to analyze and draw succinct conclusions to present findings. Must possess strong oral and written communication skill
  • Must have excellent people/relationship building skills and the ability to influence without having direct authority
  • Ability to be proactive in identifying potential concerns and following up to resolve issues
  • Strong presentation skills and ability to make sound judgment calls and converse on relevant topics with all levels of employees
9

Senior Analyst, Prudential, Capital & Markets Resume Examples & Samples

  • Providing timely and accurate advice on APRA's requirements and expectations
  • Reviewing new business, product and transaction proposals across Macquarie for compliance with prudential standards for authorised deposit-taking institutions
  • Liaising with APRA, including approval requests, reviews of Macquarie's operations by APRA, regular meetings and proposed new prudential rules or changes to prudential regulation and policy
  • Assisting drafting, reviewing, updating and implementing group wide policies, procedures and guidelines
  • Influencing, and participating in, group wide projects and strategic planning, including on reform of banking regulation; and
  • Educating business and support groups on APRA standards, guidance and expectations, as well as changes to the prudential framework
  • An inquisitive and analytical mind with the ability to proactively identify and analyse problems, and propose viable solutions
  • The ability to self-manage work load to deadlines whilst maintaining a high degree of accuracy and quality; handle multiple tasks and prioritise effectively
  • Tertiary qualifications in one or more of finance, economics, accounting, law or public policy
  • Strong relationship management skills and an ability to engage with a broad cross-section of individuals; and
  • Excellent and confident written and verbal communication skills
  • In addition, the following experience is desirable (although not essential) for the role
  • An understanding of Basel II, Basel III and APRA's regulatory rules; and
  • Experience with prudential regulation of financial institutions
10

Capital Markets Portfolio Analyst Resume Examples & Samples

  • Produce and improve the existing risk framework for capturing, analysis and monitoring of derivatives transactions at the portfolio level as well as relationship level
  • Review and analyze market risks, product and platform appropriateness
  • Review and recommend initial margin (IM) requirements for derivative trades, including waiver of IM, where applicable, based on risk-based assessment
  • Assist IF Transactors to review limits, exceptions and to propose corrective actions
  • Assist the CPB AP Capital Markets Risk Head with regional implementation of Capital Markets projects and the Global Capital Markets Product Program
  • Assume primary ownership for the handling and facilitation of ad-hoc regulatory requests, analysis, and periodic stress testing of the capital markets portfolio
  • Conduct pre-trade transactional checks and pre-trade support to Investment Counsellors/IF Transactors
  • Identify and execute risk mitigation opportunities to reduce risks and enhance key controls
  • Demonstrable knowledge and experience in derivatives products across asset classes such as FX, Equities and Fixed Income securities
  • Knowledge of alternative investments would be an advantage
  • Solid grounding in credit and/or market risk management
  • Awareness of macro and regulatory issues and their impact from a risk management perspective
  • Proficient at stress testing, with knowledge of associated mitigation strategies a distinct advantage
  • The ability to provide well-reasoned, balanced assessments of risk/return trade-offs associated with transactions and client relationships
  • Experienced in partnering with local and global peers in leveraging and implementing best practices
  • Proficient understanding of the impact of changes in macroeconomic indicators on portfolio and business performance
  • Adept at managing large transaction/data requests; proficient analytical skills that are applicable across different asset classes, products and customer classes
  • Familiar with the regulatory environment and the impact of changes on systems and processes
  • Ability to influence change through articulation, escalation and follow up as necessary
  • Collaborate with business and technology partners to improve the capture and control of risk across the firm
  • Identify and promote best practices
  • Understand limitations of existing risk metrics, and make decisions balancing quantitative results with judgment
11

Debt Capital Markets Institutional Loans Analyst Resume Examples & Samples

  • Strong technical, computational and analytical skills
  • Strong orientation to excellence and a focus on results
  • Willing to work extended hours in a high pressure/high reward environment
12

