Capital Markets Analyst Resume Samples

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D Sawayn

Dawson

Sawayn

616 Grimes Ferry

Boston

+1 (555) 643 1398

616 Grimes Ferry

Boston

Phone

p +1 (555) 643 1398

Experience Experience

San Francisco, CA

Capital Markets Analyst

San Francisco, CA

Pouros-Willms

San Francisco, CA

Capital Markets Analyst

Analyze the loan pipeline and ensure management is provided with accurate secondary report data
Manage transaction process (i.e. investor outreach campaign, handle calls with potential investors, manage escrow process and client reporting)
Assist in the development and creation of client marketing materials
Strong aptitude to understand, utilize, and improve technology platforms
Conducting and assisting in due diligence
Assisting in the coordination of bank / investor meeting logistics
Identifies opportunities for improved process flow

Chicago, IL

Debt Capital Markets Analyst

Chicago, IL

Daugherty, Hickle and Wyman

Chicago, IL

Debt Capital Markets Analyst

Assist in the execution of live deals, including pricing, draft term sheets, orderbooks, etc., in various currencies
Willingness and preparation to work extended hours on a regular basis
Assist in the preparation and writing of transaction reviews
Assist in the preparation of client PowerPoint presentations and marketing material
Assist in the preparation of deal-related and non-deal related marketing material
Work with Debt Finance centers globally regarding trends, transactions and local currency markets around the world
Create and maintain transaction documentation

present

Detroit, MI

Cib-asia Debt Capital Markets Analyst

Detroit, MI

Hoeger, Thiel and Lesch

present

Detroit, MI

Cib-asia Debt Capital Markets Analyst

present

Execute bond transactions in partnership with Investment Banking or Corporate Banking teams and debt syndicate/sales desks, as well as third parties
Well versed in the quantitative nature and framework of own product (e.g., pricing, models, etc)
Marketing of J.P. Morgan's loan products to corporate and sponsor clients throughout Asia
Executing syndicated loan or loan transactions in partnership with investment banking country/industry coverage teams throughout Asia and debt syndicate/sales teams; also interactions with J.P. Morgan's internal credit team
The role supports all senior bankers within the team in origination and execution. Daily responsibilities include preparing market update materials, pitch books, running trading comps, basic credit analysis, conducting due diligence, facilitating both internal approval process and project execution
Daily responsibilities include involvement in originating (incl. but not limited to preparing pitch books, running trading and transaction comps for loans, cash flow modeling and capital structure analysis, conducting due diligence, drafting of both internal credit memos and external marketing materials and working with internal and external counsels in loan documentation)
Daily responsibilities include involvement in originating and distributing loans (incl. but not limited to preparing pitch books, running trading and transaction comps for loans, cash flow modeling and capital structure analysis, conducting due diligence, drafting of both internal credit memos and external marketing materials and working with internal and external counsels in loan documentation)

Education Education

Bachelor’s Degree in Finance

University of California, San Diego

Bachelor’s Degree in Finance

Skills Skills

Strong attention to detail
Demonstrates proficient knowledge of Microsoft products: Word, Excel, PowerPoint, Outlook
Possess a desire to work within a diverse, collaborative, and highly-driven professional environment
Strong knowledge of finance concepts, including: NOI returns, cash flow returns, internal rate of return, debt yields, valuation methods and capital markets
Ability to analyze qualitative and quantitative information and translate into strategic deliverables
Theoretical and practical knowledge of banking and derivatives. Knowledge of financial modeling, projection and analysis helpful
Strong people skills with high integrity and a team attitude
Self-starter with ability to multi-task and manage change effectively
Strong computer skills including PowerPoint, Excel and Word
Ability to work in team oriented environment

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15 Capital Markets Analyst resume templates

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IBD, Credit Capital Markets, Analyst Resume Examples & Samples

Live deal execution (onshore and offshore bond products
Materials for client pitches including analysis of financing alternatives, marketing and distribution strategies, etc
Frequent interaction with other teams across IBD and other divisions, locally as well as globally
Everyday contact with the public side to gather market feedback on specific companies and sectors
At least 2 years experience within Investment Banking
Strong interest in the capital markets
Must speak Mandarin and English
Ability to balance multiple tasks simultaneously
Team player, positive attitude, highly motivated
Analytical mindset with an eye for details
Strong interpersonal, entrepreneurial and leadership skills
Ability and dedication to meet strict deadlines

