What are the responsibilities and job description for the Capital Markets Analyst position at Stelvio Group?
Capital Markets Analyst
Location: Fort Washington, PA (Onsite, 5 days/week)
Stelvio Group is recruiting a Capital Markets Analyst for a well-established and growing insurance company based in Fort Washington, PA. This is a full-time, onsite position requiring daily commute to the office.
About the Role
The Capital Markets Analyst will support the development and management of relationships with institutional investors deploying capital in the life settlement asset class. These include debt, equity, and insurance/reinsurance structures. The role also contributes to strategic growth initiatives, including M&A and Insurtech development. You will report directly to two Managing Directors, based in Fort Washington and London.
Key Responsibilities
- Prepare marketing materials, deal summaries, and term sheets (PowerPoint/Word).
- Build and maintain financial models, analysis, and charts (Excel).
- Analyze investment opportunities and conduct market/company research.
- Communicate with company representatives via phone and email.
- Attend industry conferences (U.S. and international).
- Maintain internal CRM/database (Trello) and write call reports.
- Coordinate internal and external stakeholders for project delivery.
- Support M&A processes through diligence and modeling.
- Report and present updates to senior leadership.
Requirements
- Minimum 2 years of professional finance experience.
- Strong proficiency in PowerPoint, Word, and Excel.
- Understanding of financial modeling and valuation methods (e.g., DCF).
- Familiarity with capital markets infrastructure and financial products.
- Comfortable speaking with and building relationships with external contacts.
- Strong attention to detail in reporting and follow-up.
Compensation & Benefits
- Structured training and mentoring.
- Student loan repayment/reimbursement support.
- Health, Dental, Vision, and Prescription coverage.
- 401K with employer match.
- Generous paid time off.
- Annual company-sponsored events.
- Bonus potential and performance incentives.
Our client is an equal opportunity employer and welcomes applications from all qualified individuals regardless of background or personal characteristics.
Salary : $70,000 - $80,000
