Capital Markets Analyst Resume Sample
Camilla Marquardt
30376 Brando Center,
Boston,
MA
+1 (555) 744 5451
Work Experience
Senior Ratings & Capital Markets Analyst
05/2016
-
PRESENT
Philadelphia, PA
- Leverage a deep knowledge and understanding of the banking industry and work in conjunction with assigned account teams and solution leaders to prepare insightful analysis on trends and the implications of those trends for EY and the firm’s clients
- Willingness to transfer knowledge amongst the team
- Solid knowledge of MS Excel and PowerPoint
- Provides clear analytical insight and understanding of the specific domain, with responsibility for the execution of initiatives based on a detailed knowledge of the domain’s dynamics and drivers
- Identifies cross-sector Point of View (POV) sharing opportunities and collaborates with other domain teams on issues that cut across EY’s business activities
- Critical thinking and problem solving skills, ability to analyze and interpret data, financial analysis skills
- Good communication skills, ability to work both independently and collaboratively, demonstrate initiative
Capital Markets Analyst
08/2011
-
12/2015
Boston, MA
- Strong organizational skills, ability to execute on complex projects with autonomy and close attention to detail
- Adaptability to changes and shifts in priorities
- Multitasking skills, ability to manage competing deadlines
- Review and analyze client’s quantitative portfolio of data, legal documents and other materials as part of project due diligence process
- Good communication skills, ability to work both independently and collaboratively
- The SF Capital Markets Analyst I position is a key member of the secondary marketing operations/risk management teams. Team members’ responsibilities include the setting of daily pricing, perform quality control on daily ratesheets and loan pricing models, and management and production reporting
- Managing the fund portfolios (e.g. acquisitions, dispositions, mortgaging, etc.)
- Conducting financial analysis and due diligence related to potential strategic opportunities
MF Capital Markets Analyst
01/2009
-
06/2011
Chicago, IL
- Developing presentation materials for board meetings and prospective transactions
- Contributing to debt management activities (e.g., capital allocation, draws/paydowns, compliance, etc.)
- Interacting with external parties (e.g. bankers, attorneys, underwriters, auditors, etc.)
- Participating in investor relations responsibilities
- Supporting the team in additional ad hoc capacities
- Proficient in basic PC applications (Microsoft Excel/Word/PowerPoint/Outlook)
- Work in a face-paced environment, with strong competency on prioritization and task management
- Track market and lender activities; identify, understand and report on potential impact on the sub-portfolio or performance of MBS as applicable
Education
Washington State University Vancouver
2004 - 2009
Bachelor's Degree in Finance
Professional Skills
- Strong skills in Excel and PowerPoint. Bloomberg skills would be viewed positively
- Strong analytical, quantitative and modeling skills
- Strong Excel skills: Pivot Tables, Macros, and VLOOKUP and Sum product formulas
- Strong analytic and Excel skills
- Prior experience in banking, buy-side, structuring, or trading
- SQL skills, including coding
- Technical skills: MS Excel modeling, Bloomberg, Intex (desktop or dealmaker)
How to write Capital Markets Analyst Resume
Capital Markets Analyst role is responsible for excel, modeling, quantitative, financial, basic, research, reporting, coding, trading, analytical.
To write great resume for capital markets analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Capital Markets Analyst Resume
The section contact information is important in your capital markets analyst 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 Capital Markets Analyst Resume
The section work experience is an essential part of your capital markets analyst 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 capital markets analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular capital markets analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Capital Markets Analyst resume experience can include:
- Work in teams, adapt to change and multi-task are critical skills
- The ability to meet deadlines as well as the flexibility to change work priorities on demand based on trading priorities
- Experience: 1-3 years of related work experience
- Experience working within Investment Banking, Stockbroking or Professional Services
- Experience at an investment bank, buy-side firm, rating agency or top-tier accounting firm
- Relevant experience, including building Excel based financial models
Education on a Capital Markets Analyst Resume
Make sure to make education a priority on your capital markets analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your capital markets analyst 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 Capital Markets Analyst Resume
When listing skills on your capital markets analyst 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 capital markets analyst skills:
- Good oral communication and decision making skills,
- Technical skills: MS Excel modeling, Bloomberg, Intex
- Strong technical background and transaction experience in structured finance
- Experience in Treasury, Capital Markets, or related area with relevant experience
- Extraordinary client service skills
- Related prior professional or academic experience
List of Typical Experience For a Capital Markets Analyst Resume
1
Experience For Loan Capital Markets & High Yield Capital Markets Analyst Resume
- Two to five years of experience in a corporate work setting
- Assisting on-going monitoring of primary and secondary CMBS/CRE CLO market activity
- Executing a broad range of transactions covering securitisations, loan sales and financings across all industry sectors
