Capital Market Analyst

This high-level treasury position focuses on two primary functions:

• Cash Management – Managing daily capital market activities, including the commercial paper program.
• Long-Term Capital Formation – Overseeing financial planning, capital market activities, and debt/equity transactions.

Key Responsibilities:

• Capital Market Activities: Manage debt transactions, senior debt, and private placements.
• Equity Issuance: Oversee public and private equity issuances, including at-the-market programs.
• Financial Compliance: Ensure compliance with long-term debt portfolio and equity issuances. Coordinate financing agreements, bank conference calls, due diligence meetings, board resolutions, and regulatory filings (PSCW, SEC).
• Reporting & Accounting: Prepare debt-related reports for SEC filings, regulatory bodies, and internal management. Oversee daily cash reconciliation and ensure proper accounting for WEC’s debt and equity transactions.
• Credit Evaluations & Collateral Monitoring: Assess financial health of counter parties in energy markets and track guarantees/letters of credit.
• Invested Funds Management: Support the Investment Trust Policy Committee (ITPC) in managing trust assets, including Pension Trusts, VEBAs, 401(k) Plans, and the Rabbi Trust. Schedule meetings, prepare agendas, and collaborate with investment consultants on asset transactions.
• Stakeholder Engagement: Work with trust companies and financial advisors (e.g., Northern Trust, Fidelity) to oversee 401(k) plans and investments. Assist in financial strategy discussions and take meeting notes.
• Internal & External Collaboration: Respond to investor, regulator, and auditor inquiries. Work with HR, Tax, Benefits, and Corporate Accounting teams to ensure regulatory compliance.
• Process Improvement & Leadership: Provide work direction, training, and guidance to teammates. Lead efforts to enhance processes, technology, and business solutions.

Ideal Candidate Profile:

• Industry Experience: Background in utilities, industrials, or large public companies (e.g., Harley Davidson, Rockwell Automation).
• Capital Markets Expertise: Strong hands-on experience with debt transactions and equity issuance in a public company setting.
• Financial Analysis & Compliance: Ability to manage financing processes, regulatory filings, and investor relations.
• Technical Proficiency:
  
  Experience with SAP (S/4
  
  HANA preferred), Bloomberg, and advanced Excel skills.
• Leadership Skills: Prior supervisory or informal leadership experience is a plus.

Mid-Senior level

Full-time

Finance and Accounting/Auditing

Staffing and Recruiting