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Supports debt capital markets transaction origination and execution for financial institution clients. Responsibilities include market monitoring, pricing, credit and rates analysis, financial modeling, valuation, capital structuring, regulatory capital analysis, investor feedback, refinancing analysis, and rating agency support. The role requires strong quantitative skills, fixed income and credit market knowledge, proficiency in Microsoft Office, communication skills, and the ability to manage multiple deadlines.

Develops advanced financial plans for high-net-worth clients, including estate and wealth transfer strategies, liquidity-event modeling, tax mitigation, retirement planning, risk management, and life insurance solutions. Collaborates with attorneys, CPAs, and investment bankers while supporting complex founder liquidity initiatives and monitoring clients’ long-term financial progress.