In Short, the Capital Markets (Treasury Analyst) will support Bridgecrest’s capital raising initiatives by assisting with due diligence, rating agency and investor presentations, custodian management, investor reporting, process improvements and audits.
In long, our Capital Markets Analyst is responsible for
Support the execution of funding activities and warehouse renewals
Update charts and slides for investor and Board of Directors presentations
Interact with collateral custodian to reconcile reports
Prepare timely and accurate servicer and asset level reporting
Streamline recurring processes
Prepare reconciliations and assist with the analysis of cash flows across transactions
Manage investor relations frequently asked questions
Liaise with external auditors to provide data requests on quarterly and annual audits
Prepare support materials to answer data requests from rating agencies or warehouse lenders
Reconcile custodial reports to warehouse data tapes to maximize the company’s liquidity position
Prepare and update presentation materials for capital market transactions and board meetings, as needed
Compile responses to frequently asked questions and organize meeting schedule for investor conferences
Support deal execution by updating prospectus and presentation inputs
Liaise with external auditors to provide data requests on quarterly and annual audits
Other related duties as assigned
The Specifics.
Ability to analyze and resolve complex issues and problems in a sound and timely manner
Exceptional attention to detail
Ability to work in a fast-paced, high-intensity environment
Ability to function in a team environment and collaborate across departments
Proven ability to proactively follow up and manage tasks effectively with minimal oversight
Honest, professional, and ethical business standard is essential