Banking & Capital Markets Analyst Resume Examples & Samples

Leverage a deep knowledge and understanding of the banking industry and work in conjunction with assigned account teams and solution leaders to prepare insightful analysis on trends and the implications of those trends for EY and the firm’s clients
Develop insights beyond publicly available information by interacting with account teams, clients and BCM sector influencers. Participate in stakeholder meetings, industry roundtables and other events
Participate in key strategic planning activities and major initiatives, including pursuits
Focus on mapping sector issues to existing EY services and identifying new revenue opportunities for the firm
Collaborate with coordinating partners and account teams to bring insight and perspective to priority engagements and build strong relationships with priority accounts and global solution teams. Proactively alert global client serving partners regarding tactical and strategic changes amongst key accounts, and assess the impact of those changes for assigned banking groups
Adept at implementing strategically sound analytic methodologies and skilled in coaching less-experienced team members to improve their skills
Excellent teamwork, relationship-building and leadership skills, and an ability to operate within a virtual team. Must be able to work with, motivate, and cultivate a high-performance teaming environment with analysts and researchers in a global, multi-cultural and virtual environment
10+ years experience in strategy, business analysis, management consulting, or business performance advising with banks – either in-house or as a consultant
Good knowledge of the U.S banking industry, with deep understanding and experience of at least one or more sub-sectors within the Industry (eg investment banking, wealth management, retail, corporate)
Considerable experience working at a senior level in a fast moving client-driven environment
Strong executive-level presentation skills; demonstrated ability to interface with all levels of account leadership as well as clients at a senior level
Understanding of internal customers and external clients' needs and concerns; ability to respond with a sense of urgency
Ability to take ownership for delivering projects with a high degree of autonomy

CIB Cmbs Capital Markets Analyst Resume Examples & Samples

Managing the execution of the syndication of commercial real estate (“CRE”) subordinate debt by coordinating with the commercial mortgage origination team, the CMBS trading desk, subordinate debt investors and internal/external legal counsel
Preparing pitch materials for CRE collateralized loan obligations, and bespoke commercial mortgage financings
Modeling the return profiles of CRE debt financings
Maintaining relationships with the SPG sales force and the subordinate debt marketplace
2-3+ years experience in investment banking, sales and trading or related field with an interest in commercial real estate
Firm understanding of the principles of finance, mathematical and/or statistical analysis

Capital Markets Analyst Resume Examples & Samples

Liaison between management and other lines of business
Required to perform analytical work with direct supervision
Work on projects, enhancements and reporting across all Capital Markets with direct supervision
Responsible for handling moderately complex products within operations
Identifies opportunities for improved process flow
May be responsible for routine operational or administrative work
Day-to-day actions are focused on administering defined procedures, analyses and report preparation
Primary focus is on daily deliverable of routine and defined outputs, while at the same time developing knowledge of the broader context in which the work is being performed
Requires Bachelors Degree or equivalent Capital Markets experience
Exceptional written and oral communication skills required
Must be a self-starter, with strong organizational skills that complement the ability to work at a fast pace under stressful deadlines
Must have good understanding of Microsoft Office programs; experience with Capital Markets related platforms a plus
Years of experience: > 3 preferred

IBD, Fig-debt Capital Markets, Analyst Resume Examples & Samples

Enjoys the ins-and-outs of the market, but also likes to work in an Investment Banking and Capital Markets culture. Possesses excellent quantitative, technical and analytical skills
Has at a minimum, intermediate skills in Microsoft Powerpoint, Excel and Microsoft Access
Is detail-oriented
Has strong communication skills – is able to communicate clearly and effectively with clients (both in writing and orally)

