Senior Capital Markets Associate jobs in United States
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Rocket · 21 hours ago

Senior Capital Markets Associate

Rocket is a company focused on creating a simple and fast personal loan process. As the Senior Capital Markets Associate, you will lead complex financing and portfolio transactions while mentoring junior staff and providing strategic insights to inform capital markets strategy.

ConsumerConsumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinanceReal Estate
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H1B Sponsor Likelynote

Responsibilities

Lead development of sophisticated financial models, market analyses, and transaction materials for high-profile financing and portfolio initiatives
Oversee and execute capital markets transactions, managing deal processes, timelines, workflow coordination, and stakeholder communications
Direct ongoing portfolio monitoring, advanced performance analysis, and reporting, including identifying trends and recommending strategic actions
Compile, interpret, and present complex data for investor presentations, senior management reviews, and strategic decision-making materials
Collaborate with accounting, risk, operations, legal, and treasury teams to ensure seamless execution and compliance throughout the transaction lifecycle
Monitor, analyze, and provide insights on market, competitor, and macroeconomic trends to guide deal strategy and portfolio management
Mentor and train analysts and associates, fostering a culture of excellence and continuous improvement
Contribute to process enhancement, best practices development, and cross-departmental initiatives

Qualification

Financial modelingCapital markets transactionsCredit analysisStructured productsQuantitative analysisStakeholder communicationProcess improvementMentoringProject managementAttention to detailLeadershipVerbal communicationWritten communication

Required

5 years of progressive experience in financial services, banking, capital markets, or related investment roles, with a proven track record of leading complex transactions
Bachelor's degree in business, finance, economics, or related field; Master's degree or MBA strongly preferred
Advanced expertise in financial modeling, credit analysis, and structured products, with mastery of Excel and sophisticated financial analysis techniques
Comprehensive understanding of a wide range of securities, deal structures, and the end-to-end capital markets transaction lifecycle
Exceptional quantitative, analytical, and strategic problem-solving abilities, coupled with meticulous attention to detail
Outstanding written and verbal communication skills, with demonstrated ability to present to senior leadership and external stakeholders
Proven experience managing multiple high-impact projects simultaneously and mentoring junior team members in a collaborative environment

Preferred

Master's degree in business, finance, economics, or related field
Professional certification (e.g., Chartered Financial Analyst (CFA), Financial Risk Manager (FRM))
Extensive experience leading transaction execution or working directly with financial institutions, investors, or capital markets clients
Experience in fintech lending, structured finance, or alternative investments
Demonstrated leadership in cross-functional initiatives and process improvement

Benefits

Perks and health benefits

Company

Rocket

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Rocket is redefining homeownership, mortgage, real estate and personal finance services.

H1B Sponsorship

Rocket has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (43)
2024 (12)

Funding

Current Stage
Public Company
Total Funding
$5.15B
2025-06-03Post Ipo Debt· $4B
2025-05-02Post Ipo Debt· $1.15B
2020-08-06IPO

Leadership Team

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Varun Krishna
Chief Executive Officer
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Bridget Frey
Chief Technology Officer @ Redfin and Chief Data Officer @ Rocket
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Company data provided by crunchbase