Capital Markets Credit Analyst Resume Examples & Samples

  • Possess a strong understanding of the financial services industry and global capital markets products
  • Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
  • Team player with excellent interpersonal skills and ability to work with various professionals
  • Demonstrate strong time management/prioritization skills and solid judgment
  • Series 7, 63 and 52 licenses required
  • Knowledge of Bloomberg and familiarity with the ratings agencies
13

Analyst, Debt Capital Markets Resume Examples & Samples

  • Create and manage financial models used for P3 bidding processes and project financings
  • Maintain an up-to-date understanding of infrastructure project pipeline and debt capital markets issues
  • Update P3 project pipelines and debt capital market databases
  • Assisting on written presentations, RFP write-ups, financing plans and pitch material for clients
  • Perform financial analysis for client coverage activities and internal updates on debt capital markets
  • Work with other investment banking product and industry coverage groups on transactions involving infrastructure, project finance and/or investment grade debt issuances
  • Undergraduate degree with academic coursework in finance, economics, mathematics or accounting
  • Relevant work experience within investment/corporate banking. corporate/project finance, accounting or engineering
  • Relevant industry experience within power and utilities infrastructure or real estate groups an asset
  • Experience performing financial analysis in a client facing role is preferred
  • Strong interpersonal skills to work with team members, other groups and clients
  • Ability to multi-task and manage several projects and tasks in an organized manner
  • Proficiency with Microsoft Excel, PowerPoint and Word; VBA is preferred but not mandatory
  • Demonstrated interest in working in a capital markets and/or infrastructure/project finance role
14

Analyst Debt Capital Markets Resume Examples & Samples

  • Secondary coverage and back-up for client marketing efforts across all industries, including covering on pitches and attending with primary marketers
  • Support for live transaction execution, including live attendance at organizational meetings, drafting sessions and closings. Execution requires a constant dialogue with the client and counterparts at competing institutions
  • Creation and preparation of all marketing materials for all marketers on the desk. These keep the marketers up to speed and relevant in front of the firm's clients
  • Preparation of weekly indicative pricing and weekly market updates which are then sent to all clients
  • Oversee the revenue recording and adjustment functions within the Debt Capital Markets group. These are matched to the back-office records on a weekly basis for Scotia Capital (USA) Inc. reporting
  • Series 63
  • Series 79
15

Analyst, Debt Capital Markets Resume Examples & Samples

  • Provide deal execution and transaction support across multiple currencies and markets
  • Support of Directors in the DCM business
  • Day to day tasks which include sending market sensitive materials daily to core clients
  • Liaise and work with Investment Banking M&A teams on joint pitches and M&A
  • You also need to exhibit flexibility, adaptability, and resilience to work in a challenging environment, and can work under pressure on multiple projects
  • Ensure the business unit maintains the ethical standards contained in the Citigroup Code of Conduct and comply with firm policies
  • Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements and adhere to firm policies and procedures, regulatory and legislative requirements
  • Relevant University degree
  • 1-3 years relevant experience in investment banking or finance industry
  • Could come from IB, Chartered Accounting or Legal background
  • Familiarity of international bond transactions is helpful
  • An understanding of bond maths and derivatives
  • Good understanding of Fixed Income Analytics
16

MB Capital Markets Risk Analyst Resume Examples & Samples

  • Monitoring system access controls, ensuring system role access is restricted to job function requirements. Modifying/removing access in response to job function or process flow changes
  • Monitoring the accuracy of the Risk Assessments by ensuring all inherent risks are identified and properly ranked. Reporting results and findings to Risk Oversight & Process Management for developing, establishing, and implementing effective controls to mitigate risks while withstanding volume fluctuations. Performing regular evaluation of controls to ensure consistent execution adherence and control effectiveness
  • Bachelors degree (BS / BA) preferred
  • Minimum 3-5 years experience in Mortgage Operations/Operational Risk and/or Compliance
  • A working knowledge of audit, risk and operational management concepts and the ability to understand and interpret the impact of policy and procedural changes, as well as identify and convey potential problem areas
  • Demonstrated experience in developing fact based, value added risk analysis, providing insight into potential gaps and recommending opportunities to mitigate risk
  • Perform technical tasks, using MS Office Application tools such as Excel and Power Point
  • Detailed oriented with the ability to work independently
  • Excellent computer skills; proficiency in MS Office Applications, particularly PowerPoint and Excel
  • Ability to partner with colleagues & develop positive working relationships to create an open environment for sharing risk identification & resolution practices
  • Ability to adapt to work flow variation and change
17