Capital Markets Analyst Resume Examples & Samples

Be part of a fast-paced, reactive development team servicing client’s Interest Rate and FX Derivatives needs. MIS and Business intelligence are key topics as bank undertakes a major vendor initiative that will transform delivery from front to back technologies through complex Straight-Through-Processing process
Provide technical leadership for software system oversight. Assist in designing infrastructures to ensure consistency, quality, maintainability, and architectural integrity
Work with Treasury Accounting & Operations. Evaluate foreign exchange and interest rate derivative transactions for accuracy and profitability in TPG, our trade accounting system. Work with Treasury Accounting & Operations on analyzing and resolving trade issues with customers, counterparties and clearing agents, if applicable
Develop relationships with commercial lenders and portfolio managers to educate, quote, and sell derivative hedging solutions. Review outstanding loan and swap amounts and rate resets to ensure effective hedge. Answer questions and provide customer market valuations
Develop and maintain relationships with street counterparties to improve Bank’s ability to hedge interest rate risk on customer derivative transactions
Learn to understand and negotiate loan and ISDA documentation to ensure PUB protected in case of customer default
Work independently and with supervisor to implement new compliance rules per the Dodd-Frank Act. Develop procedures for reporting customer transactions and recordkeeping
Assist Treasury personnel with Prepayment Calculations on Commercial loans. At the beginning of each month calculate business line prepayment fees assessed for CREF and C&I loans paid off prior to maturity
Other duties as assigned by Treasurer or Derivatives Trader
Superior written, verbal and presentation skills necessary
Strong computer skills including PowerPoint, Excel and Word
Ability to work in team oriented environment
Ability to recognize and focus on critical issues and respond to competing needs within the organization
Theoretical and practical knowledge of banking and derivatives. Knowledge of financial modeling, projection and analysis helpful

Leveraged Capital Markets Analyst Resume Examples & Samples

Prepare and distribute Weekly Leveraged Capital Market Update to internal colleagues and external clients
Maintain bank debt and high yield primary issuance databases
Provide market intelligence to internal and external clients
Respond to ad-hoc analysis and data requests from senior management, colleagues and clients in a timely manner
Work with the sales force in calling on institutional investors and hedge funds to achieve successful distribution of transactions
Produce presentations for client meetings and pitches
Track and report on progress of syndications
Provide transaction support from the preliminary underwriting stage through closing
Ability to manage several projects at once and work effectively as contributor as part of multiple teams
Requires strong analytical skills and excellent oral and written communication skills
Requires strong excel and powerpoint proficiency to quickly manipulate and clearly present data
Knowledge of market data services like Bloomberg, Advantage Data, Markit, and LCD News a plus

Capital Markets Analyst Resume Examples & Samples

Reviewing proposed transactions
Contributing to the Deal Assessment Committee
Co-ordinating deal flow process including input and preparation of sales and marketing documentation, hosting management presentations, and other transaction management
Drafting marketing e-mails for investors in co-operation with Legal and Compliance
Facilitating the bidding process including lodging bids within tight timeframes
Revenue forecasting and budget preparation
Maintaining and growing external broking / retail syndicate relationships
Liaising with our Legal and Compliance team

Banking & Capital Markets Analyst Resume Examples & Samples

Provides clear analytical insight and understanding of the specific domain, with responsibility for the execution of initiatives based on a detailed knowledge of the domain’s dynamics and drivers
May participate in client meetings, roundtables and other events to support domain leadership and strengthen EY’s presence and reputation in the market
Acts as a role model within EY Knowledge and the domain and positively influences change by: leading by example; championing knowledge-sharing behaviours; connecting people; encouraging enterprise-wide sharing; and appropriately leveraging and reusing existing collateral
Confident in understanding multiple business drivers and talented at defining the root causes of trends
Ability to take ownership for delivering customised projects with a high degree of autonomy; adept at managing several projects simultaneously
Understanding of the business and demonstrated commercial acumen using commercial language that presents knowledge activities in the context of business objectives
May help to lead multidisciplinary teams, often working virtually across service lines and geographies
May serve as counsellor or manager for other analysts and specialists
Demonstrable experience in strategy, business analysis, industry research, management consulting or business performance, advising organisations in the relevant domain

Cib-asia Debt Capital Markets Analyst Resume Examples & Samples

Marketing of J.P. Morgan's loan products to corporate and sponsor clients throughout Asia
Executing syndicated loan or loan transactions in partnership with investment banking country/industry coverage teams throughout Asia and debt syndicate/sales teams; also interactions with J.P. Morgan's internal credit team
Daily responsibilities include involvement in originating and distributing loans (incl. but not limited to preparing pitch books, running trading and transaction comps for loans, cash flow modeling and capital structure analysis, conducting due diligence, drafting of both internal credit memos and external marketing materials and working with internal and external counsels in loan documentation)
Cultivate an appreciation of balance between revenue generation and building client franchise
Understand drivers of relevant markets and establish a high degree of competence with clients
Build foundation of trust with clients by demonstrating an understanding of their needs and being responsive
Demonstrable experience working in the front office in a similar line of business (syndicated loans, leverage finance, ratings, credit) of a top tier Investment Bank and/or Capital Markets Firm or Tier 1 commercial bank
Highly driven, detail-oriented, diligent with strong analytical, credit, communication and writing skills
Well versed in the quantitative nature and framework of own product (e.g., pricing, models, etc)

