Analyst, Treasury & Capital Markets
Acrisure
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • Missouri • United States
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Salary
💰 $95,000 - $110,000 per year
Job Level
About the role
- Assume ownership over the company’s long-term forecast model and perform diverse and complex financial analyses focused on key value drivers such as organic growth, margin, strategic investments, and cash flow conversion.
- Provide analytical support and help coordinate responses to due diligence responses and data requests for debt and equity transactions.
- Contribute to the development of presentation materials for executive leadership, lenders, investors, rating agencies, and other internal and external stakeholders.
- Support public peers analyses focused on relative valuation, financial performance, and operational benchmarking.
- Proactively prepare and maintain recurring deliverables, including: Public peer analysis, Internal Fair Market Value, Interest rate hedging analysis, Cash flow forecasting and liquidity analysis, Quarterly leverage, covenant, and rating agency support materials.
- Develop a strong working knowledge of the company’s complex equity and debt capital structures, including: Preferred equity terms (governance, economics, conversion mechanics, and exit rights) and Debt covenants, leverage thresholds, compliance requirements, and reporting obligations.
- Partner with Treasury leadership to evaluate capital structure optimization, funding strategies, and risk mitigation opportunities.
- Support interest rate risk management strategy, including the evaluation of hedging opportunities.
- Serve as a trusted partner to Finance, Accounting, FP&A, Legal, Tax, Investor Relations, and Corporate Development teams.
- Interface professionally and effectively with external advisors, including legal counsel, banks, lenders, and financial advisors, to support transaction execution and ongoing capital markets activity.
- Communicate complex financial concepts clearly and concisely to both technical and non-technical audiences.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or other relevant advanced credential strongly preferred
- 1–3+ years of progressive experience in capital markets, investment banking, corporate finance, or a combination thereof; fintech, financial services, or highly leveraged environments preferred
- Skilled in conducting financial modeling with a high degree of analytical rigor
- Experience crafting or supporting the development of executive-level presentations
- Skilled in cross-functional collaboration and influence with various business partners, leaders and stakeholders
- Consistently applies a high degree of attention to detail with a strategic mindset
- Uses sound judgment in ambiguous or high-pressure situations.
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingcash flow forecastingliquidity analysisvaluationinterest rate hedgingcapital structure optimizationrisk mitigationdue diligencebenchmarking
Soft Skills
analytical rigorcross-functional collaborationcommunicationattention to detailstrategic mindsetjudgmentinfluencepresentation developmentownershipprofessionalism
Certifications
Bachelor’s degreeMBACFA