As the Capital Markets Associate, you'll support the head of capital markets and act as the main point of contact to capital partners. You'll prepare reports, schedule meetings, and answer inquiries.
About the role
Build and manage strong relationships with current partners
Serve as the main point of contact between capital partners and the business and provide transparent, reliable, and consistent communication
Keep stakeholders up to date regarding portfolio activity and reporting
Create and distribute financial reports and underwriting memos
Lead planning and preparation for annual meetings and capital partner conferences
Brand management (IR boxes, holiday gifts, etc.)
Process and distribute a high volume of internal and external mail, email, and voicemail
Organize and record financial transactions and data
Organize, schedule, and prioritize meeting requests by working proactively to mitigate scheduling conflicts
Conduct research, compile data, and prepare drafts of team meeting proposals, presentations and emails for presentation by executive leaders
Make decisions on matters of significance on behalf of the leader
Review inquires directed to their executive leader and determine the proper course of action to complete the request or complete the request on behalf of their leader
About you
Minimum Qualifications
3 years of experience in investing or supporting investing operations
1 year of experience creating financial reports
Advanced knowledge of the business area
Some experience managing initiatives
Proficiency in the Microsoft Office suite
Preferred Qualifications
5 years of experience in investing or supporting investing operations
Bachelor’s degree in finance, business or equivalent experience or a willingness to learn and take CFA Level 1 exam
Understanding of project/program development and implementation
Understanding of the strategic goal of the business area in relation to the overall organization
What you’ll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks.
About us
Headquartered in Detroit, Rocket Loans was established to create the most simple, rocket fast personal loan process. We assembled a top-notch team of individuals combining new, passionate team members with some of the best veterans from Rocket Mortgage to create the most user-friendly lending platform in the world. We have given it our best to create an experience that is best-of-breed in the personal loan industry and commit even more to continuously improving it. At Rocket Loans, you’ll build a career that helps you achieve your professional goals while helping clients get the loans they need to reach their financial goals. We’re looking for innovators and those unafraid to disrupt the status -quo. With an inclusive culture and opportunities to make a positive impact, we’re here to help you foster your career growth.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at [email protected].
Top Skills
What We Do
Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard.
