Capital Markets Associate Job Description
Capital markets associate
provides analysis of changes in the external / competitive landscape that may have an impact on the realisation of product and service business cases, financial performance and on clients’ satisfaction.
Capital Markets Associate Duties & Responsibilities
To write an effective capital markets associate job description, begin by listing detailed duties, responsibilities and expectations. We have included capital markets associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Contribute to the capital markets Client Execution Services effort in terms of market and client segmentation analysis, profiling and researching on existing and potential accounts
Preparing marketing materials, including teasers, pitch books and detailed investment summaries for the firm’s products
Working with multiple disciplines within the company to gather information, update existing materials, create analyses from source materials when necessary, and compile comprehensive and persuasive presentations
Coordinating and monitoring investors’ due diligence process
Compilation of presentation materials, market analysis and preparation of remarks to be utilized by senior management during investor meetings and tours
Assisting with annual budget and mid-year re-forecast preparations
Supporting the formation of capital structures for commercial real estate transactions and the related documentation efforts
Assisting with ad-hoc financial analysis requests
Conducting annual risk assessments of trading desks and other business units
Planning and executing significant projects to establish or enhance compliance and supervisory controls, including implementation of regulation concerning trading of securities-based swaps when such regulation is finalized
Capital Markets Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Capital Markets Associate
List any licenses or certifications required by the position: CMFAS, MBA, CFA, RICS, CPA
Education for Capital Markets Associate
Typically a job would require a certain level of education.
Employers hiring for the capital markets associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Economics, MBA, Real Estate, Education, Engineering, Mathematics, Business/Administration
Skills for Capital Markets Associate
Desired skills for capital markets associate include:
Ability to leverage that information in creating customized customer solutions
Ability to read
Directions
Financial services industry trends
Interpret and draw accurate conclusions from financial and numerical material
Major issues
Major products and services and product and service groups
Regulatory considerations and trendsetters
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Ability to conduct daily and strategic activities in an organization's sales function
Desired experience for capital markets associate includes:
Keen interest in Financial Services (FS) - (FS audit experience is desirable)
Candidates who do not have UK experience must have strong FS audit experience
Up to 6 years experience in the financial industry required
Work alongside senior ECM originators and sector coverage bankers to execute deals
Conduct company specific analysis on market capacity
Analyze and assess business opportunities with prospective transactions
Capital Markets Associate Examples
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Capital Markets Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of capital markets associate. 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 associate
- Working on potential pitch opportunities to source new deal transactions within Asia
- Maintaining and developing new investor client relationships
- Organise, arrange and attend client
- Analyzing investor proposals and provide guidance to clients on structure, terms and pricing
- Manage, update and implement best practise to the internal client database
- Have 7-10 years of transaction experience in investment banking, structured credit/ finance, leveraged finance, project finance and/or syndication
- Possess credit analysis and credit structuring skills
- Have knowledge in debt markets including bank financing and capital markets
- Have experience in debt structuring, due diligence, credit documentation and syndication
- Maintain and foster relationships with debt market investors and co-investors
Qualifications for capital markets associate
- Review and prepare pitch books and proposals
- Prepare presentations for clients in pitching and marketing meetings
- Have 3-7 years of investment banking experience
- Possess basic understanding of ASEAN capital markets and securities regulatory regimes
- Have good stock market knowledge
- Fluency in English and a second language relevant to ASEAN (for example, Mandarin or Bahasa)
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Capital Markets Associate Job Description
Job Description Example
Our growing company is hiring for a capital markets associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for capital markets associate
- Preparing presentations for CEO, CFO and Board of Directors regarding projections, balance sheet and capital markets planning
- Execution of various capital markets transactions, including due diligence, drafting documentation, communication with investors
- Analysis of potential acquisition, financing and strategic transactions
- Supporting Investor Relations team in producing quarterly disclosure for discussions with investors and research analysts
- Assisting in monitoring trends in the REIT markets, bond and equity markets and formulating balance sheet strategy
- Interfacing with Asset Managers, Investments team, Accountants, Investment Bankers, Attorneys
- Generate portfolio reporting as needed
- Develop funding strategies to optimize leveraged investment returns
- Serve as primary interface with XYZ Financial Accounting and Financial Reporting team for cash movements
- Communicate with third-party servicers to obtain information required to forecast liquidity and earnings
Qualifications for capital markets associate
- Experience in working in medium to large sized audit teams
- Excellent customer service, presentation, oral and written communication skills
- Strong technical skills across multiple platforms (mainframe and PC)
