Senior Capital Markets Associate

Rocket Companies • Detroit, MI

1d

About The Position

As the Senior Capital Markets Associate, you'll lead the structuring, execution, and oversight of complex financing and portfolio transactions. You'll design and refine advanced financial models, oversee due diligence, manage investor presentations, and serves as a key liaison with internal and external partners. The Senior Associate drives strategic initiatives, mentors junior staff, and provides actionable insights to inform capital markets strategy and decision-making. About the role Lead development of sophisticated financial models, market analyses, and transaction materials for high-profile financing and portfolio initiatives Oversee and execute capital markets transactions, managing deal processes, timelines, workflow coordination, and stakeholder communications Direct ongoing portfolio monitoring, advanced performance analysis, and reporting, including identifying trends and recommending strategic actions Compile, interpret, and present complex data for investor presentations, senior management reviews, and strategic decision-making materials Collaborate with accounting, risk, operations, legal, and treasury teams to ensure seamless execution and compliance throughout the transaction lifecycle Monitor, analyze, and provide insights on market, competitor, and macroeconomic trends to guide deal strategy and portfolio management Mentor and train analysts and associates, fostering a culture of excellence and continuous improvement Contribute to process enhancement, best practices development, and cross-departmental initiatives

Requirements

• 5 years of progressive experience in financial services, banking, capital markets, or related investment roles, with a proven track record of leading complex transactions
• Bachelor’s degree in business, finance, economics, or related field; Master’s degree or MBA strongly preferred
• Advanced expertise in financial modeling, credit analysis, and structured products, with mastery of Excel and sophisticated financial analysis techniques
• Comprehensive understanding of a wide range of securities, deal structures, and the end-to-end capital markets transaction lifecycle
• Exceptional quantitative, analytical, and strategic problem-solving abilities, coupled with meticulous attention to detail
• Outstanding written and verbal communication skills, with demonstrated ability to present to senior leadership and external stakeholders
• Proven experience managing multiple high-impact projects simultaneously and mentoring junior team members in a collaborative environment

Nice To Haves

• Master’s degree in business, finance, economics, or related field
• Professional certification (e.g., Chartered Financial Analyst (CFA), Financial Risk Manager (FRM))
• Extensive experience leading transaction execution or working directly with financial institutions, investors, or capital markets clients
• Experience in fintech lending, structured finance, or alternative investments
• Demonstrated leadership in cross-functional initiatives and process improvement

Responsibilities

• Lead development of sophisticated financial models, market analyses, and transaction materials for high-profile financing and portfolio initiatives
• Oversee and execute capital markets transactions, managing deal processes, timelines, workflow coordination, and stakeholder communications
• Direct ongoing portfolio monitoring, advanced performance analysis, and reporting, including identifying trends and recommending strategic actions
• Compile, interpret, and present complex data for investor presentations, senior management reviews, and strategic decision-making materials
• Collaborate with accounting, risk, operations, legal, and treasury teams to ensure seamless execution and compliance throughout the transaction lifecycle
• Monitor, analyze, and provide insights on market, competitor, and macroeconomic trends to guide deal strategy and portfolio management
• Mentor and train analysts and associates, fostering a culture of excellence and continuous improvement
• Contribute to process enhancement, best practices development, and cross-departmental initiatives

Benefits

• Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too!
• We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life.
• We are proud to offer eligible team members perks and health benefits that will help you have peace of mind.
• Simply put: We’ve got your back.
• Check out our full list of Benefits and Perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level