Senior Capital Markets Analyst
About The Position
The Senior Capital Markets Analyst supports management of the company’s capital structure and works with Treasury Operations on short-term liquidity strategies and complex cash management activities. The role regularly interacts with senior management and teams across Treasury, Risk, Investments, Finance, Actuarial, Accounting, Treasury IT, and other business lines. Its scope includes cash and capital structure metrics, capital requirements, capital- and credit-related financing transactions, liquidity forecasting, reinsurance settlements, contingent funding plans and resources, and money market investments. The role also supports liquidity optimization, banking operations, cash forecasting, and treasury processes. It serves as a primary resource for resolving complex operational issues and identifying opportunities to improve cash management practices. The position is flexible and hybrid, with the option to work remotely or in an office; company and department gatherings may take place in person during the year.
Requirements
- Undergraduate degree in a related discipline.
- At least 7 years of experience with increasing responsibilities in Treasury, liquidity management, capital structure, and cash management.
- Professional depth in core areas of required expertise, such as capital markets transactions and capital structure modeling, including modeling balance sheets and statements of cash flows.
- Strong knowledge of treasury operations, banking products, liquidity forecasting, and cash management principles.
- Proficiency with treasury management systems, banking platforms, and financial reporting tools.
- Advanced analytical and problem-solving skills.
- Ability to manage relationships with people up, across, and down the organization.
- Advanced knowledge of MS Excel, Word, and PowerPoint.
Nice To Haves
- MBA, CPA, CTP, and/or CFA.
- Experience in corporate financial planning and analysis, corporate accounting, and/or a treasury function.
Responsibilities
- Develop and maintain liquidity, cash flow, and other Treasury projections and forecasts, analyzing actual results, trends, variances, and emerging funding needs.
- Understand the financing plan and support company and subsidiary capital structure activities in line with business objectives and risk appetite.
- Assist with maintaining and operating capital structure, cash, and cash management models and projections.
- Assist with developing management presentations.
- Monitor liquidity across Brighthouse Financial legal entities to ensure short-term cash needs are met.
- Assess trade-offs between liquidity and yields on excess working capital balances.
- Manage reporting, tracking, and stakeholder communication for material transactions, including settlement trackers, supporting analyses, milestones, and coordination.
- Assist with managing the contingent funding plan, contingent funding resources, and contingent liquidity facility deliverables.
- Partner with internal stakeholders and banking partners to address complex treasury operational matters.
- Support daily cash positioning, liquidity management, and bank reporting.
- Evaluate and recommend improvements to cash management processes, banking structures, accounting process integration, and treasury operations.
- Lead implementation of treasury and banking initiatives intended to improve efficiency, controls, and service delivery.
- Assist with ongoing Treasury processes and reporting, including weekly dashboards, quarterly financial reporting, trend analysis, and ad hoc deliverables.
Benefits
- Base salary of $110,000 to $130,000 plus performance-based incentives determined by company and individual results.
- Flexible work environment: work fully remotely or occasionally in the office.
- At least 20 days of paid time off and 16 paid company holidays per calendar year.
- Paid volunteer time and paid study time.
- 401(k) savings plan with company match up to 6% and an annual company nondiscretionary contribution of 3%.
- Employee stock purchase plan with a 15% discount.
- Financial counseling services.
- Medical, vision, and dental plans.
- Tax-free health savings accounts with potential company contributions up to $1,000 per family.
- Up to 16 weeks of paid leave for new parents.
- Back-up dependent care and dependent care flexible spending account.
- Reimbursement up to a $25,000 lifetime maximum for adoption, infertility, or surrogacy journeys.
- Company-paid basic life insurance and short-term disability insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
