Capital Markets Analyst Job Description
Capital markets analyst
provides support to senior Capital Markets Credit Risk team relating to evaluation of new credits/originations and new business line initiatives.
Capital Markets Analyst Duties & Responsibilities
To write an effective capital markets analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included capital markets analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop deep understanding of evolving regulations related to liquidity
Apply superior analytical skills to drive key analytics around funding and liquidity in the face of sweeping changes to the regulatory landscape (Basel III)
Liaison with teams across the company including Credit Risk Management, Capital Management, Risk Management to deliver on CCAR stress test
Mentor and develop the talented associates on the team
Partner with functional teams across Treasury/BSM to inventory and assess the health of key risk processes, functions and controls
Undertake management control testing to ensure that the department is adequately and effectively managing risk
Support teams across Treasury/BSM with change control, process mapping and overall operational effectiveness
Support business areas in annual refresh of policy and procedure documentation
Partner with other risk and compliance organizations across the Company to support proactive identification, assessment, monitoring and testing of potential risks
Monitor and track remediation of audit findings
Capital Markets Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Capital Markets Analyst
List any licenses or certifications required by the position: CFA, PMP, CPA, MBA, CTP, BA, HP, CSTE, ISTQB, VB
Education for Capital Markets Analyst
Typically a job would require a certain level of education.
Employers hiring for the capital markets analyst 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 Capital Markets Analyst
Desired skills for capital markets analyst include:
Processes and Procedures:
Regulations
Risk Management Policies
Broader context in which the work is being performed
Business Objects
CAS
Credit structuring fundamentals
Excel
Exposure to Emerging Markets
Industry trends and events
Desired experience for capital markets analyst includes:
3-5 years experience within an Operations environment of a financial instritution
Two years of experience in corporate finance OR financial analysis in banking/financial services
Experience in the financial services industry with specific focus on balance sheet planning, capital and liquidity management
Capacity to operate in white-space
Ability to thrive in a fast-paced, project-driven environment and handle multiple assignments simultaneously
BA/BS in Business Administration, Finance or Engineering
Capital Markets Analyst Examples
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Capital Markets Analyst Job Description
Job Description Example
Our company is looking to fill the role of capital markets analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for capital markets analyst
- Identify appropriate pricing parameters for issuers in context of relevant market and peer groups
- Manage internal deal process through closing and manage deal files
- Assist in the review of documents for municipal offerings
- Gather financial data from different sources
- Keeping websites updated with relevant product information and documentation
- Support analytics, which includes maintenance of data and spreadsheets
- Monitor daily industry-related news-flow and its effect on certain securities
- There will be no direct contact with clients
- Track initiatives and timelines
- Manage and monitor the fair value review process respective to vendor trends, developments, assumptive methodology
Qualifications for capital markets analyst
- Undergraduate degree with academic coursework in finance, economics, or accounting
- Ability to analyze and draw succinct conclusions to present findings
- Strong analytical, quantitative and problem-solving skills and ability to use statistical analysis and modeling, with technical applications
- Strong relationship and communication skills in working with colleagues, influencing customers on recommendations and analysis results
- Graduate (BCOM/BMS) with 1 - 2 years of prior work experience
- General understanding of US Fixed Income and Equity Markets
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Capital Markets Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of capital markets analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for capital markets analyst
- Manages data within various toolsets and databases to ensure accuracy and compliance, for reporting and tracking
- Identifies opportunities for process and operational improvements and implements new processes while maintaining integrity
- Work with the financial analysts to guide property level and financial assumptions
- Hire and oversee photographers and graphic artists to ensure the highest quality visual media contribution to business plans and marketing materials
- Potentially interface with buyers by responding to asset and market related questions
- Assist in managing the day to day operations of the team to provide liquidity and/or invest excess cash of the company
- Work to monitor, trade and provide input on the companies FX and interest rate hedging strategies
- Assist with the reporting and forecasting requirements of the Treasury team around working capital, free cash flow, and financial statements
- Rating Agency, liability management, capital structure, mergers & acquisitions, competitor data, lease vs buy, banking relationships
- Serve as a staff member in the tracking and management of the benefit assets for Lamb Weston
Qualifications for capital markets analyst
- Knowledge of SQL and VBA a plus
- Knowledge of Derivatives, Foreign Exchange or Cash Securities a plus
