📍 New York City (Hybrid)
We’re partnering with a highly respected publicly traded financial services platform undergoing significant growth and evolution across its capital markets strategy.
In this role, you’ll sit at the intersection of public markets, capital strategy, investor communications, and balance sheet management — helping drive decisions around how the company funds and scales its business. You’ll support initiatives tied to ATM programs, preferred equity, unsecured debt, follow-on offerings, and share repurchases, while closely monitoring equity markets, trading activity, shareholder behavior, ETF flows, and broader market trends to deliver actionable insights to leadership.
You’ll also build sophisticated forecasting and scenario analysis models, evaluate capital structure strategies, and create executive- and board-level materials that directly support capital allocation and growth decisions. The position partners closely with Treasury, FP&A, Accounting, Legal, Investor Relations, and executive leadership, while also interacting with bankers, research analysts, and external market participants on financing initiatives and strategic growth opportunities.
🚀 Why This Opportunity Stands Out
✨ High-impact, highly visible role with direct access to executive leadership
📊 Influence real-time capital allocation and funding decisions at a growing public company
🏛 Blend strategic thinking with hands-on capital markets execution
📈 Front-row exposure to equity markets, financing activity, and long-term growth strategy
🤝 Lean, collaborative environment where strong performers can make an immediate impact
🧠 Opportunity to shape board-level materials, market analysis, and capital structure strategy
✅ What We’re Looking For - Must-Haves
- 7–10 years of experience within capital markets, banking, REITs, mortgage finance, or broader financial services
- Strong understanding of public markets, equity trading dynamics, and capital stack management
- Experience supporting capital raises, financing strategies, or strategic capital allocation initiatives
- Advanced Excel modeling skills and Bloomberg proficiency
- Strong executive communication and presentation abilities
- Experience creating board-facing analyses and leadership materials
- Bachelor’s degree in Finance, Economics, Accounting, or related field
Nice-to-Haves
- Investment banking or sell-side capital markets experience
- Exposure to ATM programs, preferred equity, follow-on offerings, or share repurchases
- Mortgage REIT or MBS market exposure
- Python, R, or VBA experience for analytics and data visualization
- Experience supporting M&A or strategic growth initiatives
- CFA designation (or progress toward CFA)
🎯 Ideal Profile
- Naturally curious and highly analytical
- Proactive with a strong ownership mentality
- Comfortable operating in a lean, high-accountability environment
- Able to turn complex financial data into executive-level insights
- Collaborative, low-ego, and confident communicating with senior stakeholders
💰 Compensation & Work Environment
- Base salary around $200K + performance bonus
- Hybrid schedule (Tuesday–Thursday in-office)
- Located in New York City
- High-impact role with significant visibility and long-term growth potential