- You have an ability to manage multiple projects, provide complicated financial analysis, and develop appropriate corporate finance solutions
- Counterparty analysis and risk assessment through financial evaluation, review of industry
- An undergraduate degree in finance, economics, accounting or related area is required
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Capital Markets Associate Job Description
Job Description Example
Our company is growing rapidly and is looking for a capital markets associate. 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 associate
- Assist in developing strategic initiatives, targets, and enhanced business metrics to highlight the significant drivers key to CM businesses
- Manage and develop risks and returns ratios under regulatory constraints
- Identify red flags and ensure potential impacts of such developments are communicated for timely decision making
- Provide proactive support to diverse balance sheet related projects such as stress testing, scenario analysis, in-depth business/legal entity analysis and new business proposals
- Report on balance sheet liquidity and maintain an allocation process for funding costs charged
- Develop and maintain various analytical models and drivers to proactively identify growth impacts on the balance sheet
- Monitor Hedge target and capital market sensitivities to support daily hedging activity
- Design and implement liability and asset P&L attribution frameworks
- Support enterprise-wide capital and liquidity framework projections
- Develop and maintain derivative valuation and projection capabilities in support of ALM and risk management of insurance products
Qualifications for capital markets associate
- Analytical and technical skills with a strong understanding of various security types across the capital structure and understand the deal lifecycle and structure
- Ability to think and work independently, demonstrate resourcefulness, and problem solving
- Excellent communication skills – verbal and written, with ability to liaise with corporate clients and institutional investors is essential
- Highly organized and process oriented, with excellent project management skills and attention to detail
- Team player who is able to work effectively with both senior bankers and analysts
- Ability to liaise internally with different stakeholders and navigate through internal policies and procedures
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Capital Markets Associate Job Description
Job Description Example
Our growing company is hiring for a capital markets associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for capital markets associate
- Interface with CMHs technology team to build market data and trade databases, and automate data feeds
- Pro-actively participate in and supports changes in reporting requirements and development/prototyping of timely, actionable MIS (performance drivers) to support business strategies and assess effectiveness of strategy execution for assigned businesses
- Take ownership of revenue, balance sheet, RWA, PCL and direct expense planning, forecasting and reporting for assigned Corporate Banking and Global Credit businesses
- Support business managers and heads of Corporate Banking and Global Credit on any ad-hoc requests relating to financials
- Present information to business managers and heads
- Writes detailed commentary on business performance
- Support Investment Banking, COO Functions advisory, Performance Management global platform responsibilities as required
- Act as HR Business Partner in providing advice on various business decisions from C&B perspective and complicated HR-related issue
- Relationship manager and primary point of contact for debt and equity capital relationships when placing requests and working closely with the Senior Vice President
- Support Philadelphia Real Estate Investment Banking team in pursuing new business and preparing financing packages across the Philadelphia region
Qualifications for capital markets associate
- Ensure adherence to all regulatory and legal standards appropriate to the business
- This is a regular full-time position with a base salary in the range of $80,000-$110,000, plus discretionary bonus and benefits
- Advising clients undertaking capital markets transactions governed by the relevant regulatory territory
- Preparing Accountants’ Reports, drafting Working Capital reports, Long Form (due diligence) reports and Financial Position and Prospects (FPP) reports
- Reviewing and commenting on documents prior to submission to the relevant regulatory authorities managing the firm’s risk in relation to the services we provide
- An interest in capital markets transactions
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Capital Markets Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of capital markets associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for capital markets associate
- Ongoing administration
- Provide support in overall custodial tax oversight framework including
- Support senior marketer in the sales process and execution of interest rate swap and option transactions, including, deal pricing and responding to relationship managers and client requests
- Preform interest rate sensitivity analysis and other analytical support for senior marketer
- Independently perform financial analyses, economic and industry research
- Coordinates the due diligence and document processing to approve and execute a hedge transaction
- Assist in developing pitches and providing client relationship support
- Work effectively with RMs to assess customer needs and delivering appropriate risk management solutions
- Ensure fairness in all aspects of strategy, product design & delivery, sales processes, customer literature & correspondence
- Gain proficiency with all tools, systems and other resources
Qualifications for capital markets associate
- Chinese / Mandarin language skills desirable and highly advantageous
- Audit or transactions services experience
- Commitment to completing tasks and working to fluctuating deadlines often in a dynamic deal environment
- Strong oral communication and written communication/report writing skills
- Self-starter with good project management skills
- An ability and desire to learn new skills working in unfamiliar industries