Capital Markets Strategy Manager

Job Description

Equity & Capital Markets Senior Analyst | Talent Harbor

The Tone:
This is a full-time hybrid role at a highly respected publicly traded financial services platform, located in New York City. The company is experiencing significant growth and evolution in its capital markets strategy. This Senior Analyst position is crucial, sitting at the intersection of public markets and capital strategy, directly driving decisions on how the company funds and scales its business, offering high impact and visibility.

The TL;DR
• Role: Senior Analyst
• Type: Full-time
• Location: Hybrid, New York City, NY
• Pay: $200000 yearly
• Mission: Drive decisions around how the company funds and scales its business through capital markets strategy and execution.
• Tech Stack: Advanced Excel, Bloomberg, Python, R, VBA

What You’ll Actually Do
• Drive capital markets strategy by sitting at the intersection of public markets, capital strategy, investor communications, and balance sheet management.
• Support key financing initiatives, including ATM programs, preferred equity, unsecured debt, follow-on offerings, and share repurchases.
• Deliver actionable insights to leadership by closely monitoring equity markets, trading activity, shareholder behavior, ETF flows, and broader market trends.
• Build sophisticated forecasting and scenario analysis models to evaluate capital structure strategies and inform capital allocation.
• Create executive- and board-level materials that directly support critical capital allocation and growth decisions.

The Must-Haves
• Background: Bachelor’s degree in Finance, Economics, Accounting, or a related field, with a strong understanding of public markets, equity trading dynamics, and capital stack management.
• Experience: 7–10 years of experience within capital markets, banking, REITs, mortgage finance, or broader financial services, including supporting capital raises, financing strategies, or strategic capital allocation initiatives, and creating board-facing analyses and leadership materials.
• Skills: Advanced Excel modeling skills, Bloomberg proficiency, and strong executive communication and presentation abilities.
• Bonus: 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, or a CFA designation (or progress toward CFA).