Capital Markets Analyst

About the Role

Independence Point Advisors (IPA) is seeking a Capital Markets Analyst to support client coverage, deal origination and execution, and IPA’s undergraduate programming. The role offers significant exposure to senior leadership and a broad range of capital markets products. Candidates must possess exceptional attention to detail and strong organizational skills, and should be intellectually curious, highly motivated, and energized by working in a fast-growing environment.

Key Responsibilities

• Assist the capital markets team in client coverage, deal origination and execution, and content creation.
• Assist in preparing client pitches and presentations, market updates, and providing live deal support.
• Conduct economic and financial research to support transaction work and thought pieces.
• Prepare financial analyses and models to assess clients, industries, and market dynamics.
• Work across a broad range of products, including unsecured debt, ABS, equity, and other transactions.
• Work closely with senior leadership on business KPIs and internal initiatives.
• Support planning and execution of IPA’s undergraduate initiatives, including internship programs and case competitions.

Learning Opportunities

• Develop and apply comprehensive knowledge of the financial markets and capital markets products.
• Prepare advanced financial analyses and models to evaluate client situations, industry developments, and market trends.
• Conduct economic and financial research to support creation of independent thought pieces.
• Gain exposure to a broad suite of capital markets offerings, including unsecured debt, ABS, equity, private placements, and cash management solutions.

Requirements & Tech Stack

• Strong Excel and PowerPoint skills.
• Proficiency in Bloomberg or programming as a plus.
• Thoughtful approach to and experience with improving processes utilizing automation, programming, and AI.

Qualifications

• Bachelor’s degree from an accredited college or university with understanding and interest in finance and accounting (finance or accounting majors not required).
• Prior internship or 0-1 year of full-time work experience in capital markets, investment banking, or corporate finance preferred.
• Exceptional attention to detail and organizational skills – a required competency upon entering the role.
• Excellent verbal and written communication skills.
• Resourceful problem-solver with intellectual curiosity and the ability to think independently.
• Strong interpersonal skills and ability to work in a collaborative environment.
• Comfort with managing multiple priorities in a fast-moving environment.
• Employment is contingent upon successful completion of the SIE, Series 79, Series 7, and Series 63 exams within 6–8 weeks of onboarding.