Capital Markets Associate jobs in United States
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Rocket · 18 hours ago

Capital Markets Associate

Rocket Loans is dedicated to creating a simple, fast personal loan process. As a Capital Markets Associate, you will support the head of capital markets by managing relationships with capital partners, preparing financial reports, and ensuring effective communication between stakeholders.

ConsumerConsumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinanceReal Estate

Responsibilities

Build and manage strong relationships with current partners
Serve as the main point of contact between capital partners and the business and provide transparent, reliable, and consistent communication
Keep stakeholders up to date regarding portfolio activity and reporting
Create and distribute financial reports and underwriting memos
Lead planning and preparation for annual meetings and capital partner conferences
Brand management (IR boxes, holiday gifts, etc.)
Process and distribute a high volume of internal and external mail, email, and voicemail
Organize and record financial transactions and data
Organize, schedule, and prioritize meeting requests by working proactively to mitigate scheduling conflicts
Conduct research, compile data, and prepare drafts of team meeting proposals, presentations and emails for presentation by executive leaders
Make decisions on matters of significance on behalf of the leader
Review inquiries directed to their executive leader and determine the proper course of action to complete the request or complete the request on behalf of their leader

Qualification

Investing operations experienceFinancial reportingMicrosoft Office proficiencyProject managementRelationship managementResearch skillsCommunication skills

Required

3 years of experience in investing or supporting investing operations
1 year of experience creating financial reports
Advanced knowledge of the business area
Some experience managing initiatives
Proficiency in the Microsoft Office suite

Preferred

5 years of experience in investing or supporting investing operations
Bachelor's degree in finance, business or equivalent experience or a willingness to learn and take CFA Level 1 exam
Understanding of project/program development and implementation
Understanding of the strategic goal of the business area in relation to the overall organization

Benefits

Perks and health benefits

Company

Rocket

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Rocket is redefining homeownership, mortgage, real estate and personal finance services.

Funding

Current Stage
Public Company
Total Funding
$5.15B
2025-06-03Post Ipo Debt· $4B
2025-05-02Post Ipo Debt· $1.15B
2020-08-06IPO

Leadership Team

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Varun Krishna
Chief Executive Officer
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Bridget Frey
Chief Technology Officer @ Redfin and Chief Data Officer @ Rocket
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Company data provided by crunchbase