Capital Markets Risk Analyst Resume Examples & Samples

  • Challenge, engage, and influence risk management activities by performing independent analysis and review; ensuring risk is managed effectively, consistent with regulatory guidance, adheres to policies and procedures, and, the risk appetite statement
  • Effectively challenge the business line’s processes, risk management practices and policies with well supported analysis and actionable conclusions
  • Communicate written conclusions and analysis effectively; providing clear and concise conclusions
  • Prepare and/or lead oral presentations to senior management
  • Assist with researching existing guidance, market changes, regulatory developments, and industry views/practices regarding market risk management
  • Interact with senior leaders and subject matter experts in the areas of market risk, liquidity risk, and interest rate risk. Actively participate in key meetings and review detailed financial reports to conclude on the quality of risk management practices
  • Understand and stay current with banking regulations that relate directly to the management of assigned risks
  • Bachelor’s degree in Finance, Economics, Math or related field
  • Five or more years relevant experience with one or more of the following: risk management, derivatives trading/management, capital markets support, financial instrument valuation
  • A self-starter, self-directed and proactive in seeking out work, able to work independently, with limited guidance and oversight
  • Location: position based in Minneapolis, MN
  • Professional designation such as CFA, FRM or equivalent
  • Strong understanding of bank regulation, risk management practices, capital markets related concepts
  • Proven, effective project management experience that demonstrates solid organization skills
  • Demonstrated ability and desire to develop expertise and establish credibility in a variety of fields
  • Experience in performing both qualitative and quantitative analysis that is insightful beyond experience level, and the ability to manage multiple tasks/projects and deadlines simultaneously
  • Strong presentation, oral and written communication skills, able to present results in a range of audiences, including senior management
18

Analyst, Capital Markets Resume Examples & Samples

  • Track market activities; provide daily pricing and transactional support to the team which may include supervised execution of trades
  • Develop understanding of internal valuation and risk models and use these tools to assist with analysis
  • Build proficiency with market data sources (Bloomberg, Yield book, etc)
  • Participate in team discussions, represent the desk in internal discussions with key stakeholders as needed and prepare management reports
  • Develop and build strong relationships with internal customers through regular dialogue
  • Contribute to the process of model and technology improvement across various analytic and database tools. Participate in testing system enhancements
  • Update desk procedures and look for opportunities to improve processes
  • Excel modeling skills
  • Well-developed oral and written communication skills (to include direct client communications)
  • Ability to manage competing priorities under pressure
  • Experience with valuation and risk models preferred
  • Familiarity with Bloomberg and BlackRock’s Aladdin preferred
  • Capital Markets and Fixed Income Mathematics experience preferred
  • Strong interest in capital markets, portfolio management and trading
  • Active pursuit of CFA Level 1 preferred
19

Analyst, Debt Capital Markets Resume Examples & Samples

  • Assisting in the structuring, execution and documentation of new issue debt transactions
  • Assisting in marketing new offerings to Institutional Investors across Canada
  • Assisting in the preparation of client presentations/pitches
  • Conducting credit analysis and financial modeling for prospective issuers
  • Coordinating the provision of new issue pricing information to clients
  • Assisting in the overall monitoring of Canadian capital markets (flows, trends, funding opportunities); and
  • Interacting closely with Investment Banking, Corporate Banking, Capital Markets Trading & Distribution and other groups as part of the overall client coverage team
  • Undergraduate University degree, preferably with a finance or business focus
  • 2 years of related business experience is an asset
  • Fully Bilingual in English and French
  • Expertise in developing financial models using MS Excel and VBA
  • Working knowledge and proven interest in pursuing a career in Capital Markets
  • Proven ability to pay close attention to detail and multi-task under tight deadlines
  • An understanding of credit analysis is an asset
  • Strong inter-personal skills, good team player
  • Strong multi-tasking and time management skills
20

