Demo

Analyst, Capital Markets

Montecito Medical
Nashville, TN Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/4/2025

Title : Analyst, Capital Markets

Reports to : Director, Investor Relations and SVP, Capital Markets

Office Location : Must be located in Nashville, TN

Job Level : Requires 2-3 years of experience in finance, private equity, venture capital, mergers and acquisitions (M&A), financial planning and analysis (FP&A), or public accounting.

Education : Bachelor’s degree is required; an MBA or CPA is preferred and will be regarded as an advantage.

Qualifications

  • Proficiency in rapidly acquiring and utilizing new technologies, coupled with the ability to effectively demonstrate these tools to investor audiences.
  • Exceptional analytical skills and meticulous attention to detail, with the capacity to thrive in a dynamic, small-company environment.
  • Strong written and verbal communication abilities, including comfort engaging with executive leadership and maintaining objectivity when addressing investor concerns.
  • Outstanding interpersonal and networking capabilities, adept at fostering relationships across a spectrum of personalities and professional roles.
  • Expertise in Microsoft Office Suite, with a particular emphasis on advanced Excel skills. Experience with Power BI and Juniper Square is considered a bonus.
  • Demonstrated intellectual curiosity and a proactive approach to professional growth.

Responsibilities

1. Team Support and Collaboration :

  • Assist the SVP of Capital Markets and Director of Investor Relations with various strategic and operational requests.
  • Play an integral role in process improvement initiatives, including the measurement of efficiencies and the implementation of new software solutions to streamline team operations.
  • 2. Investor Communication and Reporting :

  • Participate in investor calls, offering comprehensive answers to queries related to active fundraising efforts.
  • Conduct engaging technology demonstrations tailored to investor needs.
  • Prepare routine and customized reports for diverse investor profiles, encompassing high-net-worth individuals and institutional clients.
  • 3. Investor Portal Management :

  • Oversee the daily operations of the firm’s investor portal (Juniper Square), supporting a diverse group of 1,000 limited partners (LPs) across multiple funds and general partner (GP) entities.
  • Execute critical investor processes, including capital call issuances, monthly distributions, return of capital calculations, and ownership transfers.
  • Address investor inquiries and account updates promptly and professionally.
  • Facilitate the onboarding of new investors, guiding them through the subscription process for active offerings.
  • Coordinate the issuance and tracking of K-1s and other essential tax reporting documents.
  • 4. Presentation and Documentation Development :

  • Support the creation, enhancement, and maintenance of Montecito’s presentation materials, ensuring alignment with audience-specific requirements.
  • This position offers a dynamic opportunity for a highly motivated individual to contribute meaningfully to the firm's capital markets initiatives. The successful candidate will display a commitment to excellence, innovation, and continuous improvement.

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