Capital Markets Senior Analyst

Forge Search; Greenville, Spartanburg, Anderson (SC, SC, IN); Remote; USD 70,000 - 110,000; Full time

Job summary

This innovative firm is seeking a detail-oriented Capital Markets Senior Analyst to join their dynamic Treasury team. In this pivotal role, you will drive capital strategy through debt financing, financial modeling, and investor relations. If you thrive in a fast-paced environment and possess strong analytical skills, this opportunity is perfect for you. You'll leverage your expertise in SQL and Excel to streamline operations and present insightful reports that influence key decisions. Join a forward-thinking company where your contributions will significantly impact their capital strategy and financial success.

Qualifications

• 3+ years of experience in finance or capital markets required.
• Strong experience in SQL and data mining is essential.

Responsibilities

• Lead treasury data infrastructure and automate reporting processes.
• Support board meeting materials and manage debt compliance.

Skills

SQL

Data Mining

Microsoft Excel

Financial Modeling

Presentation Skills

Analytical Skills

Attention to Detail

Organizational Skills

Communication Skills

Team Collaboration

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business

Bachelor’s degree in Computer Science

Tools

Excel

SQL

Job description

Capital Markets Senior Analyst

Our client, a leading and innovative financial services company headquartered in South Carolina, is seeking a Capital Markets Senior Analyst to join their high-performing Treasury team! In this critical role, you’ll help drive capital strategy by supporting debt financing, securitization execution, financial modeling, and lender/investor relations.

If you're detail-oriented, data-savvy, and thrive in a fast-paced, high-impact environment, this role is for you!

This opportunity offers a remote work setting.

Responsibilities:

1. Lead the review and accuracy of monthly service reports and treasury data infrastructure
2. Automate and streamline treasury operations and reporting processes using data and technology
3. Build and present insightful management reporting tools to inform liquidity strategies and leadership decisions
4. Support the preparation of materials for corporate board meetings, investor relations, and roadshows
5. Collaborate cross-functionally to evaluate how internal processes impact funding and capital requirements
6. Manage debt agreement compliance and covenant tracking
7. Contribute to asset-liability management through hedging analysis and financial modeling
8. Conduct research on competitor capital markets activities and performance
9. Review and analyze legal documentation for all credit and funding agreements
10. Drive initiatives to reduce the overall cost of funds
11. Assist with audit processes tied to revolving credit facilities
12. Support the execution of new securitization transactions
13. Leverage Excel and SQL to build and maintain treasury reports and capital markets analysis
14. Design complex SQL tables and stored procedures to support multiple securitization programs

Requirements:

1. Bachelor’s degree in Finance, Economics, Business, Computer Science, or a related field
2. 3+ years of relevant work experience in finance or capital markets
3. Strong experience in SQL and data mining
4. Proficiency in Microsoft Excel
5. Strong academic track record
6. Experience with Capital Markets or Securitization highly preferred
7. Must pass pre-employment screening
8. Self-motivated, resourceful, and proactive
9. Excellent communicator with strong presentation skills
10. Highly analytical with exceptional attention to detail
11. Strong organizational and time management skills
12. Proven ability to handle multiple priorities and meet deadlines in a fast-paced environment
13. Team-oriented and collaborative mindset
14. High level of integrity and accountability

For confidential consideration, email [e-mail] or apply directly today!

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Analyst

Industries

Financial Services and Data Infrastructure and Analytics