Analyst, Structured Capital Markets Resume Examples & Samples

  • Very strong quantitative, financial mathematics and financial modelling skills – Excel and Visual Basic
  • Strong proficiency in Microsoft Word, Excel and PowerPoint Experience in research, analysis, credit and capital markets in an institutional, corporate banking or structured finance environment
  • Some exposure to securitisation, rating agency criteria and debt capital markets preferred
  • Good organiser including competent time management skills and ability to work across multiple transactions and deal teams concurrently. An interest in and understanding of financial and economic markets
  • A strong understanding of accounting principles and credit risk assessment fundamentals
  • Well-developed interpersonal written and oral communication skills Accounting or business related tertiary qualifications
21

Debt Capital Markets Senior Analyst Resume Examples & Samples

  • Assist in the preparation of financial projections and/or business valuations, which may include discounted cash flow modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution of Investment Banking transactions
  • Prepare appropriate memoranda, presentation materials, and marketing materials
  • Support research projects that relate to business valuations, transaction positioning and shareholder value recommendations
  • Update, input, and maintain financing source databases used in the deal marketing and execution process
  • Assist in the identification of deal-appropriate investors, participating in the marketing of deals to them
  • Refer new business opportunities
  • Participate in civic and cultural organizations
  • May be assigned back-up relationships with clients. May handle meeting on matters relating to less complex financing
  • The incumbent works under general supervision with guidance from Senior Investment Banking Associates and/or deal team leaders
  • Demonstrate the ability to manage analysts and officers in support of new business activities or execution of an engagement, is comfortable working with the client to gather information and develop materials for deal execution
  • Handle client meetings on matters relating to less complex financing or merger
  • The position requires extensive interaction with clients and referral sources-external (prospective customers) and internal (various Bank personnel) contacts to perform responsibilities
  • May provide guidance to analysts
  • Bachelor’s degree or in lieu of a bachelor’s degree, four years relevant experience
  • Three years previous work experience in investment banking or a related field
  • Strong financial modeling competency as well as proficiency in the use of spreadsheets, graphing, and presentations
  • Individual must be comfortable working in a fast paced, entrepreneurial environment and be able to handle a high-level of responsibility
  • Must possess solid analytical, written and verbal skills as well as demonstrated ability to work in a team-oriented environment
  • Ability to work under critical time constraints
  • Self-motivated, well-organized individual
  • Previous Leveraged Finance and Equity Sponsor experience; Loan Syndication, Private Placement, and/or Debt Capital Markets experience
  • Series 7 or 79 securities license
22

Analyst, Debt Capital Markets Resume Examples & Samples

  • Generate and maintain client presentations/pitches/financial models; provide appropriate support of on-going client dialogue and marketing efforts
  • Support the execution of live transactions, including due diligence, marketing, legal documentation, marketing and pricing
  • Track, compile and distribute new issue bond issuance information and update market/pricing database
  • Liaise with traders and sales force to obtain pricing information in secondary markets and general market intelligence
  • Bachelor’s degree (or equivalent) required. Bachelor’s degree can be in any major, but Economics/Finance/Business is preferred. Masters or MBA also considered
  • No strict experience level required, though 1-3 years of experience on a debt capital markets desk is strongly preferred
  • Series 79 (or Series 7), Series 63 desired, but not strictly required
  • Experience in Excel, PowerPoint, and Word required
  • Bloomberg preferred but not necessary 
  • Ability and willingness to work long hours when required
  • Strong attention to detail and reliable and responsive for the work product
  • Analytical/financial modeling capability, fluid with numbers and mathematical and statistical concepts
  • Strong communicator, both verbally and in writing
  • Team player with desire to add value and contribute
  • Desire to learn and grow in the areas of corporate finance and financial markets
  • Ambitious and motivated individual seeking challenging set-up opportunity
  • Ability to work full time hours, typically 10+ hours every weekday, and occasional weekend work may be required
  • Must be able to respond via blackberry to work emails during non-traditional working hours
23

