Capital Markets Associate Resume Samples

Description :

1. Drafted and negotiated primary transaction documents and agreements.
2. Communicated with clients and transaction counterparties.
3. Worked collaboratively to manage all aspects of our work.
4. Supported the practice as needed.
5. Embraced teamwork and contributes to a supportive and inclusive work environment.
6. Supported existing sales relationships across cash and derivatives.
7. Grown and built own client relationships.

Experience

2-5 Years

Level

Junior

Education

MBA in Finance

Description :

1. Multi-tasked in a time-sensitive, fast-paced environment; attention to detail mandatory.
2. Owned client relationships and implemented the first lender-borrower relationship platform for the debt capital markets.
3. Advised clients on capital management best practices and helped integrate Finley with existing systems.
4. Worked collaboratively with the Product and Engineering teams to design and deliver products that fit the needs of companies in finance, real estate, and other core business segments.
5. Became an expert on structured finance (no worries, well fill you in!) and how technology can bring standardization to a field accustomed to legacy technology.
6. Helped grow the Finley team by helping interview job candidates, mentor new team members, and document standard operating procedures.
7. Understood every detail of a customers workflows and capital markets operations, owning all aspects of the customer experience.
8. Conducted comprehensive market analysis to identify investment opportunities, resulting in a 25% increase in portfolio returns over two years.

Experience

2-5 Years

Level

Junior

Education

BA in Economics

Description :

1. Prepared and served as compliance and reporting point of contact for all capital markets activities.
2. Prepared marketing materials.
3. Developed and maintained databases and tracked the interest rate environment.
4. Provided research and analysis as deemed necessary by the Capital Markets staff.
5. Maintained the marketing pipeline and deal tracking history.
6. Provided phone support as needed.
7. Understood of syndicate offeringsunderwriting, investment research, alternative investments and non-conventional investments.

Experience

2-5 Years

Level

Junior

Education

MS in Finance

Description :

1. Understood investment banking functions, primarily the capital raising process, and can clearly articulate the groups value proposition.
2. Maintained existing client relationships through frequent interactions with clients and prospects. 
3. Prepared monthly billing files for these clients.
4. Performed extensive financial statement modeling for a variety of transaction scenarios.
5. Assisted in management of Yum! Franchise Guaranty Programs.
6. Executed daily share repurchase activity and track broker performance.
7. Developed recommendations for share repurchase strategy and lead execution.

Experience

5-7 Years

Level

Junior

Education

BBA in Finance

Description :

1. Prepared complex and sophisticated financial and market analysis for a broad range of real estate transactions including debt financing, joint venture equity investments, and investment sales.
2. Prepared clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals, andor reports.
3. Worked performed by the vendor and provided service to the Stock Loan desk.
4. Supported capital markets and asset-backed securitization (ABS) functions of the company, including review of transaction data, collateral information, due diligence, cash flow models, and transaction documents.
5. Read, abstracted, and analyzed complex legal real estate-related documentation to include leases, financingloan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the real estate transaction.
6. Worked with the sales distribution team to develop syndication strategies with targeted investor lists and populate and manage data room information and access.
7. Prepared proposals and offering materials for new or existing assignments and pursuits utilizing effective work planning capabilities.

Experience

5-7 Years

Level

Junior

Education

MSc in Finance

Description :

1. Ensured programs are established and conducted in compliance within deal agreements.
2. Coordinated with Finance to ensure accurate forecasts for planning funding requirements, notices, and trigger monitoring.
3. Analyzed the positioning of the securitized assets across the firm's accounts and identify any irregularities.
4. Prepared presentation and marketing materials including market updates, primary and secondary comparables, side by side analysis, financing proposals.
5. Actively collaborated in the approval process and credit analysis of prospective transactions.
6. Supported execution of transactions including preparation of informationoffering memorandum, bankinvestor meeting presentations and bondloan documentation.
7. Ensured contract breaks are resolved daily, ensuring marks are applied, and analyzing trends for securities lent and borrowed.

Experience

2-5 Years

Level

Junior

Education

BSc in IE

Description :

1. Performed financial analysis including analyzing cash flow projects and creating ARGUS valuation models.
2. Worked on a small team as an integral part of capital markets strategy decision-making.
3. Structured, negotiated, and executed debt transactions in a variety of categories including bank facilities, securitizations, and other public and private unsecured programs.
4. Led diligence processes to help financing counterparties understand Enovas assets and business in order to receive, evaluate, and provide feedback on term sheet proposals.
5. Supported and managed investor due diligence and audits, including data accessibility.
6. Helped build relationships with existing and potential investors through introductory meetings (phoneconferences), due diligence sessions, and data requests.
7. Coordinated the processes across internal and external stakeholders to identify and pledge eligible collateral.

Experience

5-7 Years

Level

Junior

Education

MBA in Corp Fin

Description :

1. Developed and maintained financial models to analyze trends, including discounted cash flow, leverage buyout, cost of capital analysis, merger models, abilitytopay, valuecreation, operating models, and 3 3-statement models.
2. Performed comprehensive valuation analysis using comparable companies and precedent transactions.
3. Prepared client presentation materials, internal approval memos, and marketing documents including roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions.
4. Conducted research using Factset, Capital IQ, Bloomberg, Thomson, and Factiva to analyze market data and competitive dynamics.
5. Conducted detailed analysis of legal, loan, and financial documents to understand a companys capital structure.
6. Reviewed and analyzed clients quantitative portfolio data, financing and partnership agreements, legal documents, and other materials as part of the project due diligence process.
7. Influenced and helped drive business decisions that support Yums financial strategies and capital structure.

Experience

2-5 Years

Level

Junior

Education

BBA in Finance

Description :

1. Attended client meetings, events, and conferences as a representative of the NBCFI NY Sales team.
2. Worked with internal trading and DCM teams to coordinate information flow, and conferenceroadshow meetings.
3. Learned and grown product knowledge quickly working closely with senior members of the franchise.
4. Performed financial analysis, including valuations and merger consequences.
5. Drafted and negotiated engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
6. Assisted in the preparation of fairness opinions, including providing industry expertise and guidance on the selection of appropriate comparable companies and comparable acquisitions.
7. Helped the team create pitch and marketing materials, transaction documents, investor presentations, internal valuation, and diligence materials, and also managed transaction processes day-to-day.

Experience

0-2 Years

Level

Junior

Education

MS in Fin Eng

Description :

1. Contributed to several projects at once and worked effectively as an individual and as part of a team.
2. Prepared screening materials, including KYC, company positioning, and peer benchmarking.
3. Executed and advised on various MA, initial public offerings, followons, mandatory convertibles and exchangeable debt offerings, spin-offssplit-offs, debtforequity exchanges, recapitalizations, and private placements.
4. Collaborated with Engineering, Design, and Product functions in addition to go-to-market teams. 
5. Stayed intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table.
6. Designed for a range of stakeholders (think borrowers, lenders, and banks) and source systems. 
7. Designed for the long-term, helped recruit, train, and mentor a team of capital markets professionals at Finley.

Experience

7-10 Years

Level

Management

Education

BA in Public Pol