Capital Markets Analyst

Teamshares is a mission-driven startup that buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses through our software, education, and community products. There wasn't an easy way for small businesses—which make up 98% of firms in the US economy—to become employee-owned before Teamshares!

Teamshares is seeking a highly motivated and experienced Capital Markets Analyst with specialized experience in leveraged finance. The ideal candidate will support the execution of complex financing transactions, contribute to capital structure optimization, and collaborate across teams to ensure the effective management of the firm’s balance sheet. This role offers the opportunity to work in a fast-paced environment, playing a key part in the firm’s internal

Key Responsibilities:

• Transaction Execution: Assist in the execution of leveraged finance transactions, including high-yield bond issuances, term loans, and other debt structures.
• Capital Structure Advisory: Provide analytical support to optimize the company’s capital structure, assessing the balance between equity, debt, and other financing options.
• Financial Modeling & Analysis: Build and maintain detailed financial models to evaluate financing alternatives and their impact on the company’s financial health.
• Debt & Credit Markets Monitoring: Track and analyze trends in debt capital markets, with a particular focus on leveraged finance, to identify potential opportunities and risks for the company.
• ]Due Diligence: Conduct detailed due diligence for internal financing transactions, including the assessment of financial statements, credit metrics, and risk factors.
• Collaboration: Work closely with internal teams and external stakeholders (banks, investors) to support financing efforts and ensure seamless deal execution.
• Reporting & Documentation: Prepare internal memos, presentations, and reports for senior management and the Board, summarizing transaction rationales, financial impact, and market conditions.
• Regulatory & Compliance: Ensure all financing activities adhere to relevant regulatory and compliance requirements.

Qualifications:

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA or CFA preferred.
• Experience: 3-5 years of experience in leveraged finance, investment banking, or internal capital markets, with a strong understanding of high-yield debt and credit products.

Skills:

• Strong financial modeling, analytical, and valuation skills.
• Deep knowledge of leveraged finance instruments (e.g., high-yield bonds, leveraged loans).
• Familiarity with capital structure analysis and credit rating processes.
• Excellent communication and presentation skills.Ability to manage multiple projects and prioritize in a fast-paced environment.
• Proficiency in financial software (e.g., Bloomberg, Excel, Capital IQ).