Capital Markets Analyst

Reports To: FP&A Manager

Location: West Des Moines, Iowa

FLSA Status: Exempt

JOB SUMMARY

As a Capital Markets Analyst at Watercress Financial Group, you will be part of an active team, collaborating with the FP&A Manager and VP of Capital Markets to ensure that the business has adequate liquidity, is in compliance with its funding facility covenants, and is meeting its financial targets.

RESPONSIBILITIES

  • Daily/Monthly Borrowing Base Management
  • Monthly Reporting for Funding Partners
  • General Financial Analysis
  • Ad Hoc Support for Capital Markets and FP&A
  • Financial and Product-level forecasting
  • Budget

QUALIFICATIONS, KNOWLEDGE AND SKILLS

  • Bachelor’s degree, or equivalent, in accounting, finance, economics or business-related field, or 2-4 years’ experience in the finance, accounting or capital markets field.
  • Must be detail oriented and able to multi-task, prioritize and be flexible as business needs change.
  • Attention to detail when working with large data sets and good analytical skills
  • Excellent problem-solving skills, critical thinking and time management skills. Own issues and resolve them in collaboration with others
  • Proven ability to use and learn new technology
  • Experience with Microsoft Office, especially Excel
  • Experience with Power BI or other Business Intelligence programs is a plus
  • Experience with financial models and financial concepts and terminology
  • Experience with SAS and or Power Query is a plus

APPLY TO WORK AT WATERCRESS FINANCIAL

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    What does the hiring process look like after submitting a resume?

    1. If you see a position that you feel aligns with your skillset, apply! Our HR team will review your resume and determine if your background is what we are looking for. Talented candidates will be contacted to do a phone screen.
    2. Candidates that are selected will be asked to do an in-person or virtual interview with the hiring manager. A second interview with additional managers or members of the executive team may be necessary depending on the position.
    3. The hiring manager will then select a candidate to receive an offer for the position!
    4. Once an offer letter has been signed, all positions will be asked to complete a background and credit check to be completed prior to hire.
    5. It’s time to start your new position at Watercress Financial!