Capital Markets Analyst
- Position title Capital Markets Analyst
- Work location Hong Kong, Shanghai
- Start TBD
As a Capital Markets Analyst, you will play a vital role in supporting the Capital Markets Execution team in delivering high-quality advisory services to clients navigating complex capital markets transactions. Our team specializes in guiding clients through the preparation and execution of listings on major exchanges, including Nasdaq and NYSE, as well as other global markets as needed.
From IPOs and SPAC IPOs to deSPAC transactions, reverse mergers, follow-on offerings, and post-listing public company support, we act as trusted financial advisors, helping clients at every stage of their journey. This role is essential in ensuring the seamless delivery of these projects, with responsibilities spanning research, data analysis, material preparation, and financial modeling. By supporting the execution team, you will contribute to our clients’ success in achieving and maintaining their public market status.
Key Responsibilities:
Project Support:
- Assist the Capital Markets Execution team in guiding clients through the end-to-end transaction process, including IPOs, SPAC IPOs, deSPACs, reverse mergers, follow-on offerings, and post-listing support.
- Support the team in creating and maintaining financial models, including equity valuations and capitalization table analysis.
- Collaborate on the preparation of key deliverables, such as PowerPoint presentations, transaction-related materials, and other client-facing documents.
Research and Analysis:
- Conduct industry and capital markets research to support client projects and presentations.
- Analyze data related to client transactions and market trends, presenting findings in a clear and actionable format.
- Assist in valuation exercises and provide insights into industry benchmarks.
Material Preparation:
- Prepare detailed financial models, PowerPoint presentations, and other materials for client engagements.
- Collaborate with team members to ensure high-quality deliverables for both client-facing and internal purposes.
- Draft and refine documents for client readiness, ensuring compliance with industry standards.
Internal and External Coordination:
- Facilitate communication between clients and the Capital Markets Execution team by collecting and organizing necessary documentation.
- Record meeting minutes and track ongoing project status within the Capital Markets team.
- Contribute to internal training materials and marketing campaigns to enhance the team’s effectiveness.
Requirements:
- 0-5 years of relevant experience in finance or capital markets.
- Strong research and analytical skills, with proficiency in Excel for financial modeling and PowerPoint for presentations.
- Familiarity with equity valuation, capital markets processes, and industry research.
- Ability to work collaboratively and effectively in a fast-paced, dynamic environment.
- Strong organizational and communication skills, with attention to detail.