Analyst, Capital Markets Resume Sample
Erica Swaniawski
51729 Brekke Shores,
San Francisco,
CA
+1 (555) 301 0469
Work Experience
Senior Analyst, REI Capital Markets Group
04/2017
-
PRESENT
Phoenix, AZ
- An independent and creative thinker and proven ability to make decisions and generate ideas
- Follow the broad interest rate markets and develop insights on the impact of the macro markets on Fannie Mae’s interest rate risk management/Liquidity position
- Track market activities; provide daily pricing and transactional support to the team
- Assist in performing periodic model assessments to develop an intuitive understanding of changes in the mortgage interest rate risk and credit risk models
- Contribute to the process of model and technology improvement across various analytic and database tools. Participate
- Participate in team discussions, represent the desk in internal discussions with key stakeholders as needed and prepare
- Assisting in the overall monitoring of Canadian debt capital markets (flows, trends, funding opportunities)
Analyst, Capital Markets
10/2014
-
12/2016
Boston, MA
- Assisting in the preparation of transaction documentation and ensuring timely settlement
- Working closely with Global Markets, Corporate Banking and Investment Banking as part of the overall client coverage team
- Build proficiency with market data sources (Bloomberg, Yield book, etc.)
- Work with the Business Analysis team to write requirements and participate in testing as required
- Support the activities of multiple trading desks (Funding, Liquidity, Derivatives and MBS) as needed
- Support risk transfer transaction team by providing transactional support, tracking deal and market activities
- Develop understanding of internal valuation and risk models and use these tools to assist with transaction analysis
Analyst, Debt Capital Markets
02/2011
-
08/2014
Boston, MA
- Build proficiency with market data sources and other research platforms
- Participate in team discussions, represent the team in internal discussions with stakeholders as needed and prepare management reports
- Contribute to the process of data base improvement across various analytic and database tools
- Measure and monitor the market, liquidity and credit risk in the $250 billion balance sheet of mortgage securities and loans. Support portfolio's risk position with attribution to provide feedback to senior management on business strategies
- Assist in evaluating strategies and conduct analysis to support the strategy of the group
- Actively participate in team discussions offering insights and opinions, represent the desk in internal discussions with key stakeholders
- Develop and build strong relationships with internal customers
- Use internal valuation and risk models to assist with analysis
- Demonstrate proficiency with market data sources. Remain current on dealer research/analysis and available third party analytics
Education
Western International University
2006 - 2010
Bachelor's Degree in Finance
Professional Skills
- Strong quantitative skills with proven attention to detail
- Excellent Argus and Excel modeling skills (discounted cash flow, NPV, IRR, waterfalls, etc.)
- Strong selling and customer service skills are mandatory
- Strong data analysis, modelling, statistical analysis and spreadsheet skills
- Excellent presentation creation skills (PowerPoint, Word, etc.)
- High level of attention to detail and strong analytical skills
- Strong relationship management skills to build and maintain relationships with internal and external stakeholders
How to write Analyst, Capital Markets Resume
Analyst, Capital Markets role is responsible for modeling, excel, finance, quantitative, database, credit, securities, trading, immigration, design.
