capital markets analyst in fort washington

susan leonard, tatum executive services
job type
US$ 60,000 - US$ 80,000 per year
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job details

fort washington, pennsylvania
job category
Finance & Economics
job type
working hours
9 to 5
US$ 60,000 - US$ 80,000 per year
0 Years
reference number
susan leonard, tatum executive services

job description

job summary:

Our client is the leader and creator of the secondary market for life insurance for more than 20 years.

The ideal candidate will support capital markets efforts, primarily in two areas:

1) Helping to establish, maintain and grow relationships with companies looking to deploy capital in the life settlement asset class through debt, equity, insurance/reinsurance, or other financial arrangements.

2) Helping with projects and M&A for a range of growth initiatives. These efforts are currently led by two managing directors on the Finance team, one based in Fort Washington and one in London, to whom the candidate will report.

Compensation, incentives & benefits:

- A competitive salary commensurate with experience.

- Student loan repayment program.

- Health, Dental, Rx and Vision coverage.

- 401(k) match.

- Generous paid time off.

- Training and mentoring programs.

- Company sponsored events throughout the year.

- Opportunities to earn bonuses and other perks.

location: Fort Washington, Pennsylvania
job type: Permanent
salary: $60,000 - 80,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 0 Years

- Preparing marketing materials, deal summaries and term sheets in PowerPoint and Word

- Preparing financial models, analysis, and charts in Excel

- Analyzing potential investment opportunities

- Researching companies and markets online

- Contacting company representatives by phone and email

- Attending conferences in the U.S. and internationally

- Writing call reports and maintaining company database in Trello

- Project management including coordinating internal/external resources

- Due diligence and modeling for M&A activity

- Reporting to and interacting with senior management


Experience: 0-2 yrs

Well-spoken and outgoing, self-starter, will be getting a lot of Sr Level exposure.

Able to travel to conferences.

Project oriented, can prioritize and work on multiple tasks.

Finance background with a sales personality.

Proficiency in PowerPoint, Word, and Excel.

Familiarity with financial modeling concepts, such as discounted cash flow analysis.

Knowledge of capital markets infrastructure and products.

Ability to speak confidently to and establish relationships with new company representatives.

Attention to detail in marketing follow-up and management reporting.

skills: $2 billion+

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.