- Relevant work experience within investment/corporate banking
- 1-2 years of related work experience in capital markets, leasing/property management, or finance
- Familiarity with Dallas real estate market and submarkets and the business practices of major retailers active in the market a plus
- Proficiency in ARGUS, retail lease abstraction, and financial analysis (NPV, IRR) not required, but a plus
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Capital Markets Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a capital markets analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for capital markets analyst
- Working with the trading team on inter-day requirements
- Working with sales and other groups internally to ensure executed transactions are settled and provide further information where required
- Certain desks will have analysts work on building models and quantitative analytics, financial engineering, heavy modeling and coding are desirable skill sets for trading analysts
- Collaborate with groups across Global Finance (including Treasury and Balance Sheet Management, Corporate Planning, and Line of Business Central Finance) to develop the Company’s liquidity projections and provide guidance on the size and composition of the Company’s liquidity buffer
- Evaluate the liquidity risk of new products and make recommendations
- Challenge, engage, and influence risk management activities by performing independent analysis and review
- Communicate written conclusions and analysis effectively
- Interact with senior leaders and subject matter experts in the areas of market risk, liquidity risk, and interest rate risk
- Review and validate the Murex design
- Work with end users to design test cases
Qualifications for capital markets analyst
- The ability to self-manage work load to deadlines whilst maintaining a high degree of accuracy and quality
- Bachelor degree in disciplines such as Computer Science, Engineering, Mathematics, Management Information Systems with a strong academic record
- Two to four years professional experience required
- Must have excellent analytical and organizational skills and demonstrate a great attention to detail
- Aptitude for systems knowledge and benefits asset management experience a plus
- Knowledge of financial analysis, complex financial markets, strong computer skills including sophisticated modeling ability, attention to detail and a high degree of organizational skills are helpful
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Capital Markets Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a capital markets analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for capital markets analyst
- Verify all foreign exchange rates used for all budgeting and forecasting purposes monthly close
- Prepares loan submission reports for review by loan producers
- May interface with clients, lenders, government agencies, to complete tasks
- Assist in keeping websites updated with relevant product information and documentation
- Responsible for creation of Business Analyses for changes and projects on the Trading, Transaction processing and Data management processes and systems
- Work with the (investment) analysts, risk managers, architects, designers and developers to assess current capabilities and identify high-level user requirements
- Participate in transitioning the requirements and use cases to the designers/developers and ensure a clear and complete understanding of the requirements
- Participate in quality management reviews, in particular reviews of the designs, prototypes, and other work products to ensure they fulfill the requirements
- Create business process manual, business impact analysis and align on deliverables with stakeholders
- Perform operational and business readiness activities, such as creation of training materials/work instructions and provide training
Qualifications for capital markets analyst
- At least 4 years of experience in Balance Sheet Management
- At least 2 years of experience in QRM (or other Asset & Liability Management application)
- At least 2 years of experience with cash flow forecasting and fixed-income modeling
- At least 1 year of experience in SQL
- Master of Business Administration or Masters in Finance
- Master's Business Administration (MBA)
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Capital Markets Analyst Job Description
Job Description Example
Our growing company is hiring for a capital markets analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for capital markets analyst
- Gain exposure to and assist with all aspects of the capital raising process
- Assist with driving the capital raising process
- Understand due diligence request from prospective investors, research and gather necessary information and prepare a comprehensive response
- Support SRMT's thought leadership/research function in content creation
- Assemble and distribute Weekly Firm Update package
- Assist in the production of SRMT briefs that identify and match market opportunities with investment teams to help drive revenue
- Develop and maintain executive support content
- Assist in developing and creating thought leadership content focused on macro and market themes
- You are the voice of the user
- You fearlessly solicit feedback from internal and external stakeholders, users, and developers
Qualifications for capital markets analyst
- Comfortable with mathematical, quantitative finance, market and liquidity risk measurement skills
- CFA charter holder or a candidate is preferred but not required
- Experience in QRM
- Degree focus on Math, Physics, Economics or
- Master degree in a quantitative field of study
- Strong relationship and communication skills in working with colleagues, influencing others on recommendations and analysis results