CAPITAL MARKETS ANALYST RESUME EXAMPLE

The Capital Markets Analyst engages in meticulous data manipulation, validation, and analysis to enhance product profitability and performance efficiencies while identifying strategic opportunities. This role involves constructing and maintaining robust financial models, including cash flow analyses to support business plan objectives and profitability targets. The analyst also coordinates projects and streamlines processes to achieve organizational goals, simultaneously building and managing databases pertinent to loan purchase programs.

Tips for Capital Markets Analyst Skills and Responsibilities on a Resume

1. Capital Markets Analyst, Pinecrest Financial, Springfield, Illinois

Job Summary: 

  • Reconcile loan-level servicing data before performing monthly MSR valuations 
  • Coordinate with servicing and data services as updates are required.
  • Monitor and maintain MSR valuation relating to portfolio, best efforts daily pricing, mandatory bulk pricing and pipeline (MTM). 
  • Review and report to support the updating of models to minimize variances.
  • Generate, review and report monthly MSR portfolio valuation.
  • Prepare, review and report periodic analysis on MSR valuation attribution and risk metrics.
  • Prepare, review and report MSR-modeled performance against both actual HPFC experience (economic) and relevant external benchmarks 
  • Utilizing data available from surveys, agency data, third-party valuations, competitor’s public reporting and hosted analytic platforms. 
  • Quantifying gaps between modeled, actual and industry.
  • Review and report market sensitivity measurements including initial capitalization levels.
  • Develop and execute monthly reporting of prepayment and delinquency trends stratified by FICO, LTV, Investor, Geography, etc.


Skills on Resume: 

  • Data Reconciliation (Hard Skills)
  • Coordination (Soft Skills)
  • MSR Valuation Monitoring (Hard Skills)
  • Model Review and Updating (Hard Skills)
  • Portfolio Valuation Reporting (Hard Skills)
  • Risk Analysis (Hard Skills)
  • Performance Evaluation (Hard Skills)
  • Market Sensitivity Analysis (Hard Skills)

2. Capital Markets Analyst, Horizon Investments, Boulder, Colorado

Job Summary: 

  • Assist in the development and creation of client marketing materials, and generate statistical and analytical reports
  • Work closely with senior team members and other groups with the bank to prepare transaction documents
  • Compile and understand market data in support of marketing efforts
  • Maintains and updates departmental files, conducts and assists in due diligence
  • Evaluate transactions and ensure a proper understanding of the structure, provisions, and schedules
  • Assisting in the coordination of bank/investor meeting logistics
  • Develop and maintain quantitative/analytic models and metrics in support of the company’s risk measurement and performance reporting functions.
  • Support trading functions necessary to maintain the company’s risk tolerance of MSR hedging activities.
  • Develop and maintain reconciliation and reporting of HPFC’s MSR valuation to external valuations used for third-party financing.
  • Support analysis used for GNMA Early Buyout (EBO) opportunities.
  • Develop and maintain documented policies and procedures supporting MSR valuation for portfolio, daily best efforts pricing, pipeline and mandatory bulk.
  • Compile supporting documentation as requested by internal and external auditors and tax accountants.
  • Maintain a dialog with accounting and finance to manage methodologies related to valuation and hedge-related accounting/financial guidance.


Skills on Resume: 

  • Marketing Material Development (Hard Skills)
  • Statistical and Analytical Reporting (Hard Skills)
  • Transaction Document Preparation (Hard Skills)
  • Market Data Analysis (Hard Skills)
  • Due Diligence Assistance (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Risk Management Support (Hard Skills)
  • Policy and Procedure Development (Hard Skills)

3. Capital Markets Analyst, Summit Capital Partners, Raleigh, North Carolina

Job Summary: 

  • Help support businesses enhance analytical rigor in the cash forecasting process. 
  • Work within the business to support the analysis of optimal deployment of working capital levers and managing intrinsic interest basis risk embedded within.
  • Support areas of working capital optimization, looking to assess optimal currency curves and optimal times to lock in swap rates
  • Key support for assessing optimal strategy for the most risk-efficient management of foreign exchange. 
  • Deputizing for the Senior Treasury Managers, over time, and visibly demonstrating leadership in the Treasury team
  • Lead asset sale efforts into partner platforms’ securitization transactions
  • Assist in whole loan trading duties including asset selection, pricing, and legal
  • Reconcile remittance reports as inputs into cashflow models for business publication of actual results vs expected
  • Maintain/build a database of loss and prepayment forecasts by asset class and partner platform
  • Support Managers in meeting Executive Management Objectives


Skills on Resume: 