- Assist sales team in prospecting new clients, developing sales strategies and relationship building
- Leverage Senior Calling Officer’s marketing efforts
2
Experience For Fixed Income Capital Markets Analyst Resume
- Manage projects critical to developing relationships with investors including banks, hedge funds, pension funds, and other finance companies
- Identify investor-related business challenges and opportunities for improvement, and recommend strategic or tactical solutions using supporting analysis
- Work with external partners whose models and pricing files are used in evaluating investments for the Bank's structured products portfolio
- Evaluate relative value trading strategies and conduct analysis to support the strategy of the group. Limited execution responsibilities
- Fundamental understanding of balance sheet analysis
- Coordinate internal and external parties for the securitization process (business leaders, underwriters, rating agencies, and contributors)
- Assist with the development of new investor products and funding solutions
- BS/BA in business, finance, accounting, economics, or similarly technical field
3
Experience For MF Capital Markets Analyst Resume
- Work in conjunction with other internal teams on collaborative projects: portfolio composition, investor reporting, due diligence, etc
- Work in conjunction with other teams on collaborative projects: portfolio composition, investor reporting, due diligence, etc
- Support bulk/co-issue sales with pricing/volume analysis
- Assist MSR hedging with risk analytics
- Responsible for Daily Flash and Official P/L reporting
- Extensive knowledge and understanding of loan, securities, and derivative products
- Streamlines and enhances existing processes
4
Experience For Capital Markets Analyst, Senior Resume
- Builds adhoc analysis, reporting and models as needed
- Internal / external speaking engagements
- Travel with members of our sales teams as necessary to support client sales, servicing and education
- Review current reporting practices and drive efficiencies through recommended process improvements and automation
- Support the daily distribution of rate sheets / pricing for all origination channels and delivery methods
- Collection, review and evaluation of market research, including rent comparables and quantitative assessment of market supply/demand
5
Experience For Senior Ratings & Capital Markets Analyst Resume
- Review and evaluation of property leases to assure accuracy of the property rent roll used for underwriting
- Prepares underwriting packages for internal review and submission to investors
- Prepare P&L reporting of RMBS, ABS, CMBS and CMO investments managed by Capital Markets team
- Knowledge of a programming language (Python, Java, VBA or SQL)
- Basic knowledge of credit structuring fundamentals
- Knowledge of derivative products and/or pricing
- Detailed knowledge of regulations affecting a Swap Dealer, Broker Dealer, Prime Broker, or FCM from and international (Non-US) perspective
- Participation in audits impacting the Operations division of a 'globally systemically important bank'
6
Experience For Debt Capital Markets Analyst Resume
- Develop and maintain relationships with street counterparties to improve Bank’s ability to hedge interest rate risk on customer derivative transactions
- Support the management of the Group Foreign Exchange and interest rate exposures
- Support execution of financing strategies for debt and equity transactions based on financing plan, the company’s financial performance, capital markets environment, and other relevant considerations
- Work in a high pressure environment with very tight deadlines
- Help negotiate and evaluate warehouse lines for our clients and LC
- Assist with due diligence process between warehouse providers and internal teams
- Support execution of new partnerships
- Keen interest in investment products and, generally, intellectual curiosity
7
Experience For PWM, Alternative Capital Markets, Analyst Resume
- Professional maturity and sound business judgment
- Superb attention to detail, very accurate and well organized
- Support correspondent mandatory desk
- New product development - collaborate with various internal teams to develop and finance products that fit the needs of both our borrowers and investors
- Internal infrastructure development - work with team members to enhance our in-house analytical capabilities
- Develop new investor relationships
8
Experience For Banking & Capital Markets Analyst Resume
- Collaborate with various teams to develop and finance products that fit the needs of both our borrowers and investors
- Work with team to enhance analytical capabilities
- Maintain production of daily P/L and market risk management reports
- Analyzing and advising on a broad range of financial matters to companies’ transaction teams and coordinating with legal, regulatory, accounting and other advisors
- Use financial industry and regulatory knowledge to guide Operations Teams though implementation committees, steering committees and implementation groups based on feedback from operational partners
- Thorough understanding of Derivatives, Fixed Income, Equities, and Debt Securities is mandatory
- Thorough understanding of regulations as they apply to a Swap Dealer Broker-Dealer, Prime Broker, and/or FCM from an Operations perspective. This includes: CFTC, SEC, FINRA, MSRB and SRO rules and regulations
9
Experience For Ratings & Capital Markets Analyst Resume
- FINRA registration including Series 99 or 7 (or FINRA recognized equivalents)
- Responsible for daily operational pooling processes or back-up to process
- Supports ongoing process enhancements within the team
- Responsible for margin call and pairoff notification and settlement process
- Inputs transactional activity into risk management systems
