Senior Capital Advisory Officer

Initio Capital; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Initio Capital in New York is seeking an Analyst focused on capital advisory. This early-career role requires strong financial modeling and analytical skills, providing hands-on exposure to various financing strategies.

Responsibilities include supporting advisory engagements, building financial models, conducting market research, and assisting with client presentations. A Bachelor’s degree in Finance or related field is required, along with proficiency in Excel and PowerPoint. The position offers a hybrid work environment.

Qualifications

• Bachelor's degree in a relevant discipline is required.
• Strong understanding of capital markets and corporate finance.
• Prior internship in investment banking or related field beneficial.

Responsibilities

• Support advisory engagements related to capital structure optimization.
• Build and maintain financial models.
• Conduct industry, credit, and market research.

Skills

Financial modeling

Analytical skills

Communication

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related discipline

Tools

Excel

PowerPoint

Financial research platforms

Job description

Location: New York, NY (Hybrid)

Employment Type: Full‑Time

Industry: Investment Banking / Financial Services

Experience Level: Analyst / Early Career

Compensation: Competitive base salary + performance bonus (varies by employer)

This posting reflects a typical early‑career role focused on advising companies on capital structure, financing strategy, and capital markets execution. The role is designed for candidates seeking hands‑on exposure to capital advisory mandates, including leveraged finance, recapitalizations, growth capital raises, and balance sheet strategy, with close collaboration with senior bankers and direct involvement in strategic financing decisions.

Key Responsibilities

• Support advisory engagements related to capital structure optimization and financing strategy
• Build and maintain financial models including capital structure, cash flow, leverage, and coverage analyses
• Analyze debt and equity financing alternatives, including private placements and capital markets solutions
• Assist with execution of debt, equity, and hybrid capital raises
• Conduct industry, credit, and market research to support capital advisory recommendations
• Prepare pitch books, capital structure analyses, and investment committee materials
• Support due diligence, lender and investor outreach, and transaction documentation
• Coordinate with internal teams and external stakeholders including lenders, investors, and legal advisors
• Assist senior advisors with client presentations and strategic recommendations

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
• Strong understanding of capital markets, corporate finance, and capital structure fundamentals
• Advanced financial modeling and analytical skills
• Strong written and verbal communication abilities
• Ability to manage multiple workstreams in a fast‑paced, transaction‑oriented environment
• High attention to detail and strong organizational skills
• Prior internship or experience in investment banking, capital advisory, corporate finance, credit, or consulting is beneficial
• Proficiency in Excel, PowerPoint, and financial research platforms