  • Financial Analysis (Hard Skills)
  • Working Capital Management (Hard Skills)
  • Risk Management (Hard Skills)
  • Leadership (Soft Skills)
  • Asset Sale and Trading (Hard Skills)
  • Cash Flow Modeling (Hard Skills)
  • Database Management (Hard Skills)
  • Stakeholder Management (Soft Skills)

4. Capital Markets Analyst, Cedar Grove Financial, Madison, Wisconsin

Job Summary: 

  • Utilize secondary market reports to manage rate locks, forward commitments, loan fallout and delivery
  • Analyze the loan pipeline and ensure management is provided with accurate secondary report data
  • Manage mortgage rate sheets, ensuring staff has updated rates as markets change
  • Assist with rate price questions, extensions and product changes
  • Use secondary marketing reports to create daily commitments to sell closed loans to investors
  • Maintain and develop efficiencies within the secondary group and stay abreast of regulatory, technology and system changes
  • Creating solutions for investors, brainstorm unique and entrepreneurial solutions for investors
  • Support senior management and fund teams in the creation and launching of new fund platforms
  • Systematically leverage LP base to support portfolio companies and inform investment activities


Skills on Resume: 

  • Financial Analysis (Hard Skills)
  • Data Management (Hard Skills)
  • Communication (Soft Skills)
  • Secondary Marketing Expertise (Hard Skills)
  • Regulatory Compliance Knowledge (Hard Skills)
  • Problem-Solving (Soft Skills)
  • Creativity (Soft Skills)
  • Strategic Support (Hard Skills)

5. Equity Capital Markets Analyst, Blue Ridge Finance, Asheville, North Carolina

Job Summary: 

  • Working with CM&A closely on transactions and prospects
  • Coordinating closely with industry/country coverage group bankers and senior management.
  • Coordination and preparation of marketing materials, presentations for client meetings, synthesizing of analyst and investor feedback
  • Assisting in execution and roadshow coordination and managing other project materials.
  • Keeping up to date with developments in the primary and secondary equity markets and advising clients and colleagues in CM&A.
  • Providing analytical and junior management support to ECM officers.
  • Liaising with professionals within the Equities and other IB divisions for investor and market insights (sales & specialist sales, research, etc.).
  • Managing various Investment Banking equity-related and private placements projects 


Skills on Resume: 

  • Financial Analysis and Transaction Support (Hard Skills)
  • Communication and Collaboration (Soft Skills)
  • Marketing and Presentation Skills (Hard Skills)
  • Project Management (Soft Skills)
  • Market Knowledge and Advisory (Hard Skills)
  • Analytical and Research Skills (Hard Skills)
  • Relationship Management (Soft Skills)
  • Project Management and Execution (Soft Skills)

6. Capital Markets Business Analyst, Valley Financial Solutions, Eugene, Oregon

Job Summary: 

  • Solicit and capture business requirements from business teams.
  • Conduct working sessions to share requirements, facilitate solution discussions with external vendors, and document the outcomes from these sessions.
  • Break down business requirements and vendor solutions into user stories for the development team.
  • Drive requirements to development and into production.
  • Perform manual tests and user acceptance tests with multiple business teams.
  • Support the need to interface with existing systems of record.
  • Perform a gap analysis of the target state to the current state environment.
  • Provide project management analysis and review of policies, procedures, control documents, workflow diagrams, and other supporting documentation.
  • Develop effective materials for documenting and communicating complex information to large public audiences.


Skills on Resume: 

  • Business Requirements Elicitation (Soft Skills)
  • Facilitation and Documentation (Soft Skills)
  • User Story Development (Hard Skills)
  • Project Management and Coordination (Soft Skills)
  • Manual Testing and User Acceptance Testing (UAT) (Hard Skills)
  • System Integration (Hard Skills)
  • Gap Analysis (Hard Skills)
  • Documentation and Communication (Soft Skills)

7. Capital Markets Analyst, Riverbend Financial Group, Chattanooga, Tennessee

Job Summary: 

  • Reconciles internal reporting of financial and operational data
  • Executes controls on key financial and risk data.
  • Executes and reports on SOX controls.
  • Reconciles accounting entries and reports.
  • Communicates effectively with internal stakeholders.
  • Authorized to exercise independent judgment to complete funding transfers for the Bank (inclusive of sizable transactions).
  • Analyzes peer benchmarking and performs detail-oriented analytics reporting.
  • Participate in projects to support business expansion activities, system enhancements and upgrades.
  • Work on ad hoc risk analysis, assignments, and analysis
  • Work with the Audit and Model Validation teams and external validators to assist with related exams.