- Assists with the maintenance of execution (Innovient) and risk management (QRM) models
- Relationship management with strategic partners
- Product development / enhancement
- Analysis and provide assessment of trends in the ETF ecosystem
10
Experience For High Yield Capital Markets Analyst Resume
- Internal and/or external thought leadership
- Basic knowledge of ETFs and the ETF industry
- Develop and maintain various data and analytical reports that support, drive, and measure Capital Market / Corporate strategies
- Create accurate and impactful analysis and presentation materials to support senior management
- Direct collaboration with Relationship Managers and clients to collect relevant information from the client in a timely fashion
List of Typical Skills For a Capital Markets Analyst Resume
1
Skills For Loan Capital Markets & High Yield Capital Markets Analyst Resume
- Effectively present information and respond to questions from groups of managers and clients,
- Financial and analytical skills,
- Experience partnering with Operations to properly implement regulatory changes and providing guidance to Operations for seamless compliance
- Significant experience utilizing Excel for financial modeling
- Internship experience within financial services or a credible accounting firm
2
Skills For Fixed Income Capital Markets Analyst Resume
- Real Estate Finance, Investment Banking, and/or Fund Management experience
- Experience in banking
- Experience with large-scale implementations impacting multiple asset-classes and divisions
- Previous Bank Debt, Domestic Equities, and Mortgage Backed Securities experience
- Motivated and hardworking. Experience and willingness to drive innovation
- Demonstrates ability to work independently and on small teams
- 2-4 years of asset-backed, consumer asset, or specialty finance experience
3
Skills For MF Capital Markets Analyst Resume
- Experience in a related field
- Experience in the finance industry and structured finance
- Experience with Microsoft Office, especially Excel, is required
- Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
- Related finance experience
- Demonstrate proficiency with market data sources (Bloomberg, Yield book, etc). Remain current on dealer research/analysis and available third party analytics
4
Skills For Capital Markets Analyst, Senior Resume
- Supporting FlexShares Sales, including by producing and presenting competitive-product and market analysis
- Developing and maintaining business relationships with corporate clients and with legal, regulatory, accounting and other industry parties
- Underwriting economic elements (primarily using Excel) of the commercial real estate collateral to determine feasibility, according to traditional metrics
- Conducting multi-scenario analysis and presenting model results to senior management
- Collaborating with internal and external resources across legal, accounting, & third-party service providers
- Assessing risks, costs, and benefits of various capital and funding structures
- Providing client-facing input on origination and execution
- Evaluating clients’ strategic landscape and assessing recommendations on potential strategic actions
- Working closely with Compliance and Regulatory Relations parties to ensure operation process, improvements and impact deliverables are being met
5
Skills For Senior Ratings & Capital Markets Analyst Resume
- Providing clear direction to Operations Teams on current and upcoming federal regulations
- Monitoring and assessing intraday ETF market activity
- Producing and issuing weekly, monthly, and quarterly ETF capital markets reports
- Developing and supporting market participant relationships
- Providing analytical support and market data research and analysis
- Providing senior management with other analytical support
6
Skills For Debt Capital Markets Analyst Resume
- Sourcing - develop new investor relationships across products and asset classes
- Liaising with ETF Product Management to coordinate / support creation-unit transaction activity, as necessary
- Partnering with the internal departments in support of product development, business development and other strategic business initiatives
- Understanding of business and industry trends
- Existing knowledge of market participants and ability to develop client relationships across regions
- Understanding of Private Equity and appropriate use of valuation methodologies
7
Skills For PWM, Alternative Capital Markets, Analyst Resume
- Preparing and presenting asset and fund level cash flow and return models
- Conducting return sensitivity analysis for individual loans and portfolios
- Assisting in the development and implementation of financial models to study feasibility of new businesses and investment opportunities
- Maintaining best-in-class knowledge of regulatory, legal and market developments in the European ABS market
- Partnering with Legal, Audit, Business Management, Project Management, Finance, and Technology teams to connect the Operations to enterprise-wide goals
8
Skills For Banking & Capital Markets Analyst Resume
- Working knowledge of Microsoft office products especially Word and Excel,
- Support ongoing process enhancements within the team, including pooling and shipping testing for variances, new product rollouts, and system updates
- Basic working knowledge in conducting accretion/dilution, DCF, and other ad-hoc financial modeling
- O Support the analysis of securities and mortgage loans contemplated for the Bank's investment portfolio using existing trading models and spreadsheets
- Assist in the maintenance of capital markets models for pricing tail pools, bid tapes, and budgeting projections
- Daily reporting of Collateral Tracking of HUD Assignments
9
Skills For Ratings & Capital Markets Analyst Resume
- Clear loan exceptions preventing Treasury Department from Pledging Collateral to Warehouse Lines
