Capital Markets Analyst

Job Description

Capital Markets Analyst (HYBRID) (250000O2)

UNITED STATES-NC-Charlotte

UNITED STATES-NY-New York

Equitable

Full-time

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Corporate Treasury team is responsible for managing the company’s cash, debt, equity, capital, and liquidity positions. We are looking for a high-performing analytical and collaborative individual to join our finance organization. This opportunity affords significant exposure and impact on the company’s corporate finance profile and strategic outlook, as well as tremendous professional development in a high paced and dynamic environment.

You’ll have an interesting mix of strategic and operational responsibilities to manage projects from beginning to end.

• 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

• Report to the Head of Funding and work closely with Treasury and Finance leadership
• Collaborate with Legal, business partners, Investments, and external parties (banks, rating agencies, etc.)

The base salary range for this position is $85,000 - $115,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

• 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

• 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…