JOB DESCRIPTION

The Equity & Capital Markets Senior Analyst will play a highly visible role supporting our company's capital markets strategy, execution, and analytical infrastructure as the company continues to scale. Reporting directly to the Head of Investor Relations & Capital Markets, this individual will help manage day-to-day ATM execution, analyze capital structure strategies, monitor public market activity, and prepare executive and board-facing materials.

This is a unique strategy-meets-execution opportunity where the analyst will directly influence capital allocation decisions and help shape how the company funds future growth as it evolves toward a significantly larger market capitalization.

The role partners closely with Treasury, FP&A, Accounting, Legal, Investor Relations, and executive leadership to optimize the balance sheet, evaluate financing alternatives, assess market conditions, and communicate capital strategy to stakeholders.

This position offers strong visibility, high ownership, and exposure to public markets, REIT capital structures, and strategic decision-making within a lean, entrepreneurial environment.

About the Client

Our client is driven by a bold mission to unlock lasting value by harnessing America’s vital resources of real estate and housing. They pair deep capital‑markets expertise with disciplined, macro‑informed stewardship of liquidity, leverage, and risk. Their values—We Deliver Value, We Are Curious, We Build Trust, and We Are Kind—form the core of how they lead, invest, communicate, and serve their shareholders, employees, and community.

KEY RESPONSIBILITIES

Capital Markets & Transaction Support

• Support execution and analysis related to ATM programs, preferred equity, unsecured debt, follow-on offerings, and share repurchases
• Monitor daily equity market activity and trading dynamics
• Evaluate financing scenarios and model EPS/ROE impacts across capital products
• Assist with capital allocation and balance sheet optimization strategies

Market, Peer & Capital Structure Analysis

• Conduct detailed peer analysis across mortgage REITs, BDCs, and broader financial services competitors
• Track quarterly earnings, capital raises, hedging strategies, and portfolio composition trends
• Analyze capital structures including equity, repo financing, preferreds, and unsecured debt
• Monitor ETF flows, short interest, index inclusion impacts, and shareholder trading behavior

Modeling, Reporting & Investor Materials

• Build and maintain robust Excel-based capital forecasting and scenario analysis models
• Create management dashboards and board-level presentation materials
• Support earnings preparation, investor presentations, fact sheets, and Q&A materials
• Develop clean, scalable reporting infrastructure for leadership visibility into capital metrics

Cross-Functional Collaboration

• Partner with investment, treasury, accounting, and finance teams to align capital deployment strategies
• Work with external bankers, research analysts, broker-dealers, and data providers
• Support strategic initiatives including inorganic growth or M&A evaluation as the company scales

REQUIREMENTS

Education

• Bachelor’s degree in Finance, Economics, Accounting, or related field required
• CFA designation is a plus

Technical Skills

• Advanced Excel modeling required
• Bloomberg proficiency required
• Strong PowerPoint and presentation skills required
• Python, R, or VBA experience preferred for forecasting and data visualization

Soft Skills & Attributes

• Strong executive communication and storytelling abilities
• High integrity, professionalism, and ownership mentality
• Proactive, curious, entrepreneurial, and resilient under pressure
• Ability to synthesize complex analytics into actionable insights
• Comfortable operating in a lean, fast-paced, collaborative environment

MUST-HAVES

·      7–10 years in capital markets, banking, REITs, or financial services

·      Strong understanding of equity markets and capital stack management

·      Advanced Excel and Bloomberg expertise

·      Ability to clearly communicate capital markets analysis, financing strategies, and market dynamics to executive leadership and board-level audiences

·      Markets connectivity and strong understanding of public trading dynamics

·      Ability to build board-ready analyses and executive-level materials

NICE-TO-HAVE

·      Investment banking or sell-side capital markets background

·      Experience with ATM programs, preferred equity, share repurchases, or follow-on offerings

·      Exposure to mortgage REITs, fixed income products, structured finance, or rate-sensitive financial sectors strongly preferred.

·      Python/R/VBA proficiency

·      Experience supporting strategic growth or M&A initiatives

COMPENSATION PACKAGE

·      Base Salary: Approximately $200,000 annually

·      Bonus: Performance-based bonus on top of base salary (exact structure TBD)

WORKING CONDITIONS

·      Hybrid schedule: Tuesday, Wednesday, and Thursday in-office

·      Office location: New York City

·      Standard business hours

·      High-visibility, collaborative environment with direct exposure to executive leadership

·      Some interaction with Richmond-area teams and stakeholders