Analyst, Capital Markets Resume Examples & Samples

  • Prepare proposals and offering materials for new or existing assignments and pursuits utilizing effective work planning capabilities
  • Assist with preparation of presentation and pitch materials for new business pursuits
  • Expected to obtain Series 7, 63 and 79 securities licenses during initial year of employment
  • Bachelor’s Degree in Finance or Real Estate and exceptional academic credentials
  • Demonstrated interest in commercial real estate analysis
  • 1-5 years of work experience in Finance, Real Estate or Accounting required
24

Capital Markets Risk Analyst Resume Examples & Samples

  • Perform valuation analysis of capital markets traded products
  • Develop and produce reporting of traded product valuation metrics, market risk measures, and credit risk exposures
  • Facilitate the limit setting process and assist in documenting details for the appropriateness of limits
  • Assist in the maintenance and governance of market risk policies
  • Coordinate the implementation of new market risk procedures and monitor adherence
  • Create processes to improve quality control of risk system outputs and reporting
  • Familiar with MSCI RiskManager risk system
  • FRM, or progress towards a plus
  • Familiarity with financial industry regulations
  • Database experience, SQL, and VBA
25

Analyst DCM High Yield Capital Markets Resume Examples & Samples

  • To support the development of high yield bond business
  • To assist in the origination, structuring and execution of HY bonds for European companies and for non-European domiciled issuers using European currencies
  • To assist in preparation of marketing and origination effort of more senior members of the teams (MDs and Directors and VPs) of non-IG DCM solutions
  • To help more junior members of the team (interns and VIEs) and to assist more senior members in the education of internal bankers on HY products and markets
  • To promote integrated financing solution in cooperation with other DCM teams (DCM Corp, DCM CEEMEA, etc) and other business lines partners (LBO, TMT, SAF AFG, NAT) and coverage teams (CORI, MCIB, IBFS)
  • Preparing internal and external high yield market updates (under guidance of more senior team members)
  • Preparing high yield capital markets related pitch material, answers to RFP
  • Draft other high yield related memos upon request
  • Carry out ad hoc analysis and research as requested by senior originators, including conducting relative value analysis of bonds
  • Help Prepare or review (as appropriate) term sheets and offer letters
  • Finalise weekly HY snapshot (under final review from a Director) for external distribution
  • Prepare KYC approval, wall crossing process, all in line with regulatory/legal requirement and internal policies
  • Manage GILT list
  • Delegated first review of HY execution documents (always under final review from SEGL JUR and a senior originator)
  • Prepare Permanent Supervision file (to be reviewed and signed by deal team leader)
  • Keep record of various documents related to each transaction involved in
  • Work experience should ideally have been in leveraged finance or in credits (credit analyst, credit research analyst for debt fund or credit fund, rating agency experience) for debt products (ideally bonds but also in leveraged loans or specialized loan activities), equity (ECM, convertible) or M&A
  • Work experience can include long term traineeship with banks, investment boutiques, credit funds or rating agencies
  • Position is London-based but work experience outside the UK is acceptable
  • Position is part of a pool of 4 juniors supporting senior European transactors and senior originators based in London and in Paris
26

Senior Analyst, REI Capital Markets Group Resume Examples & Samples

  • Provide analytical, reporting and administrative support for the Capital Markets Group (“CMG”)
  • Assist the Sr. CMG Warehouse Facility Reps with ad hoc client requests, loan administration/modifications and financial analytics requested from time to time
  • Responsible for inputting and monitoring new and existing loan purchases via the Warehouse Asset Management excel repository
  • Attention to detail and the ability to perform ad-hoc asset management in an accurate and complete manner
  • Strong computer skills; Advanced Excel proficiency preferred
  • Team player with strong work ethic and excellent time management skills
27

Analyst, Debt Capital Markets Resume Examples & Samples

  • Prior experience within Financial Markets
  • Fluency in spoken and written English (high preference for Mandarin and Korean)
  • The ability to handle an atmosphere of high pressure work and stretched hours
  • Acute analytical thinking abilities and swift learning
  • Demonstrated ability to build collaborative relationships
  • Proficiency in Microsoft Excel, Word and Powerpoint
28