Cib-asia Debt Capital Markets Analyst Resume Examples & Samples

Market J.P. Morgan's debt product offerings to corporate, financial institution and sponsor clients for North Asia, focused on Greater China
Execute bond transactions in partnership with Investment Banking or Corporate Banking teams and debt syndicate/sales desks, as well as third parties
The role supports all senior bankers within the team in origination and execution. Daily responsibilities include preparing market update materials, pitch books, running trading comps, basic credit analysis, conducting due diligence, facilitating both internal approval process and project execution
Understand drivers of relevant markets and establish a high degree of competence with clients around executing transactions
Understand firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies
Cultivate an appreciation of balance between revenue generation and building a client franchise. Build foundation of trust with clients by demonstrating an understanding of their needs and being responsive
Demonstrable internship or working experience in the front office of a top tier Investment Bank and/or Capital Markets Firm
Highly driven, detail-oriented, diligent with strong analytical, communication and writing skills
Demonstrable proficiency with market and product terminology and basic understanding of debt products
Understanding and ability to follow through a transaction lifecycle
Understanding of drivers of relevant markets and ability to draft market update materials independently
Ability to thrive on the challenge of competitive or timing pressure and remain focused on deliver high quality work on time
Ability to communicate concepts and ideas, both verbally and via documentation, and ability to defend validity and target messages to different audience
Ability to interact comfortably with clients, team members, third parties and management
Self-directed, highly motivated, and able to work both independently and in team

Fixed Income Capital Markets Analyst Resume Examples & Samples

Strong interest in financial markets and ability to work in a fast pace environment
The position requires a self-confident person who is a self-starter and has strong interpersonal skills; highly motivated and reliable, with strong team spirit, well organized with good attention to detail
Excellent oral and written communication skills and a positive attitude with the ability to multi-task
Proficiency with Excel, PowerPoint, and Bloomberg is a plus

Cib-asia Debt Capital Markets Analyst Resume Examples & Samples

Daily responsibilities include involvement in originating (incl. but not limited to preparing pitch books, running trading and transaction comps for loans, cash flow modeling and capital structure analysis, conducting due diligence, drafting of both internal credit memos and external marketing materials and working with internal and external counsels in loan documentation)
Another key daily responsibility is the distribution of loans to commercial banks / investment banks in the region – primary and secondary loans. Hence, having relationships with corproate banking / syndication departments is a must
Highly driven, detail-oriented, diligent with strong communication and writing skills
Critical to have strong ability to communicate well with investors, understand their requirement and explain the underlying credit

Ratings & Capital Markets Analyst Resume Examples & Samples

Assist with development of board and management presentations including capital structure presentations
Support execution of financing strategies for debt and equity transactions based on financing plan, the company’s financial performance, capital markets environment, and other relevant considerations
Perform analysis for holding company long-term cash projections
3+ years of experience with increasing responsibilities related to capital structure and rating agencies
Experience in corporate financial planning and analysis, corporate accounting, and/or treasury function preferred

Capital Markets Analyst Resume Examples & Samples

Assist in the development and creation of client marketing materials
Generate statistical and analytical reports
Work closely with senior team members and other groups with the bank to prepare transaction documents
Compile and understand market data in support of marketing efforts
Maintains and updates departmental files
Evaluates transactions and ensures proper understanding of the structure, provisions, and schedules
Conducting and assisting in due diligence
Assisting in the coordination of bank / investor meeting logistics
Bachelor’s degree with proven record of high achievement, MBA preferred
Strong analytical, organization, and communication (written, oral and interpersonal) skills
Attention to details and ability to multi-task under pressure

Debt Capital Markets Analyst Resume Examples & Samples

Assist in the preparation and writing of transaction reviews
FINRA Series 79 & 63 licenses required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
Strong quantitative skills and an understanding of fixed income products

