Analyst - PF

Cabrera Capital Markets; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental & Vision Coverage

401(k) with Employer Match

Paid Time Off & Holidays

Profit Sharing Program

Commuter Benefits

Job summary

Cabrera Capital Markets, a Public Finance Investment Banking team, seeks an Analyst to support new business development and transaction execution for municipal and not-for-profit issuers in the Houston area.

Responsibilities include cash flow modeling, debt profiling, and creating high-quality client presentations for government, schools, and agencies. A finance degree and FINRA licensure are required to advance in this role.

Qualifications

• Advanced analytical skills with attention to detail.
• Experience with financial forecasting and cash flow analyses is helpful.
• Strong communication and presentation abilities are essential.

Responsibilities

• Support deal execution and new business development in municipal and not-for-profit issuers.
• Prepare cash flow models, debt profiles, and client presentations.
• Assist in RFP responses and debt structuring analyses.
• Monitor market conditions to inform financing strategies and client needs.
• Attend client meetings and present information clearly and professionally.

Skills

Analytical skills

Communication

Teamwork

Excel & PowerPoint proficiency

Self-motivation & time management

Fixed income knowledge

Education

Bachelor's degree in Finance or related field

Tools

Excel

PowerPoint

Job description

For more than 20 years, Cabrera Capital’s Public Finance team has partnered with governments, schools, and public agencies to fund projects that strengthen communities. We bring together deep market knowledge and a clear understanding of public-sector priorities to help clients access capital efficiently and with confidence. Cabrera’s boutique, client-first business model is focused on delivering superior capital market strategies and outcomes to create a differentiated value proposition.

position summary & purpose

The Analyst will support our Public Finance Investment Banking team in all aspects of new business development and transaction execution. The Analyst will assist in deal execution, cash flow modeling, the preparation of presentations, proposals and debt profiles for municipal and not-for-profit issuers.

Essential Duties And ResPONSIBILITIEs

• Generate and maintain debt profiles to provide bankers with an overview of a client’s debt position and historical financings
• Provide quantitative analyses including financial forecasting, cash flow analysis, and bond sizing using Excel and third-party debt structuring applications
• Able to work with data from various sources to develop relevant market-wide and client-specific analyses
• Draft high-quality client presentations and responses to Requests for Proposals
• Assist bankers in the execution of new issue transactions including documentation, pricing, presentations to investors and rating agencies, and deal closing coordination
• Monitor market conditions to apply new financing and optimization strategies based on clients’ financing needs
• Research projects related to regulatory, legal, policy or client-specific issues
• Attend client meetings as required and present information in a clear and professional manner
• All other duties as assigned

Responsibilties / Requirements

management & decision making responsibilities

Knowledge, Skills & Abilities Requirements

• Advanced analytical skills with attention to detail
• High level of client focus and commitment to delivering quality work product on a time-sensitive basis in a fast-paced environment
• Excellent communication, teamwork and interpersonal skills
• Must be self-motivated with a strong work ethic and excellent time management skills
• Advanced proficiency with Excel, PowerPoint, Word, etc.
• Experience with DBC Finance preferred
• Solid understanding of fixed income market concepts and principles

EDUCATION & work experience

• Bachelor's degree in Finance or similar

required licenses & certificates

• FINRA SIE, series 52, and series 63 licensures (or within 90 days of hire)

Work Authorization Requirement: Applicants must be currently authorized to work in the United States on a permanent basis. This position does not offer employment visa sponsorship now or in the future. Candidates requiring sponsorship, including F-1 OPT, CPT, H-1B, TN, E-3, or any other employment-based visa sponsorship, are not eligible for consideration.

We offer a competitive and well-rounded benefits package designed to support your health, well-being, and financial future:

• Medical, Dental & Vision Coverage
• Paid Time Off & Holidays
• 401(k) with Employer Match
• Profit Sharing Program
• Flexible Spending & Health Savings Accounts (FSA/HSA)
• Commuter Benefits (Pre-tax transit & Parking)
• Short & Long Term Disability Coverage
• Life & AD&D Insurance Options
• Employee Assistance Program (EAP)
• Pet Care Discount Program