Capital Markets Associate

Prequel Solutions•Pittsburgh, PA

About The Position

Our client is seeking a finance professional to join its Capital Markets team and support day-to-day balance sheet and market activities. This individual will monitor fixed-income markets, assist with financial and market analysis, support transaction execution and related operational processes, and collaborate with teams across the organization. This is a strong opportunity for someone with a background in banking, investments, treasury, or financial markets who wants to deepen their exposure to capital markets and asset/liability management.

Requirements

5 years of experience in banking, financial services, investments, treasury, or a related financial environment.
Experience working with financial or investment models used to evaluate securities, investments, funding alternatives, or balance sheet decisions.
Understanding of financial risk concepts and the metrics used to evaluate market and balance sheet risk.
Strong knowledge of fixed-income markets, with exposure to areas such as agency securities, mortgage-backed securities, derivatives, Treasuries, repo, or federal funds.
Understanding of asset/liability management (ALM) and how market conditions can affect a financial institution's balance sheet.
Ability to analyze and interpret financial statements and financial data.
Ability to work effectively with financial modeling and analytical software.
Capital

Responsibilities

Monitor fixed-income markets and evaluate trends, pricing movements, and developments that may impact the organization's balance sheet and capital markets activities.
Conduct financial, market, and portfolio analysis to support funding, investment, and balance sheet decisions.
Prepare both recurring and ad hoc analyses and communicate key findings and recommendations to Capital Markets leadership and internal stakeholders.
Support the execution and processing of transactions across areas such as debt, derivatives, mortgage-backed securities, Treasury securities, repurchase agreements, and federal funds.
Execute transactions within established risk parameters and in alignment with organizational objectives.
Assist with evaluating investment and funding opportunities using financial models and analytical tools.
Develop an understanding of the organization's interest-rate, liquidity, and broader market-risk framework and apply that knowledge to day-to-day activities.
Identify emerging market developments, risks, and opportunities and proactively bring relevant issues to the attention of the team.
Partner with teams including Risk Management, Finance, Legal, Operations, Model Validation, and IT to support Capital Markets initiatives.
Maintain compliance with applicable internal policies, procedures, and regulatory requirements.
Contribute to additional Capital Markets projects and initiatives as business needs evolve.