Capital Markets Analyst

Medical Practice; Fort Washington (Montgomery County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Rx and Vision coverage

401(k) match

Training and mentoring programs

Company-sponsored events

Student loan repayment program

Opportunities to earn bonuses

Job summary

Medical Practice is looking for a Capital Markets Analyst to support its capital markets initiatives and grow investor relationships. The role involves researching markets, preparing financial analyses, and managing projects related to investment opportunities.

The ideal candidate has at least 2 years of relevant experience and strong knowledge of capital markets, along with proficiency in financial modeling and MS Office Suite. Benefits include competitive salary, health coverage, and training programs.

Qualifications

• Not less than 2 years of experience in a similar role.

Responsibilities

• Researching companies, investors, and markets.
• Attending conferences in the U.S. and internationally.
• Performing outreach.
• Analyzing potential investment opportunities.
• Preparing materials, deal summaries, and term sheets.
• Preparing financial models, analyses, and charts.
• Project management including coordinating internal and external resources.
• Assisting in due diligence and modeling for M&A activity.
• Writing call reports and maintaining the company database.

Skills

General knowledge of capital markets infrastructure and products

Ability to speak confidently and establish new business relationships

Familiarity with financial modeling concepts

Proficiency in PowerPoint, Word, and Excel

Job description

At Coventry, we look at things from an entirely different perspective. It’s what has enabled us to find new value where it didn’t exist before. And in the process, ignite a transformation in the financial services industry. Today, our efforts represent one of the most important financial innovations of the past 40 years. As the leader and creator of the secondary market for life insurance, Coventry has delivered more than $5.4 billion to policyowners who no longer have a need for their life insurance policies.

The continued success of our company is the result of the hard work and dedication of our employees and the continued pursuit of top candidates. We know that without the best team, we cannot be the best firm. Our organization is built on strong values designed to foster leadership and reward success. We’re proud of the fact that more than 80% of our management team were promoted from within, and we strive to provide an environment supportive of career progression.

About The Role

The Capital Markets Analyst will support Coventry’s capital markets initiative to establish, maintain, and grow relationships with existing and potential investors, and assist in the planning, analysis, and execution of our growth initiatives.

Requirements

• General knowledge of capital markets infrastructure and products.
• Ability to speak confidently and establish new business relationships.
• Familiarity with financial modeling concepts, such as discounted cash flow analysis.
• Proficiency in PowerPoint, Word, and Excel.
• Not less than 2 years of experience in a similar role.

Key Job Responsibilities

• Researching companies, investors, and markets.
• Attending conferences in the U.S. and internationally.
• Performing outreach.
• Analyzing potential investment opportunities.
• Preparing materials, deal summaries, and term sheets.
• Preparing financial models, analyses, and charts.
• Project management including coordinating internal and external resources.
• Assisting in due diligence and modeling for M&A activity.
• Writing call reports and maintaining the company database.

Benefits

• A competitive salary commensurate with experience.
• Health, Dental, Rx and Vision coverage.
• 401(k) match.
• Training and mentoring programs.
• Company-sponsored events throughout the year.
• Student loan repayment program.
• Opportunities to earn bonuses and other perks.

Coventry is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. © 2024 Coventry, LLC. All rights reserved.