To write great resume for analyst, capital markets job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Capital Markets Resume
The section contact information is important in your analyst, capital markets resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst, Capital Markets Resume
The section work experience is an essential part of your analyst, capital markets resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, capital markets responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, capital markets position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Capital Markets resume experience can include:
- To support the team’s efforts in effectively covering clients to address their borrowing needs in debt capital markets
- Review and analyze the Liquidity and Funding Risk framework at Capital One and effectively communicate issues to management
- Results-oriented with ability to take initiative in seeking answers to complex and ambiguous problems and engage with team effectively
- Effectively challenge the business line’s processes, risk management practices and policies with well supported analysis and actionable conclusions
- Effectively communicate with management and peers over technical subject matter
- Excellent working knowledge of Excel (financial modeling)
Education on an Analyst, Capital Markets Resume
Make sure to make education a priority on your analyst, capital markets resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, capital markets experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst, Capital Markets Resume
When listing skills on your analyst, capital markets resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst, capital markets skills:
- Strong interpersonal skills to work with team members, other groups, and clients
- Good analytic skills set. Ability to work with data sets, interpret financial analyses, and perform spreadsheet analyses
- Good analytic skillset. Ability to work with data sets, interpret financial analyses, and perform spreadsheet analyses
- Strong organizational skills and can execute on project tasks
- Relevant experience within engineering, accounting, corporate/project finance or investment/corporate banking experience
- Superior problem solving & quantitative skills
List of Typical Experience For an Analyst, Capital Markets Resume
1
Experience For Capital Markets Risk Analyst Resume
- Provide/gather information through exceptional communication skills (both verbal and written)
- To support the development of advisory and product offering in line with DCM’s strategy and priorities
- Fixed income or capital markets experience, ideally related to mortgages
- Understanding of the San Antonio Metro area with specific understanding of surrounding submarkets
- Organizing Ratings Agency Meetings, Lender Meetings, and Investor Roadshows for private and public debt offerings
- Preparing detailed investor marketing materials, including CIMs and lender presentations
- Prepare refinancing analyses for clients, taking into account among other things pricing, tenor, taxes and accounting implications
2
Experience For Analyst, Debt Capital Markets Resume
- Prepare US dollar, Euro and Sterling bond pricing spreadsheets, as well as other currencies
- Conduct ad hoc analyses on research projects that aim to at identify emerging risk trends and quantify the impacts of recent regulatory changes
- Write a convincing business case
- Update procedures and look for opportunities to improve processes
- Interaction within the BBVA Group
3
Experience For Analyst DCM High Yield Capital Markets Resume
- Maintenance of internal reports and their distribution to the appropriate areas
- Identification and use of research and tools
- Attend due diligence conference calls
- Liaise with Legal (SEGL JUR) for the review and sign off on various bond documentation (Engagement Letter, Purchase Agreement, AAIP, Offering Memorandum and Commitment Documents)
- Keep record of various documents related to the transaction
- Support Bond Syndicate in the approval process (fiche comite)
4
Experience For Analyst, Debt Capital Markets, Ceemea Resume
- Take care of execution logistics (Net roadshow, investor profiles of investors for the issuer representatives)
- Prepare deal post-mortems (one page deal reviews, investor order book analysis)
- Interaction with corporate high yield clients and financial sponsors at junior levels and managerial levels
- Interaction with peers and lawyers and junior and mid levels
- Propose, design and/or enhance existing reporting infrastructure to strengthen the format and content delivered to senior management within the Risk, Commercial Bank, M&A and Treasury divisions
- Develop a strong understanding of the regulatory environment and assist in the build out of the governance framework, related policies, standards and procedures governing firm-wide liquidity risk management
5
Experience For Analyst, Capital Markets, Baltimore Resume
- To support the team’s efforts in the effective and responsible execution of bond mandates
- To support the development of the DCM client base in line with GLFI’s and SG Group’s strategy and priorities
- Proficiency with Microsoft Office, specifically Excel and PowerPoint
- Comfortable with mathematical, quantitative finance, market/liquidity risk measurement skills (i.e. Duration, Convexity, Value-at-Risk, Stress Testing); basic statistics
- Related business experience is a requirement
- Able to communicate complex quantitative concepts to non-technical audiences
- Familiarity with standard concepts, practices, and procedures associated with real estate finance, such as LTV, DSCR, capitalization rates, interest rates (fixed, variable, taxable, tax-exempt)
- Knowledge of Microsoft office (Word, Outlook, Access)
6
Experience For Analyst, Capital Markets Group Resume
- Working with sales distribution team to develop syndication strategies with targeted investor lists and populate and manage virtual data room information and access
- Organizing Ratings Agency Meetings, Lender Meetings and Investor Road shows for private and public debt offerings
- Supporting junior and senior team members within Debt Capital Markets / Leveraged Finance, Corporate Finance Industry Coverage, and Sponsor Coverage in the execution of leverage finance transactions
- Performing extensive projection modeling for a variety of transaction scenarios, leveraging diligence findings to develop additional modeling scenarios, and presenting findings for internal approval teams
- Working with the sales distribution team to develop syndication strategies and answering lender / investor due diligence questions during syndication
