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Equitable · 5 days ago

Capital Markets Analyst (HYBRID)

New York, NY

Full-time

Hybrid

Entry, Mid Level

$85K/yr - $115K/yr

2+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Capital Markets Analyst to support the Corporate Treasury team in managing the company’s cash, debt, equity, capital, and liquidity positions, with responsibilities including data analytics for financing transactions and monitoring key financial metrics.

BankingConsultingFinancial Services

H1B Sponsor Likely

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

Qualification

Financial ModelingTreasury ManagementLiquidity ManagementFinancial ReportingInstitutional FinanceStrategic ThinkingEffective CommunicationDetail-orientedCritical ThinkingProblem-solving

Required

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

Preferred

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

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)