- Capable of working independently and taking ownership of specific processes
- Coordinate legal, modelling and rating aspects of transactions
- Prepare reports (data mining, build reports, report formatting and analysis) and dashboards to support various departments
- Assist in preparing investor marketing material to position CommonBond's products
- Conduct surveillance/benchmarking/analysis of servicing portfolio performance
10
Skills For High Yield Capital Markets Analyst Resume
- Compile servicing financial analysis/reporting
- Assist with taking out and pooling whole-loan commitments
- Updates processes & procedures, creating work flows & enhancing documentation
- Develop daily reporting related to volume, profitability, trading activity, and market share
- Preparation and formatting of graphic components of the submission packages, including pictures, maps, graphs, tables etc
- Responsible for daily operational pooling and/or shipping processes
- Monitor RMBS, ABS and CMBS secondary trading activity, identify matching positions and potential new investments
List of Typical Responsibilities For a Capital Markets Analyst Resume
1
Responsibilities For Loan Capital Markets & High Yield Capital Markets Analyst Resume
- Manual Testing Experience and ability to documents all phases of QA process
- Meet deadlines as well as the flexibility to change work priorities on demand
- Articulate investment merits to potential capital partners, manage investor diligence process, participate in sourcing new investors
- Excel and Access, including Macros and VBA
- Proficient in other Microsoft applications including PowerPoint and Word
- Maintain monthly Management Reporting of Capital Markets & Final Doc Operations
- Maintain Position Report for Tail Reporting as a Sox Control
2
Responsibilities For Fixed Income Capital Markets Analyst Resume
- Create Alerts and Pull Reports from Loan Operating System as needed
- Collection, review and evaluation of relevant demographic and socioeconomic information
- Engages in periodic communication with borrower client and/or RM to both clarify information and resolve questions related to the property, market, sponsor etc. elements of a transaction
- Act as support for various daily departmental tasks
- Proficiency with preparation and evaluation of financial statements
3
Responsibilities For MF Capital Markets Analyst Resume
- Interpret a variety of instructions furnished in written, oral, diagram, or schedule form,
- Customer service orientation, and
- Input transactional activity into risk management systems
- Update processes & procedures, create work flows & enhance documentation
- Work within Capital Markets to administer surveillance analysis for different spread product investments
- Collateral analysis and stratification of jumbo whole loan bid tapes and RMBS securitization pools
- Work on ad hoc projects that support the Capital Market's review of investment products
4
Responsibilities For Capital Markets Analyst, Senior Resume
- Foundational knowledge in mortgages
- Work independently with a hands-on approach
- Build and maintain effective working relationships with all levels of customers, CoBank management, Farm Credit System investors, and commercial bank investors
- Creativity in developing efficient financial models with little to no available frameworks
- Successful completion of a background screen, reference checks, and drug test
- Outstanding communication skills: ability to articulate investment merits to potential capital partners, manage investor diligence process, participate in sourcing new investors
- Problem solve and work well in a fast-paced environment
5
Responsibilities For Senior Ratings & Capital Markets Analyst Resume
- Self-starter, organized, ability to complete projects independently
- Analyze and interpret legal documents (i.e. leases, credit agreements, easement agreements, etc.)
- Proactive contributor to teams
- Up-to-date with regulatory, legal and market developments in the European ABS market
- Candidates are proficient with business concepts, including operations risk and controls, meticulous with detail and capable of independently suggesting controls or improvements
- Solid quantitative foundation with analytical and strategic thinking skills, specifically around execution analysis, risk management, and financial/profitability considerations
- Fast Paced / Deadline Driven
6
Responsibilities For Debt Capital Markets Analyst Resume
- Work under pressure and a willingness to work overtime as required
- English/Mandarin fluency is essential
- English and Mandarin fluency essential
- Manage numerous internal and external stakeholders
- Basic knowledge of finance/accounting Strong analytical and quantitative skills Strong problem solving and project management skills Excellent written and oral communication skills Experience with spreadsheets and PowerPoint
- Provide Analysis and support for assumptions used in various capital markets models
7
Responsibilities For PWM, Alternative Capital Markets, Analyst Resume
- Create and Distribute Bid Tapes and Pool Stipulations to Broker/Dealers
- Assist Broker/Dealers with settlement of HMBS Securitizations
- Serve in a Dual Control Capacity to approve DVP Pool Tickets
- Create and Update Blanket Purchase Orders and ensure the prompt payment of Department Invoices
- Serve as backup for MERS System Analyst
8
Responsibilities For Banking & Capital Markets Analyst Resume
- Process Monthly GNMA Buyouts for RMS and Clients
- Assist Final Docs and work with Custodians to clear Final Certification Exceptions
- Monitor and Report GNMA Tolerance levels and direction along with Pools needed for Final Certification
- Create and Deliver Executed Monthly GNMA Tolerance Letter
- Complete Sox and Audit Assignments as Requested
- Work under pressure, multi-task, meet deadlines, and maintain focus
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