Capital Markets Analyst

Equitable•Charlotte, NC

3h•$85,000 - $115,000•Hybrid

About The Position

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? The Corporate Treasury team is responsible for managing the company’s cash, debt, equity, capital, and liquidity positions. We are looking for a high-performing analytical and collaborative individual to join our finance organization. This opportunity affords significant exposure and impact on the company’s corporate finance profile and strategic outlook, as well as tremendous professional development in a high paced and dynamic environment. You’ll have an interesting mix of strategic and operational responsibilities to manage projects from beginning to end.

Requirements

Bachelor’s degree with major in finance, accounting, and/or economics preferred
2+ years of experience in treasury, corporate finance, investment management or other related field
Established financial modeling skills and experience with short and long-term forecasting
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Institutional Finance: Knowledge of finance, financial methods, tools and strategies; ability to employ them in private and public corporations.
Investments: Knowledge of the investments business; ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.
Liquidity Management: Knowledge of liquidity management; ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's short-term cash position for optimum benefit.
Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Treasury Management: Knowledge of the principles and methods of managing treasury; ability to use tools, techniques and processes to maximize the value of an organization's financial assets and revenue while minimizing risk.
Treasury Services: Knowledge of treasury services; ability to properly use treasury products and services, and adopt business practices that are in use by banks, financial services institutions, major corporations, governments and other entities.

Nice To Haves

Experience with corporate debt and equity structures, including modeling of debt and equity transactions, and analyzing financial risk (e.g. interest rate and equity sensitivities)
Experience with spread lending programs at insurance companies and understanding of various spread lending product types
Experience with Federal Home Loan Banks and/or Farmer Mac
Ability to develop cross-functional relationships to build cohesive and collaborative teams, acting as strategic driver and manager of key strategic initiatives
Effective communication and presentation skills, whether for internal or external stakeholders and partners
Executive presence required to present to senior management
Detail-oriented, always checks work and takes pride in producing exceptional deliverables
Established critical thinking, sound judgment, complex problem-solving and execution skills
Proven initiative and motivated to learn about all aspects of the company's business model

Responsibilities

Support future debt and equity financing transactions through the production of data analytics, forecasts, presentations and assisting with corresponding due diligence process
Monitor and produce key metrics including leverage and coverage ratios, weighted average cost of capital, and other Treasury and capital structure metrics
Assist in growing spread lending program, including coordination and execution of borrowings with Federal Home Loan banks and Farmer Mac
Prepare documentation and materials to support quarterly financial reporting for Spread Lending product line and other Treasury related disclosures
Assist with execution of Equitable’s capital return program, including dividends and share repurchases and track progress towards stated goals
Prepare quarterly credit facility covenant reporting and compliance packages
Manage calendar and execution of debt service across the capital structure
Monitor the company’s bank scorecard to facilitate the balance of trade between Equitable and banking partners
Keep up to date with capital markets, credit ratings, interest rates, and other KPIs relevant to the company's capital markets, debt, and spread lending programs
Ad hoc projects as assigned by Treasury leadership