Equity Capital Markets Job Description
Equity capital markets
provides balance sheet modelling support and collaborate with Financial Planning & Analysis and Accounting teams on long-term modelling activities related to balance sheet and capital structure.
Equity Capital Markets Duties & Responsibilities
To write an effective equity capital markets job description, begin by listing detailed duties, responsibilities and expectations. We have included equity capital markets job description templates that you can modify and use.
Sample responsibilities for this position include:
Help in the communication with clients, including companies, governments and private individuals, and contribute to their achieving their strategic and financial objectives Maintain client communication
Assist clients in IPOs, equity offerings, capital raisings and equity-linked issuance
Analyzing and synthesizing financial and operating information about companies and industries
Maintaining a detailed database of equity capital markets activity in Latin America
Creating and updating materials and exhibits for internal and external purposes
Developing marketing memoranda and participating in client presentations
Participating in the execution of equity capital market transactions in Latin America
Being able to perform the above responsibilities in both English and Spanish
Assist with preparation of material/presentations for town halls, management presentations
To assist the Corporate Trading Team and learn the business from the ground-up
Equity Capital Markets Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Capital Markets
List any licenses or certifications required by the position: DA, BA, CSRC
Education for Equity Capital Markets
Typically a job would require a certain level of education.
Employers hiring for the equity capital markets job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, MBA, Economics, Accounting, Business/Administration, Management, Technical, Technology, Math
Skills for Equity Capital Markets
Desired skills for equity capital markets include:
Excel
Finance and accounting
Microsoft Office
PowerPoint and Word
Specifically Microsoft Excel
Financial accounting
Capital IQ
MS Outlook
Microsoft Excel
Pitchbook and 451 Research
Desired experience for equity capital markets includes:
Excellent oral and written communication skills innovation – able to identify creative solutions in the face of complex problems
Proactive, motivated and goal oriented self-starter
The ability to effectively prioritize and handle multiple tasks
Investment banking experience (ALF, ECM, IB coverage)
Financial modelling experience (operating models, financing models, merger models, LBO)
Ability to write professionally
Equity Capital Markets Examples
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Equity Capital Markets Job Description
Job Description Example
Our growing company is hiring for an equity 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 equity capital markets
- Stay abreast of competitive and market landscape to optimize client trading strategy
- Generate bespoke market reports and client presentations
- Maintain myriad databases and files for information analysis
- Designing equity derivatives and equity linked instruments to help our clients meet tactical and strategic corporate finance and risk-management objectives
- Pricing and risk-managing of OTC derivatives
- Developing statistical and machine learning solutions for our clients and to increase efficiency of our franchise
- Work alongside senior ECM originators and sector coverage bankers to execute equity-linked transactions
- Conduct company specific analysis on market capacity for an equity-linked offering
- Detailed targeting of institutional buyers
- Analyze and assess business opportunities with respect prospective transactions
Qualifications for equity capital markets
- Fluency in Mandarin would be viewed favorably
- Interest in building user interfaces for client facing applications
- Knowledge of object-oriented design, data structures, and interest in working with entire software development cycle including design, development, testing, deployment and system maintenance
- Interest in Finance but no prior knowledge required
- Ability to effectively interact with sales people and research analysts, corporate clients and other banks as part of working groups on projects Ability to work within a team, in a fast moving, results-driven environment
- Recent college graduate or up to 2 years of total relevant Securities Division or Equity Capital Markets work experience
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Equity Capital Markets Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of equity capital markets. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity capital markets
- Drive the execution of transactions, which will also involve travel outside of Hong Kong
- Coaching and guiding junior staff
- Participate in personnel-related projects as requires
- Ensure compliance with regulatory requirements and reduce risk in departmental processes
- Responsibility for managing / supervising bookbuilds and allocations (eg
- Liaise with other internal and external parties on transactions (eg
- Partner with Global Electronic Trading Technology group to innovate and create market leading products
- Solve real world, complex problems with effective and innovative technology solutions
- Assists in day-to-day Production support
- Analyze business requirements and document functional specifications
Qualifications for equity capital markets
- CFA or progress towards CFA
- Prior investment banking, equity research, management consulting, and/or technology company operating experience would be viewed favorably
- Software programming experience would be viewed favorably
- Quantitative/ engineering background and an excellent academic record
- Month-end close - ensuring accurate and complete close-off of books & records for the month ensuring all close-off entries, FX trade-outs and resolution of any Front office-GL breaks daily reporting of close-off PL is completed on a timely basis
- Have 2-5 years of Investment Banking experience, preferably in Equity Capital Markets
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Equity Capital Markets Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of equity capital markets. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equity capital markets