Capital Markets Analyst, Senior Resume Examples & Samples

Support MSR hedging with risk analytics/reports
Support DCF analysis of total asset return, including NPV, IRR, and financial statement impact
Utilize third-party models including Compass Analytics, ADCO Prepayment Model, and CoreLogic RiskModel in valuation and analysis activities
Conduct reporting/surveillance of servicing portfolio performance
Bachelor’s degree required, preferably in a quantitative discipline (finance, engineering, science, or mathematics)
Experience in finance or finance-related field required, mortgages and fixed income preferred
Complex financial analysis and valuations
Excel, SQL, and VBA required
SAS, R, and Python preferred

Capital Markets Analyst Resume Examples & Samples

Prepare or oversee the preparation of proposals and offering materials for new or existing assignments and pursuits utilizing effective work planning capabilities
Prepare or oversee the preparation of presentation and pitch materials for new business pursuits
Gather and evaluate economic, demographic and real estate market data for input into project specific deliverables and valuation models
Point of contact for BOV tracking, management, reporting
Perform complex financial analyses with minimal supervision, including cash flow projections, Argus valuation models, corporate credit assessments and associated sensitivity analyses
Review and analyze client’s quantitative portfolio of data, legal documents and other materials as part of project due diligence process
Manage transaction process (i.e. investor outreach campaign, handle calls with potential investors, manage escrow process and client reporting)
Minimum 1 year of work experience in Finance, Real Estate, or Accounting
ARGUS valuations, financial analysis and market research experience, preferred
Advanced internet research capabilities
Ability to work independently and within a team to build relationships and interact effectively with business partners
Possess a desire to work within a diverse, collaborative, and highly-driven professional environment

High Yield Capital Markets Analyst Resume Examples & Samples

Assist in preparing various credit memo including High Yield support memo for underwriting commitments for all types of clients including LBOs, TMTs and Corporates,
Support originators in advising internal and external clients on optimal financing structures
Participate in the preparation and review of information memoranda and support documents for pitches
Ensure more junior team members (interns, VIEs) are well trained and aware of the various internal processes

Capital Markets Analyst Resume Examples & Samples

Utilize secondary market reports to manage rate locks, forward commitments, loan fallout and delivery
Analyze the loan pipeline and ensure management is provided with accurate secondary report data
Manage mortgage rate sheets, ensuring staff has updated rates as markets change
Assist with rate price questions, extensions and product changes
Use secondary marketing reports to create daily commitments to sell closed loans to investors
Maintain and develop efficiencies within the secondary group and stay abreast of regulatory, technology and system changes
Bachelor's degree in finance/business related field OR 3+ years experience in mortgage industry
Able to multi-task, prioritize, and maintain an attention to detail
Effective communication, interpersonal, and customer service skills

Capital Markets Analyst Resume Examples & Samples

Model indications to quote projected fixed rates to be used in derivative transactions
Produce risk-adjusted returns for all proposed deals to ensure profitability
Advise lenders on possible deal structures and derivative options
Work with commercial lenders to produce write-ups (that include derivative options) to be presented to the Discount Committee
Create & deliver swap presentations to give to customers contemplating entering into an interest rate derivative to educate the customer on derivatives & their particular deal
Complete commitment letters to deliver to customers after prospective deals have been approved
Produce the monthly derivatives report & memo
Monitor the monthly & quarterly derivative valuations delivery to customers
Work with external financiers to place deals that don't meet UMB's credit criteria
Manage Capital Markets opportunities, contacts, and activity in ClientLink
Produce internal/external Capital markets marketing materials
Design & maintain quarterly Capital markets Win-Loss Pipeline spreadsheet and subsequent PowerPoint presentation
Attend bi-weekly Discount Committee meetings to aid lenders in swap-related loan presentations and also monitor possible loans the Bank is looking to move away from UMB
Maintain internal deal pricing comparison spreadsheet
Demonstrates excellent verbal and written communications skills
Demonstrates proficient knowledge of Microsoft products: Word, Excel, PowerPoint, Outlook
Demonstrates strong organizational and time management skills
Demonstrates ability to evaluate situations and recommend solutions
Demonstrates knowledge of corporate lending

Loan Capital Markets & High Yield Capital Markets Analyst Resume Examples & Samples

