Associate Analyst Capital Markets

Associate / Analyst - Capital Markets

Reports to: Vice President – Capital Markets

Essential Functions

• Support end-to-end execution of RTL securitizations, including data preparation, collateral stratification, and coordination with internal and external stakeholders (banks, rating agencies, legal counsel, trustees, etc.)
• Analyze risks in securitized lending transactions and monitoring portfolio performance
• Perform detailed cash flow modeling, pool analytics, and scenario analysis
• Assist in managing the loan data tape process and ensuring accuracy, completeness, and compliance with securitization guidelines
• Coordinate and track third-party due diligence, including credit file review, property valuation, and compliance checks
• Prepare investor presentations, offering memoranda support materials, and responses to investor/RWAs during the marketing process
• Maintain and enhance securitization-related models, databases, and reporting tools with technology team
• Collaborate cross-functionally with credit, servicing, and operations teams to ensure successful execution and post-securitization performance tracking
• Financial modeling and analysis for all funding and hedging strategies
• Analysis including models and tools, corporate planning and market identification
• Maintain and update models, capital relationships, and relevant presentations
• Development and documentation of capital markets rationale and strategy, including preparation and presentation of investment memoranda and investor presentation materials
• Think critically and analyze information to provide meaningful insight and input around capital markets
• Planning, analyzing and underwriting capital market transactions
• Identifying transaction opportunities and investment strategies
• Negotiating debt and equity agreements
• Manage our debt-based capital structure, including projecting our short and long-term capital needs and providing funding recommendations as needed
• Partner with the product team on product strategy as it pertains to market execution of new financial products
• Gather and assess market intelligence on liquidity analysis, regulatory changes and exchange developments
• Manage Investor Relations

Competencies/Skills

• Demonstrated responsibility in the creation and execution of business process to achieve management goals
• Strong attention to detail with the ability to stay organized and problem-solve in a fast-paced environment
• Ability to articulate issues, problem-solve, and analyze with creative and outside-of-the-box thinking
• Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
• Effective organization and time management skills
• Capability to build trusting relationships internally and externally, and elicit confidence by demonstrating reliability
• Strong team player with the ability to work effectively in a cooperative and diverse environment
• Capacity to analyze processes, support change, and think operationally and strategically to achieve business goals
• Expert use of Microsoft Office Suite

Education and Experience

• Bachelor's degree in Finance, Economics, Real Estate, and/or a relevant field of study required
• 1–3 years of relevant experience in structured finance, capital markets, real estate private equity, or financial modeling
• Familiarity with residential mortgage or business-purpose loan securitizations (e.g., RTL, DSCR, Non-QM) is highly preferred
• Strong Excel and financial modeling skills; familiarity with Intex, Bloomberg, or similar tools is a preferred
• Well-versed in the raising of capital for private and/or public firms required
• Top-tier communication and interpersonal skills required