- Providing research support to the analyst/associate as required
- Updating sector-specific databases
- Analyzing financial statements, company-specific information and industry-specific data
- Assisting with drafting research notes and updating marketing presentations
- General ECM origination support, provide market intelligence reports, assist with pitches
- Conduct in-depth equity market and transaction analysis
- Maintain various databases and prepare presentation materials for both issuers and investors
- Assist to run transaction marketing, book building and allocation process
- Closely liaise with internal partners including equity sales, research analysts, coverage and execution bankers for smooth deal execution
- Assist with origination activities including client coverage, pitch books, RFPs, proposals and other business initiatives
Qualifications for equity capital markets
- Deep knowledge of financial concepts and ability to analyze businesses
- Possess basic understanding of Hong Kong IPO process
- Have a good understanding of financial markets (equity/debt) in Asia
- Strong interest in investment banking, corporate finance, and M&A
- Academic or industry experiences in derivative modeling and structuring
- 5-10 years within an Investment Banking, Equity Capital Markets environment
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Equity Capital Markets Job Description
Job Description Example
Our innovative and growing company is looking for an equity capital markets. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity capital markets
- Preparation of marketing related materials, including sales teaser, term sheets, cornerstone scripts, marketing educational materials for issuers and investors engagement, price fixing and allocation materials
- Gain an in-depth understanding of the institutional investment community through consistent interaction with equity sales, with a focus on soliciting and interpreting investor feedback from deal roadshow meetings
- Interact with equity research professionals, as permitted, to gain a broader understanding of the business of specific issuers, coordinating sales force teach-ins and receiving detailed investor feedback and monitoring and maintaining feedback spreadsheets both in regard to IPOs and Blocks
- Build a strong working relationship with salespeople, sales-traders, traders, research analysts and, ultimately, both buy-side and sell-side customers
- Identify suitable investors across respective selling channels within the bank for cornerstone process, pre-deal investors' education and management road show bookbuild purposes
- Support desk with creation of external and internal reports and pitching materials
- Process transactions including Initial Public Offerings, Follow-Ons, Bought Deals, Block Trades, PIPEs, ATMs, Preferreds and Convertibles
- Be adaptable
- Work on Syndicate/Execution side of the business, which includes interaction with ECM, Investment Banking, PWM, Institutional Sales and Trading, Equity Research, Compliance, Finance/Accounting, Operations, Trading Support, Cashiering, Corporate Access, and other syndicate departments
- Establish and maintain relationships with west coast service providers (lawyers, accountants, investment bankers, ) and financial sponsors
Qualifications for equity capital markets
- Bachelors degree, preferably from top financial school
- Internship experience in Capital Markets or Investment Banking
- Have 1-3 years of investment banking experience, preferably in Equity Capital Market
- Work with associates and analysts in the preparation of internal approval committee memorandum, pitch books, and the drafting of equity prospectus roadshow materials with clients, lawyers, and accountants
- Ability to effectively interact with sales people, corporate clients and other banks as part of working groups on projects
- Ability to think both analytically strategically, and to present facts and views succinctly
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Equity Capital Markets Job Description
Job Description Example
Our innovative and growing company is hiring for an equity capital markets. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity capital markets
- Attending team discussions and where appropriate client meetings, where you may be asked to deliver parts of a presentation
- Prepare and distribute market commentary on a weekly basis
- Listen to earnings calls and/or read transcripts
- Work alongside Managing Directors, Directors, and Vice Presidents in ECM Origination and across sector coverage groups to originate and execute equity and equity-linked offerings across William Blair’s client coverage universe
- Drafting Transaction-Related Documents
- Preparing Client Proposals and Presentations
- Perform PN21 due diligence on issuers, help preparing/reviewing listing documents (including but not limited to prospectus and forms submitted to HKEx/SFC)
- Interns may also work with industry groups like Industrial, Healthcare, Technology, Consumer, Utilities, Oil and Gas and Diversified
- Originate, structure and primarily execute equity-linked and equity derivatives-linked financing transactions and solutions across all industry sectors in the Asia Pacific region
- Project manage equity linked and equity derivatives-linked transactions, leading and guiding junior team-mates in managing client negotiation and work process, project deliverables and time-tables
Qualifications for equity capital markets
- Extensive knowledge of the Listing Rules, Prospectus Rules and AIM Rules
- Bachelor's Degree or the equivalent in Business Administration, Finance, Economics, Math or related field with a minimum 3.2 GPA
- The intern will be responsible for data mining, data analysis, and business analysis and will provide technical system support for equity financial products
- Ideal candidate will possess experience in SQL, MS Access, MS Office (including Powerpoint, Visio), and SharePoint
- Experience with quantitative and financial modeling for structuring of equity transactions using balance sheet, income statement, public comparables and transaction comparables analyses
- Creativity and depth with regards to client presentation and solutions