
Senior Capital Markets Specialist
3 days ago
We are seeking a seasoned Investment Banking professional to serve as the bridge between product and capital markets expertise. Your experience in deal execution, financial modeling, and investor communication will inform how we build and refine automation solutions that assist banking analysts and associates in their high-pressure, data-intensive roles.
Key Responsibilities:- Map out investment banking processes including M&A, fundraising, IPO readiness, and pitchbook creation to design AI-powered solutions that support capital markets workflows.
- Define templates, metrics, and document types used in banking workflows, such as teasers, CIMs, term sheets, and pitchbooks.
- Contribute input on financial models, DCFs, comps, and transaction multiples to guide automation logic and improve the accuracy of our tools.
- Work with product and engineering teams to develop AI models that extract and analyze deal data from reports, filings, and presentations.
- Review output quality of document intelligence tools used for parsing investor decks, target profiles, and financial disclosures.
- Identify edge cases and validation logic for modeling accuracy and contextual understanding.
- Participate in client discovery to understand specific investment banking pain points and provide valuable insights to our product team.
- Assist in building demo use cases and prototypes that reflect real IB scenarios and help demonstrate the value of our solutions.
- Translate feedback from banking professionals into product and feature requirements to ensure our solutions meet the needs of our clients.
- Maintain documentation on capital markets workflows, valuation methodologies, and reporting standards to ensure consistency and accuracy across our products.
- Contribute to training content and internal knowledge base for product, sales, and marketing teams to help them better understand the complexities of investment banking.
- Stay updated on investment banking trends and regulatory developments impacting capital markets to provide expert insights and guidance to our teams.
- Has lived the pace and pressure of investment banking or similar roles and understands where automation can reduce friction, increase accuracy, and accelerate deal timelines.
- Brings a balance of financial rigor, technology curiosity, and cross-functional collaboration to drive innovation and growth within our organization.
- Is excited to shape tools that make financial professionals more productive and insightful, and is passionate about using technology to drive positive change in the industry.
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