Skills on Resume: 

  • Financial Reconciliation (Hard Skills)
  • Risk Data Management (Hard Skills)
  • SOX Compliance (Hard Skills)
  • Accounting Reconciliation (Hard Skills)
  • Effective Communication (Soft Skills)
  • Judgment and Decision Making (Soft Skills)
  • Analytical Skills (Hard Skills)
  • Project Management (Soft Skills)

8. Capital Markets Analyst, Peakview Capital, Cheyenne, Wyoming

Job Summary: 

  • Developing and evolving the current daily P&L framework and attribution, including forecasting of expected future margin
  • Creating a structure and process that aligns the priced-in margin to the modeled initial margin in QRM
  • Managing daily operational processes necessary to support ongoing operations surrounding hedging and P&L reporting
  • Maintaining and reconciling modeled assumptions
  • Completing Monthly reconciliation of expected gain on sale to estimated gain on sale
  • Streamlining and Enhancing existing processes to evolve with business needs
  • Building ad-hoc analysis, reporting and models


Skills on Resume: 

  • Financial Analysis (Hard Skills)
  • Quantitative Risk Management (Hard Skills)
  • Operational Management (Hard Skills)
  • Data Reconciliation (Hard Skills)
  • Process Improvement (Hard Skills)
  • Modeling (Hard Skills)
  • Communication (Soft Skills)
  • Problem-Solving (Soft Skills)

9. Capital Markets Analyst, Oakwood Financial Services, Albany, New York

Job Summary: 

  • Works with the SVP of Capital Markets and SVP of Finance 
  • Develop new business analysis, implement strategic initiatives, execute transaction financings and identify growth opportunities
  • Performs extensive financial statement modeling for a variety of transaction scenarios
  • Conducts comprehensive company and industry research
  • Analyzes financial model output and company information to prioritize data and present conclusions for discussion purposes
  • Prepares presentation materials for executive meetings
  • Prepares detailed transaction marketing materials including confidential information memoranda, teasers, term sheets, and company presentations
  • Organizes Ratings Agency Meetings, Lender Meetings and Investor Roadshows for debt offerings and private equity raises 


Skills on Resume: 

  • Financial Modeling (Hard Skills)
  • Business Analysis (Hard Skills)
  • Presentation Skills (Soft Skills)
  • Communication (Soft Skills)
  • Transaction Execution (Hard Skills)
  • Organizational Skills (Soft Skills)
  • Analytical Thinking (Hard Skills)
  • Collaboration (Soft Skills)

10. Senior Capital Markets Analyst, Prairie Capital Advisors, Lincoln, Nebraska

Job Summary: 

  • Organize and execute required functions for capital market transactions
  • Assess economic, market, and internal conditions to determine the appropriate issuance strategy for each transaction
  • Interact with both internal and external constituents
  • Monitor and maintain internal controls, policies and processes related to capital market transactions
  • Assist senior management in developing and maintaining productive relationships with external parties
  • Develop ad-hoc analysis and reporting as directed by management
  • Assist with developing company presentations for internal, bank, rating agency and investor meetings
  • Must keep abreast of current market trends and all areas related to current responsibilities
  • Conform with all company policies and procedures


Skills on Resume: 

  • Financial Analysis (Hard Skills)
  • Communication (Soft Skills)
  • Organizational Skills (Soft Skills)
  • Risk Management (Hard Skills)
  • Relationship Building (Soft Skills)
  • Analytical Skills (Hard Skills)
  • Presentation Skills (Soft Skills)
  • Market Knowledge (Hard Skills)

11. Capital Markets Analyst, Forest Hill Finance, Salem, Oregon

Job Summary: 

  • Perform data manipulation, validation and analysis activities to improve efficiencies and identify opportunities in product profitability and performance
  • Analyze product strategies to support profitability and business plan goals
  • Coordinate and organize projects and processes that deliver business plan goals
  • Build and maintain cash flow and other financial models, providing analysis and insights
  • Assist with the building and mapping of databases related to loan purchase programs
  • Work closely with senior staff to develop and maintain relationships with the bank's corporate clients.
  • Assist with the production of pitch books and represent the bank at meetings and presentations.
  • Work on term sheet negotiations, and provide technical analysis and support with deal structuring.
  • Assist with the onboarding of clients and institutional names during primary syndication and secondary trading.
  • Support department strategy by maintaining an awareness of market trends and reporting to senior management 


Skills on Resume: 

  • Data Manipulation and Analysis (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Project Coordination (Soft Skills)
  • Product Strategy Analysis (Hard Skills)
  • Database Management (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Presentation Skills (Soft Skills)
  • Deal Structuring and Negotiation (Hard Skills)