What are the responsibilities and job description for the Portfolio Analyst position at Stelvio Group?
Capital Markets Analyst
Location: Fort Washington, PA (Onsite | 5 Days/Week)
Permanent | Full-Time | In-Office
Salary - $80k - $90k
Stelvio Group is working with a market-leading insurance investment firm to hire a Capital Markets Analyst for their growing team in Fort Washington, PA. This is a permanent, full-time opportunity requiring Monday–Friday onsite attendance.
About the Role
This is a high-exposure position working directly with two Managing Directors based in Fort Washington and London. You'll help develop and manage relationships with institutional investors across debt, equity, and insurance-linked structures in the life settlements market, while also supporting strategic initiatives including M&A transactions and Insurtech development.
Key Responsibilities:
- Create and refine transaction summaries, term sheets, and pitch materials using PowerPoint and Word
- Build and manage financial models and analytical outputs in Excel
- Conduct market research and opportunity assessments for new investments
- Liaise with corporate stakeholders and clients via email and phone
- Represent the firm at industry events in the US and internationally
- Maintain and update internal CRM tools (Trello) and generate detailed call reports
- Coordinate projects across internal departments and external partners
- Provide hands-on support for M&A activity, including financial due diligence and modelling
- Prepare and present reporting updates to senior leadership
What We're Looking For:
- 2 years of experience in finance (investment banking, capital markets, or valuation preferred)
- Strong proficiency in Microsoft Office – particularly Excel, PowerPoint, and Word
- Working knowledge of financial modelling techniques and valuation methods (e.g. DCF)
- Familiarity with capital markets operations and financial instruments
- Strong communication skills with the ability to build and maintain relationships with external stakeholders
- Excellent attention to detail and organisational skills in reporting and project follow-up
Compensation & Benefits:
- Structured training and mentoring from senior leadership
- Student loan repayment and reimbursement support
- Comprehensive medical, dental, vision, and prescription coverage
- 401(k) plan with employer contribution matching
- Generous paid vacation and holidays
- Annual company events and team activities
- Performance-based bonus and incentive programmes
Our client is committed to creating an inclusive, diverse work environment and encourages applicants from all backgrounds to apply.
Apply now to take the next step in your capital markets career.
Salary : $80,000 - $90,000