- Working with legal counsel and clients / Sponsors to draft and negotiate all legal documentation
- Coordinating with senior bankers to provide indicative transaction structure and pricing guidance based on financial projection model and comparable transaction analysis
- Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction financing scenarios to help the firm’s corporate and sponsor clients with achieving their financial and strategic objectives
- Participate in CMG meetings to update colleagues on activity, market information, new business generating efforts, prospects and market knowledge and trends
7
Experience For Senior Analyst, REI Capital Markets Group Resume
- Drive and Motivation – Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intently towards challenging goals
- Create and update property information and deliverables
- Understand CMG business strategy, analyze business processes, propose Business Intelligence solutions and assist with various thought leadership initiatives
- Create, edit, and/or prepare
- Monitor US Treasury market activity and Economic releases on a daily basis
- Understand the different documentation requirements across different issuance platforms and markets
8
Experience For Analyst, REI Capital Markets Group Resume
- Work in conjunction with the Derivatives, Syndicate and LAF, Corporate and Financial teams
- Work in conjunction with the DCM, Derivatives, Syndicate and LAF teams, as well as the Corporate, Financial and country specific coverage teams
- Communication skills – Strong communication skills needed. Communicates what is relevant and important in a clear and concise manner, shares information and new ideas with others
- Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others’ contributions
- FINRA series 63 and 79 licenses are required. Manager can allow a contingency period to obtain licenses at their discretion
- A credit background and familiarity with the full range of Group products and services is an asset
- Local language would be an advantage
9
Experience For Analyst, Infrastructure Capital Markets Resume
- CFA or MBA in a relatable field (Finance, Economics, Risk Management)
- Travel. Ability to regularly work extended hours
- Regularly required to sit for extended periods of time; frequently required to stand, walk, and use business equipment daily such as computer, copier, fax, telephone, etc.; frequently required to reach overhead, bend, and lift objects of up to 25 lbs
- ARGUS real estate software use
- Proficiency in the use of ARGUS real estate software
- Utilize models to analyze trades, value positions and report on performance
10
Experience For Capital Markets Portfolio Analyst Resume
- Well organized, be able to work independently as well as a member of the team
- Communicate clearly both orally and written
- Function remotely and proactively engage with team members
- Work with large amounts of data and familiarity with database tools
- Create Commercial Mortgage Investment Committee investment briefs
List of Typical Skills For an Analyst, Capital Markets Resume
1
Skills For Capital Markets Risk Analyst Resume
- Demonstrate strong ethics and integrity
- Work effectively in a team environment and independently as required
- Work effectively in a fast-paced, team oriented environment, and deliver results under tight timelines
- Work effectively in a fast-paced, team-oriented environment, and deliver results under tight timelines
- Experience analyzing and interpreting financial statements
- Work well under pressure while prioritizing competing deadlines
- Capable of building and maintaining strong relationships with internal and external stakeholders
- Experience in either Capital Markets Risk Management, Liquidity Management, Treasury Management, or Funds Transfer Pricing (FTP) Operations
2
Skills For Analyst, Debt Capital Markets Resume
- Experience using SQL and/or VBA
- Experience using Bloomberg/Reuters
- Experience using Quantitative Risk Management (QRM) software
- Capital markets or investment banking experience
- A good theoretical understanding of financial concepts
- Strong understanding of fixed income markets and products
3
Skills For Analyst DCM High Yield Capital Markets Resume
- Preference for professional designation (CFA or similar) or demonstrated progress towards obtaining
- Related experience in mortgage banking and/or capital markets
- Related experience in mortgage related financial services and/or transaction structuring and deal management
- Partner with different divisions within the company and develop strong working relationships
- Ten (10) years Financial Services experience
- Demonstrated interest in working in capital markets and/or infrastruture role
- Dynamic, flexible, and effective communicator
- Direct and significant real estate experience in the realm of real estate investment, investment sales brokerage or asset management
- Strong attention to detail and superior work ethic is required
4
Skills For Analyst, Debt Capital Markets, Ceemea Resume
- Some commercial real estate industry work experience is required
- Related experience in mortgage related financial services and/or MBS institutional sales/capital markets
- Proven ability to develop customer relationships
- Related experience in mortgage related financial services and/or the mortgage insurance market
- Solid knowledge of Microsoft office tools such as PowerPoint, Excel and Word
5
Skills For Analyst, Capital Markets, Baltimore Resume
- Collect and consolidate investor feedback
- Understanding of mortgage origination pipeline management including pricing, pooling and delivery
- Participating to drafting sessions of offering memorandum and occasionally at the printer’s premises
- Conducting accounting, business, and legal due diligence for both credit approval and underwriting approval processes
- Understanding and development of financial modeling, financial statement analysis, derivative instruments
- Understanding of risk management, valuation, and trading desk activities
6
Skills For Analyst, Capital Markets Group Resume
- Understanding of financial tools and concepts is necessary
- Understanding of financial tools and financial concepts is necessary
- Carrying out due diligence alongside internal bankers and senior originators
- Interacting throughout the execution process with other sell-side firms, junior lawyers, accountants, auditors, trustees and printers
- To support the team’s efforts in developing and maintaining a track record of winning bond mandates in addressing clients’ borrowing needs
- Assist senior originators during the drafting of marketing sections of offering memorandum
- Familiar with risk limit setting, monitoring, and measurements (e.g. VaR, Greeks, stress testing, etc.)
