What are the responsibilities and job description for the Analyst - CM position at CABRERA CAPITAL MARKETS LLC?
The Capital Markets Analyst will be an integral part of the Corporate Finance team and be responsible for servicing a client base across public/private markets. The person will work closely with the entire capital markets team and will regularly interact with investment, finance, operations and legal professionals as well as senior management within Cabrera Capital Markets.
Essential Duties And Responsibilities
- Assist with the creation/design of presentations for current and prospective clients
- Partner closely with internal stakeholders to provide data for pitch books and presentations
- Provide support to corporate finance team members related to meeting prep and follow up
- Prepare and distribute monthly/quarterly client activity reports
- Prepare/Develop comparable company and transaction data
- Respond to ad-hoc requests for information and conduct industry analysis
- Respond to surveys from industry publications
- Ensure that all client needs are consistently met and strive to exceed client expectations
- All other duties as assigned
- Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong communication and interpersonal skills
- Must be highly organized and demonstrate a strong attention to detail
- Self-confident and have the ability to maintain composure in challenging environments
Education & Work Experience / Required Licenses & Certificates
- Bachelor’s Degree required (Preferably within Finance or Marketing)
- FINRA Series 7, 63 licenses (or required within 6 months of hire)
Salary : $80,000 - $110,000