Leverage Senior Calling Officer’s marketing efforts
Historical financial analysis
Financial projections (cash flow) modelling
Gather and analyze data and company information / draw conclusions
Prepare marketing materials, presentations and Confidential Information Memorandum
Develop extensive network of internal BNP Paribas contacts
Assist in deal execution activities
1-3 years of previous work experience, preferably within a financial institution
Bachelor's Degree, finance coursework strongly preferred
Ability to identify issues
Technical skills – strong Excel and mathematical proficiency
Dedication
DCM Experience is a plus

Capital Markets Analyst Resume Examples & Samples

Use internal pricing models to calculate mortgage rates daily in accordance with internal policy
Provide analytical and modeling support for pricing and trading of mortgage securities – Including maintaining and improving existing models as well as developing newer financial models for further support and new projects
Support trade processing activities of Capital Markets desk
Interact with counterparties (banks, investors, and sponsors) and legal counsel involved in the structuring and execution of investment and capital transactions
Develop presentation materials used to market or communicate with internal and external parties
Evaluate various financing opportunities including their potential balance sheet impact
Post daily pricing internally and distribute to organization
Research and obtain current bond market information via Bloomberg and other tools, including but not limited to
Treasury/Swap yields
Swap spreads
DUS/GNMA MBS & CRE/CMBS spreads
Agency Debentures
Recent economic news & commentary
Calculate and deliver customized pricing quotes to originators and underwriters
Track quotes in excel based database & Maintenance of Trade Logs
Create and maintain electronic “pricing” files for all loans in the pipeline
Responsible for assembling the documentation and approvals from internal parties required for rate lock and follow up and review on Trade and rate lock confirmations
Assist in creating and updating weekly and monthly marketing material for originations staff
Other support services and special projects as needed
2 years Banking or Finance

PWM, Alternative Capital Markets, Analyst Resume Examples & Samples

Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
Coordinate and facilitate the fundraising process for private wealth management alternative investment offerings
Structure all aspects of alternative investment offerings, including dialogues with fund managers, reviews by internal and external counsel, drafting committee memos, creating presentation materials and coordinating roadshows
Provide frequent investment updates and market commentary to both PWM Professionals and external clients. With experience, senior analysts may ultimately have responsibility for direct client dialogues alongside the PWM teams with respect to alternative investment portfolio reviews and new product pitches for clients
Strong verbal and written communications, multi-tasking and time management skills
Team player with strong initiative and leadership qualities

MF Capital Markets Analyst Resume Examples & Samples

Support the facilitation and completion of structured transactions and securitizations for Multifamily Capital Markets
Build a deep understanding of the accounting due diligence process, legal due diligence process, and related concepts, calculations and models
Interact extensively with underwriting, accountants, legal counsel, dealers, servicers, rating agencies and investors
Assist in the development and completion of transaction offering documents, term sheets, marketing materials, reporting documents and other ad hoc requirements
Work closely with internal channels including production, underwriting, asset management, operations, accounting and finance to develop and implement securitization infrastructure
Develop, implement and manage collateral databases, queries and reports that directly support the structured transactions function
Bachelor’s Degree or equivalent experience; work towards advanced studies/degree preferred
Knowledge of structured transactions, commercial mortgage backed securities and/or multifamily mortgage industry
Analytical skills and creativity to develop and consider alternative options for fulfilling requirements
Ability to work accurately and efficiently in an environment with changing priorities and tight deadlines
Ability to effectively communicate up, down and across the company to ensure issues are identified, resolved and communicated in a timely manner
Expertise in Microsoft Excel and other analytical tools

Capital Markets Analyst Resume Examples & Samples

Provide underwriting and evaluation support for Capital Markets across multiple property types, including medical office, multifamily, hotel, industrial, mission critical and land asset classes, and alternative investments
Prepare information memoranda and associated materials for distribution to potential investors and lenders
Support overall due diligence process from pre-development through completion/disposition
Develop and implement financial models to support credit analysis
Conduct analytical work that supports the financing strategies of potential capital market activities
Supports the Capital Markets team in identifying areas where processes and procedures can be applied to improve communication and efficiency
Advanced analytical skills including the demonstrated ability to perform financial modeling using Microsoft Excel
Strong knowledge of finance concepts, including: NOI returns, cash flow returns, internal rate of return, debt yields, valuation methods and capital markets
Sound understanding of commercial real estate and financial products and services
Successful experience in developing and cultivating long term, mutually beneficial relationships
Strong people skills with high integrity and a team attitude
Self-starter with ability to multi-task and manage change effectively
Open to change based on diverse input and feedback
Effectively work with those of diverse backgrounds and organizational levels
Adaptive, effective communication and active listening skills
Strong cross-cultural relationship building and influencing at all organizational levels
Bachelor’s Degree in real estate, finance or related field
Minimum two years’ progressive work experience in real estate & development
Experience in the structuring and documentation of transactions
Experience with transactions, underwriting and due diligence

