Capital Markets Senior Analyst
Our client, a leading and innovative financial services company headquartered in South Carolina, is seeking a Capital Markets Senior Analyst to join their high-performing Treasury team! In this critical role, you’ll help drive capital strategy by supporting debt financing, securitization execution, financial modeling, and lender/investor relations.
If you're detail-oriented, data-savvy, and thrive in a fast-paced, high-impact environment, this role is for you!
This opportunity offers a remote work setting.
Responsibilities:
• Lead the review and accuracy of monthly service reports and treasury data infrastructure
• Automate and streamline treasury operations and reporting processes using data and technology
• Build and present insightful management reporting tools to inform liquidity strategies and leadership decisions
• Support the preparation of materials for corporate board meetings, investor relations, and roadshows
• Collaborate cross-functionally to evaluate how internal processes impact funding and capital requirements
• Manage debt agreement compliance and covenant tracking
• Contribute to asset-liability management through hedging analysis and financial modeling
• Conduct research on competitor capital markets activities and performance
• Review and analyze legal documentation for all credit and funding agreements
• Drive initiatives to reduce the overall cost of funds
• Assist with audit processes tied to revolving credit facilities
• Support the execution of new securitization transactions
• Leverage Excel and SQL to build and maintain treasury reports and capital markets analysis
• Design complex SQL tables and stored procedures to support multiple securitization programs
Requirements:
• Bachelor’s degree in Finance, Economics, Business, Computer Science, or a related field
• 3+ years of relevant work experience in finance or capital markets
• Strong experience in SQL and data mining
• Proficiency in Microsoft Excel
• Strong academic track record
• Experience with Capital Markets or Securitization highly preferred
• Must pass pre-employment screening
Key Competencies:
• Self-motivated, resourceful, and proactive
• Excellent communicator with strong presentation skills
• Highly analytical with exceptional attention to detail
• Strong organizational and time management skills
• Proven ability to handle multiple priorities and meet deadlines in a fast-paced environment
• Team-oriented and collaborative mindset
• High level of integrity and accountability
For confidential consideration, email careers@forgesc.com or apply directly today!
Financial Services and Data Infrastructure and Analytics
Finance and Analyst
Full-time