WHAT DOES A CAPITAL MARKETS ANALYST DO?

The Capital Markets Analyst creates and delivers financial models, insights, and research reports to meet the needs of both internal teams and external clients regularly while maintaining data integrity in collaboration with the Data Engineering Team. This role acts as the primary liaison and thought leader for client inquiries related to products and market trends, often presenting complex data insights to various stakeholder levels through multiple communication channels. Additionally, the analyst encompasses leading and mentoring junior staff, refining processes and documentation, and managing projects focused on new product features and initiatives, ensuring models remain accurate and reflective of current market data.

A Review of Professional Skills and Functions for Capital Markets Analyst

1. Capital Markets Analyst Responsibilities

  • Marketing Fulfillment Leadership: Lead the marketing fulfillment process and help deepen relationships with LPs.
  • Marketing Material Development: Drive the creation of new marketing materials in close partnership with the deal teams.
  • Relationship Management Development: Develop relationship management skills to own smaller relationships in the near term and larger clients over time.
  • Relationship Building Assistance: Assist the team in building deeper relationships with thoughtful and scalable interactions.
  • Investor Pipeline Management: Responsible for owning the investor pipeline across all direct investment strategies.
  • Data Reporting Management: Centralized capital markets data collection and reporting for the firm.
  • Fundraising Calendar Development: Develop the fundraising calendar, push forward robust roadshow schedules and monitor the timeline of the overall fundraise.
  • Proactive Global Engagement: Drive proactive engagement with prospects globally to expand the relevance and strategic reach of the client base.
  • Marketing Plan Development: Assist with developing detailed marketing plans and work with key stakeholders to ensure successful execution.
  • Closing Process Support: Support the closing process, including coordinating side letter requests, internal approvals, and advancing/tracking the LP pipeline.
  • Strategic Project Management: Special ad hoc projects including market mapping exercises, strategic presentations and analysis presented to management team members, and various other requests.

2. Capital Markets Analyst Job Summary

  • Market Research: Compile market research on commercial real estate loan originators, mortgage lenders, credit rating agencies, and whole loan buyers.
  • Tenant Data Compilation: Compile data on corporate tenants that lease triple-net commercial properties.
  • Financial Analysis: Analyze their historical and projected financial performance and evaluate their likelihood of renewal.
  • Market Research: Research the CMBS/conduit/small balance securitization markets.
  • Model Evaluation: Evaluate the underwriting models of major credit rating agencies and securitization sponsors.
  • Policy Development: Help develop underwriting policies for commercial loans.
  • Strategic Evaluation: Focus on the evaluation of corporate tenants, individual properties, regional markets, target industries, commercial loan structures, and real estate borrowers/sponsors.
  • Risk Assessment: Provide recommendations tied to the assessment of credit risk and present analyses, findings, and recommendations to managers.
  • Database and Presentation Development: Develop and maintain databases, presentations, and models to support the above functions.

3. Capital Markets Analyst Accountabilities

  • Market Research: Research, track, and communicate fixed income pricing information, as well as market trends to internal business units.
  • Stakeholder Interaction: Interact with numerous internal and external business partners (Originators, Analysts, Underwriters, Closers, and Fixed Income Broker/Dealer counterparties).
  • Market Intelligence: Provide pricing and bond market intelligence, while adhering to compliance and risk management practices.
  • Report Management: Develop and maintain detailed business and procedural reports.
  • Rate Lock Assistance: Assist in confirming Rate Locks, while following Bellwether and industry best practices.
  • Pricing Strategy: Assist in structuring multiple loan pricing executions to maximize market efficiencies.
  • Relationship Management: Maintain positive working relationships with internal team members, as well as with external Broker/Dealer and Investor personnel.
  • Problem-Solving: Demonstrate exceptional problem-solving skills, business insight, and relationship management skills.
  • Corporate Support: Support the corporate business goal of expanding agency loan production.

4. Capital Markets Analyst Overview

  • Financial Planning Support: Support the Company's financial planning process including annual plans and interim forecast updates.
  • Financial Analysis: Analyze monthly financial and operating results, and key metrics compared to plan and prior periods.
  • Communication: Deliver clear verbal and written explanations of analyses and findings.
  • Trend Analysis: Identify trends, risks, efficiencies, and/or opportunities through analysis.
  • Business Analysis: Perform focused and consistent analysis of key business drivers to support operating and strategic initiatives.
  • Financial Forecasting: Perform ad hoc financial forecasting, analyses, and modeling needed for corporate capital initiatives.
  • Presentation Preparation: Assist with the coordination and preparation of Board Presentation packages.
  • Capital Reporting Management: Manage reporting requirements for capital providers.
  • Capital Markets Support: Assist in the execution of capital markets transactions by supporting the due diligence process, modeling, providing ad hoc analyses, and managing related legal documentation.
  • Pricing Analysis: Provide pricing analysis for potential funding partners.
  • Transaction Analysis: Assist in analyzing and executing whole loan sales (and other funding outlets).
  • Credit Analysis: Understand and communicate the credit profile and drivers of asset performance.

5. Capital Markets Analyst Role Purpose

  • Financial Modeling: Produce financial models, insights, and research reports for both cross-functional team use and external client needs on a monthly, quarterly, and ad hoc basis.
  • Data Identification: Identify and own new and existing publicly available data sets.
  • Data Quality Assurance: Work with the Data Engineering Team to make consumable reports and ensure quality assurance of raw data and models.
  • Client Communication, Leadership: Serve as the primary point of contact and thought leader for all client questions regarding products and other points of interest.
  • Problem Solving, Opportunity Analysis: Leverage internal team knowledge to outline problems, opportunities, and solutions.
  • Stakeholder Engagement: Present insights and models to multiple levels of client stakeholders via email, phone, and in-person meetings.
  • Leadership Development: Provide leadership, training, coaching, and guidance to junior staff.
  • Process Improvement: Develop and evolve process and documentation.
  • Project Management: Manage new initiatives and product development features.
  • Data Precision: Ensure models are precise and up to date with the most recent publicly available data.
  • Expert Knowledge: Demonstrate a mastery level understanding of data sources and how they affect dynamics, micro-trends, and segments of the supply chain.
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