Capital Markets Analyst Resume Examples & Samples

The Capital Markets Analyst shall be responsible for working on finance, treasury and accounting related projects, updates and presentations
Supports capital markets and asset-backed securitization (ABS) function of the company, including review of transaction data, collateral information and structural cash flow models
Ensures all internal controls and compliance requirements related to the securitization process are met and adhered to
Develops and maintains financial models to analyze cash flow mechanics and securitization monthly reporting
Responsible for updating and reviewing presentation information for internal and external parties including investment banks, rating agencies and investors
Works with other departments within SC to compile necessary data and information ensuring timeliness as well as accuracy and integrity of the information
Develops, gathers and monitors market trends and conditions
Documents procedures, checklists and resources for securitization execution and regulatory compliance. Other Functions

Senior Ratings & Capital Markets Analyst Resume Examples & Samples

Understand the financing plan and support execution of the target capital structures for the company and its subsidiaries in line with business objectives and risk appetite
Validate data and calculate capital structure metrics (cash, free cash flow, leverage, coverage) of the company
Assist with maintenance and operation of capital structure, cash, and free cash flow models
Perform analysis of financial instruments and structures to support corporate financing decisions
Calculate debt portfolio metrics, including interest rate risk, fixed-floating ratio, weighted average maturities, and weighted average interest rate
Undergraduate degree in related discipline required; MBA, CPA, and/or CFA strongly preferred
Professional depth in core areas of required expertise such as capital markets transactions, capital structure modeling, including experience with modeling balance sheets and statements of cash flows
Skillful management of relationships with people up, across and down the organization
Advanced knowledge of MS Excel, Word, and PowerPoint

Capital Markets Analyst Resume Examples & Samples

Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development
Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function

Capital Markets Analyst Resume Examples & Samples

Support daily and monthly valuation of mortgage servicing rights
Support co-issue best execution pricing/volume analysis
Document procedures and maintain control evidence for financial audit/SOX compliance
Conduct data querying, manipulation, transformation and analysis of large datasets
Conduct reporting/surveillance/benchmarking of servicing portfolio performance
Maintain retained portfolio database
Maintain servicing financial analysis/reporting
Experience in finance or finance-related field preferred
Financial analysis and valuations
Data querying, manipulation, and analysis

Capital Markets Analyst Resume Examples & Samples

3rd Party Applications and Tools as needed
The SF Capital Markets Analyst I position is a key member of the secondary marketing operations/risk management teams. Team members’ responsibilities include the setting of daily pricing, perform quality control on daily ratesheets and loan pricing models, and management and production reporting
Daily mortgage loan pricing is reviewed regularly for timeliness and accuracy; assure that pricing meets Secondary Marketing Policies & Procedures requirements
Maintain various daily, weekly and monthly reports, as required
This position has high level of responsibility with low direct supervision; the work is completed within prescribed procedures and processes as developed by management or required by investors or other entities; the Supervisor sets the direction of this position and develops action plans and procedures; specific authorities are outlined in the Secondary Marketing Policies & Procedures
Adheres to internal compliance policies
Perform analysis and support for ad hoc projects as directed by the Supervisor
Minimum 2 years of highly relevant experience
Degree in Business/Economics or related field of study required/preferred or comparable experience
Work independently on delegated projects
Possess good judgment, ability to accept responsibility and handle confidential information
Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail
Maintains effective communication and working relationship with manager, co-workers, branches and home office departments
Able to work as part of a team as well as independently, and with people of diverse backgrounds
Willingness to work overtime, when needed, as outlined by manager
Experience in QRM framework preferred
Professional in standards, skills and manner of dealing with others
Excellent communication skills – phone, personal contact and written
Ability to accept and facilitate change
Ability to work quickly and accurately under pressure
Ability to synthesize information and datasets