Capital Markets Associate
HFD, Bakersfield, CA, United States
Description
Job Location: Remote Position (Hybrid if Local to Bakersfield or Dallas/Fort Worth, TX)
Are you EPIC? Do you have the ability to demonstrate, understand and apply HFD’s core purpose and Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values
Excellence: Always exceeding expectations!
Passionate: Executing with boldness!
Innovative: Pioneering a better way!
Collaborative: Together we win!
The EPIC Capital Markets Associate We Are Looking For The Capital Markets Associate supports the Director of Capital Markets in the execution of funding strategies, liquidity management, and investor reporting. This role contributes to financial modeling, market research, and transaction preparation for debt, equity, and potential securitization activities. The Associate plays a key role in analyzing funding opportunities, monitoring market trends, and supporting internal and external reporting for capital providers and senior leadership.
As a Capital Markets Associate, You Will
Support the execution of capital markets transactions including debt issuance, equity activities, and public or private securitization efforts.
Prepare investor reporting packages, compliance documentation, and respond to investor information requests.
Conduct market and rate analysis to help evaluate funding opportunities and support liquidity strategy.
Build and maintain financial models used for scenario planning, sensitivity analysis, and portfolio performance tracking.
Monitor interest rates, macroeconomic trends, and competitor activity to inform capital markets strategy.
Work closely with Treasury, FP and A, and Accounting to support cash forecasting, liquidity analysis, and internal reporting.
Prepare materials and presentations for senior leadership and external stakeholders.
Requirements
MBA, Master’s degree in Finance, Economics, Engineering, Applied Math, or a related analytical field, or a Bachelor’s degree with 2 to 3 years of relevant full-time experience
2 to 3 years of experience in capital markets, structured finance, investment banking, treasury, corporate finance, or a related function
Strong analytical and quantitative skills with proficiency in Excel
Experience building and maintaining financial models for funding decisions, portfolio analysis, or transaction evaluation
Understanding of debt instruments, capital structures, and funding mechanisms
Strong communication and organizational skills
High attention to detail and ability to manage multiple tasks in a fast paced environment
Experience with additional financial systems or modeling tools is a plus
Ability to pay close attention to detail and be self-motivated
Ability to multitask and excel in a fast-paced environment
Benefits
Medical, Dental, Vision Insurance
401k with 4% company match.
Time off: Unlimited PTO, 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday (from the HFD approved list).
EPIC company culture
#J-18808-Ljbffr
Are you EPIC? Do you have the ability to demonstrate, understand and apply HFD’s core purpose and Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values
Excellence: Always exceeding expectations!
Passionate: Executing with boldness!
Innovative: Pioneering a better way!
Collaborative: Together we win!
The EPIC Capital Markets Associate We Are Looking For The Capital Markets Associate supports the Director of Capital Markets in the execution of funding strategies, liquidity management, and investor reporting. This role contributes to financial modeling, market research, and transaction preparation for debt, equity, and potential securitization activities. The Associate plays a key role in analyzing funding opportunities, monitoring market trends, and supporting internal and external reporting for capital providers and senior leadership.
As a Capital Markets Associate, You Will
Support the execution of capital markets transactions including debt issuance, equity activities, and public or private securitization efforts.
Prepare investor reporting packages, compliance documentation, and respond to investor information requests.
Conduct market and rate analysis to help evaluate funding opportunities and support liquidity strategy.
Build and maintain financial models used for scenario planning, sensitivity analysis, and portfolio performance tracking.
Monitor interest rates, macroeconomic trends, and competitor activity to inform capital markets strategy.
Work closely with Treasury, FP and A, and Accounting to support cash forecasting, liquidity analysis, and internal reporting.
Prepare materials and presentations for senior leadership and external stakeholders.
Requirements
MBA, Master’s degree in Finance, Economics, Engineering, Applied Math, or a related analytical field, or a Bachelor’s degree with 2 to 3 years of relevant full-time experience
2 to 3 years of experience in capital markets, structured finance, investment banking, treasury, corporate finance, or a related function
Strong analytical and quantitative skills with proficiency in Excel
Experience building and maintaining financial models for funding decisions, portfolio analysis, or transaction evaluation
Understanding of debt instruments, capital structures, and funding mechanisms
Strong communication and organizational skills
High attention to detail and ability to manage multiple tasks in a fast paced environment
Experience with additional financial systems or modeling tools is a plus
Ability to pay close attention to detail and be self-motivated
Ability to multitask and excel in a fast-paced environment
Benefits
Medical, Dental, Vision Insurance
401k with 4% company match.
Time off: Unlimited PTO, 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday (from the HFD approved list).
EPIC company culture
#J-18808-Ljbffr