Capital Markets Analyst

FinanceInfos; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with employer match

Stock purchase discount

Education assistance

Hybrid work

Medical, dental, vision coverage

Mental wellbeing days

Gym discounts

Job summary

Nasdaq is seeking a Capital Markets Analyst in New York City. You will gather ownership data and disclosure information from custodian banks and other data sources, delivering shareholder analysis to clients.

You will serve as the primary contact for investor relations, helping clients understand their shareholder base and providing timely insights. The role emphasizes senior-level relationship management and cross-team collaboration in a hybrid work setting.

Qualifications

• Bachelor’s Degree in Business, Finance, or Economics is required.
• At least 1 year of experience in capital markets or related field is required.
• Proficiency with MS Office suite (Outlook, Excel, Word) is expected.

Responsibilities

• Gather ownership data and disclosure information from custodian banks and data sources.
• Deliver accurate, timely shareholder analysis reports and insights to clients.
• Act as primary contact for investor relations to explain shareholder composition to clients.
• Build long-term relationships with senior client contacts and support retention/growth.
• Collaborate with global teams and contribute to product development/quality improvements.

Skills

MS Outlook

Excel

MS Word

Adobe Pro

Analytical thinking

Education

Bachelor’s Degree in Business, Finance, or Economics

Tools

MS Office

Job description

Job Highlights

• Title: Capital Markets Analyst
• Type: Full Time
• Experience: 1 Year
• Function: Capital Markets
• Location: New York City, NY, United States
• Company: Nasdaq

Company Profile

Nasdaq provides trading, exchange technology, market data, index services, and financial insights, empowering investors, companies, and institutions globally.

Job Profile

The company is recruiting a Capital Markets Analyst who will be responsible for gathering relevant ownership data and disclosure information from various custodian banks, financial institutions, and other data sources.

Be the primary point of contact for customers’ investor relations or other relevant areas to help the client understand the composition of their shareholder base, delivering quality, accurate, and timely shareholder analysis reports and insights on the financial markets while meeting client deadlines.

Establishes effective long-term relationships and a high level of satisfaction with key senior-level decision makers at the assigned group of customer accounts.

Provides external clients with objective strategic advisory services to improve organizational performance and long-term competitiveness.

Creates demand for the organization’s products and services by raising its profile with customers.

Conducts regular status and strategy meetings with clients to understand their needs and link them to the organization’s product/service strategies.

Engages in thought leadership and provides input into product development/quality improvement.

Support BU Objectives of retention, revenue growth, operational excellence, and driving greater efficiencies.

Education Level

• Bachelor’s Degree in Business, Finance, or Economics (required)

Work Experience

• At least 1 year of relevant experience (required)

Duties/Responsibilities

• Conduct research, analyze, and interpret data from multiple sources to identify accurate shareholder positions and peer performance to deliver shareholder analysis and commentary.
• Engage with global colleagues to share knowledge across geographic teams.
• Improve understanding of the client’s Investor Relations workflow to ensure service is aligned with their needs.
• May create leads and assist sales managers in managing consulting sales or pre-sales.
• Prepare materials and accompany Senior Analysts at client meetings to develop relationships and support retention of client base.
• Proactively engage in regular client outreach, providing sector development updates.
• Provides external clients with advisory services to improve organizational preparedness and long-term competitiveness.
• Summarizes key movements and trends in the shareholder base.
• Work closely with key partners to retain client base.
• Works with the Senior Analysts in building and maintaining effective long-term client relationships.

Skills/Knowledge/Abilities

• Proficiency in MS Office Tools – MS Outlook, Excel, MS Word, Adobe Pro

Working Conditions

• Data-driven analysis and tools
• Fast-paced, high-pressure work
• Hybrid, screen-intensive setup
• Long hours during market activity
• Team and client collaboration

Benefits/Perks

• 401(k) with employer match, stock purchase discount, student loan support, life and disability coverage, paid time off
• Education assistance, skills training, professional development
• Gift matching, employee groups, paid volunteer days
• Hybrid work, parental leave, fertility benefits, and bereavement leave
• Medical, dental, vision coverage, health spending account, mental wellbeing days, gym discounts

Employer’s Statement

Nasdaq is an Equal Opportunity Employer.