Analyst, Debt Capital Markets, Ceemea Resume Examples & Samples

  • To support the team’s efforts in effectively covering clients to address their borrowing needs in debt capital markets
  • Actively contribute to the coverage of Corporate, Financial and Sovereign clients based in CEEMEA region
  • To support the team’s efforts in developing and maintaining a track record of winning bond mandates in addressing clients’ borrowing needs
  • Support senior originators in achieving the team NBI budget and league table objectives
  • To support the team’s efforts in the effective and responsible execution of bond mandates
  • Particular attention shall be given to risk and compliance requirements, with a high degree of risk supervision on deals preparation and execution
  • To support the development of advisory and product offering in line with DCM’s strategy and priorities
  • Support and adapt DCM CEEMEA strategy which will evolve based on market and clients dynamics, as well as SG resources and constraints
  • To support the development of the DCM client base in line with GLFI’s and SG Group’s strategy and priorities
  • To support DCM in internal dialogues with colleagues to provide best-in-class advisory to the client base
  • Maintain at all time transparent and constructive relationship and interactions with Syndicate / GLFI / CORI / PCRUs / MARK / JV partners / KYC & Compliance / Legal / partners
  • Experience in Debt Capital Markets, specifically Origination and Emerging Markets will be favoured. Emerging market fixed income, Debt financing or ECM background could also be considered
  • Financial background and knowledge of the international bond market
  • Basics of credit analysis
  • Knowledge of KYC and Compliance processes and requirements in connection with financial markets activities
  • Experience in using Bloomberg, Excel (including VBA)
29

Analyst, REI Capital Markets Group Resume Examples & Samples

  • Complete quarterly compliance reviews (facility, guarantor, and assets compliance covenants). Analyze covenant trends and report any issues / concerns
  • Manage billing and monthly remittance reviews (including Receipts & Disbursements ‘R&D d/b’ processing)
  • Manage loan level reporting (Warehouse Asset Management excel repository)
  • Bachelor’s degree in real estate finance, economics, or related finance major; MBA preferred
  • Strong qualitative and quantitative skills
30

Analyst, Capital Markets Resume Examples & Samples

  • Develop and execute trading strategies. Conduct analysis and execute trades consistent with overall strategy of the desk, ensuring all policies, procedures and limits are properly observed
  • Strategize with various internal groups within Capital Markets to expand market liquidity and distribution
  • Track market activities; understand and evaluate new developments in the market and report on potential impact on business
  • Analyze, reconcile and track various reports and systems related to purchase/sale transactions, inventory management, P/L and risk
  • Maintain a robust dialogue with the dealer community, leveraging market color, opinions and liquidity
  • Work closely with the Sales Desk to develop and maintain relationships with the lender and the investor community
  • Contribute to the process of model and technology improvement across various analytic and database tools
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Analyst, Capital Markets, Baltimore Resume Examples & Samples

  • Perform complex financial analyses with minimal supervision, including cash flow projections, valuation models, and sensitivity analyses
  • Prepare monthly articles for newsletters and periodic research pieces for special events and presentations
  • Bachelor’s Degree in Finance or Real Estate
  • Excellent academic credentials
  • Minimum 1 year of work experience in Finance or Real Estate
  • Proficiency (and workplace experience) in ARGUS
  • Excellent written and oral communication skills (applicant will need to submit previous work product)
  • Ability to multi-task, work successfully under pressure and effectively manage time and workload
  • Ability to reprioritize tasks on a daily basis given varying team requirements
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Analyst, Capital Markets Group Resume Examples & Samples

  • Argus and Excel financial modeling
  • Maintaining a comps database and performing market research
  • Conducting property-level research (e.g. ownership, debt, zoning, etc.) with resources such as CoStar, RCA, Bloomberg, Trepp and Property Shark
  • Presenting financial analyses
  • Assisting in the creation of pitch books and/or presentations
  • Writing the financial, property detail and other sections of offering memorandums
  • Compiling, reviewing and/or analyzing due diligence materials
  • Organizing due diligence materials on due diligence websites
  • Responding to client and investor questions regarding property due diligence
  • Analyzing bids from potential investors