7
Skills For Senior Analyst, REI Capital Markets Group Resume
- Manage billing and monthly remittance reviews (including Receipts & Disbursements ‘R&D d/b’ processing)
- Contribute to the preparation of debt capital markets proposals and marketing materials, including internal memos
- Research and analyze market information to incorporate prudent modeling assumptions. Assist in market underwriting
- Ability handling large data sets and conducting quantitative analysis
- Hard working, multi-tasking, collaborative team player
8
Skills For Analyst, REI Capital Markets Group Resume
- Proficiency with using and communicating basic statistical concepts
- Preparation and monitoring of the bond closing process
- Actively participating to preparation of rating agency, road-show and sales-force material
- Proactively engage in and provide analytical support for various on-going liquidity, funding, and FTP oversight processes/projects
- Assist in developing debt funding strategy
9
Skills For Analyst, Infrastructure Capital Markets Resume
- Maintain an understanding of investments and funding guidelines, market risk policies, liquidity risk policies, credit risk policies, and capital policies
- Provide support in the preparation of internal credit proposals, involving detailed credit and market analysis
- Extensive understanding of corporate finance and real estate finance
- Quick learning, self-motivated with the ability to thrive under minimal supervision
- Exposure to and firm understanding of financial concepts with time value of money
10
Skills For Capital Markets Portfolio Analyst Resume
- Knowledge of key themes impacting capital markets and investment real estate
- Maintain and input loan submissions information and provide regular reporting
- Provide analytical support to Capital Markets loan closing and mortgage asset management staff as needed
- Manage Gilt lists, KYC process, Wall crossing procedures, all in line with regulatory / legal requirement and internal policies
- Complete Permanent Supervision file after closing
- Interact with key stakeholders to evaluate the liquidity and funding risks inherent in business strategies and provide support for balance sheet analysis
List of Typical Responsibilities For an Analyst, Capital Markets Resume
1
Responsibilities For Capital Markets Risk Analyst Resume
- Assist in the preparation of weekly market updates for internal and external clients, discussing loan and bond market conditions and trends across the U.S., Latin America and Europe
- Identify appropriate pricing parameters for issuers in context of relevant market and peer groups. Prepare and maintain the debt capital markets pricing analysis database
- Manage internal deal process through closing and manage deal files. Facilitate reporting of debt capital market transactions to the major external financial information providers
- Assist with financial modeling to underwrite and analyze mortgage loan investments
- Coordinate, compile, review and summarize property-related due diligence materials. Work with brokers and principals on issues related to asset due diligence. Coordinate with appraisers and other due diligence vendors as required
2
Responsibilities For Analyst, Debt Capital Markets Resume
- Coordinate with systems personnel to continually develop the infrastructure to support business and modeling needs. This includes the portfolio collection and aggregation process, access to appropriate market information and utilization of different pricing methodologies to estimate fair value, and database capabilities which satisfy reporting and analysis needs
- Supporting Managing Directors, Vice Presidents, Associates within the Debt Capital Markets / Leveraged Finance, Corporate Finance Industry Coverage and Sponsor Coverage teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives
- Monitoring business continuity and resiliency by maintaining a comprehensive and executable disaster recovery plan and Business Impact Analysis (BIA). This includes systemic and site/location disaster recovery, ensuring recovery site contains all required hardware, support management in coordinating team relocation, and connectivity validations for all required applications
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