Analyst, Capital Solutions

About the role

The Capital Solutions team within Capital One’s Commercial Bank provides specialized capital-raising and capital-markets advisory services to private equity sponsors and their portfolio companies.

Responsibilities

• Pitch & Deal Execution: Support the origination and execution of capital-raising and private placement transactions, including the drafting of pitch books, presentations, and proposal materials.
• Financial Modeling & Valuation: Build, maintain, and update complex financial models, valuation analyses (DCF, trading comps, precedent transactions), and company/fund performance analyses.
• Marketing Material Creation: Develop institutional-grade marketing materials, including Confidential Information Memorandums (CIMs), teasers, and management presentations.
• Investor Log Management: Assist in designing investor targeting lists and manage the tracking of investor engagement, NDAs, questions, and feedback throughout the placement process.
• Data Room & Due Diligence: Build, organize, and manage virtual data rooms (VDRs) to facilitate due diligence processes for prospective institutional investors.
• Content Maintenance: Ensure all internal tracking databases, team credentials, and market data repository files are continuously updated.
• Travel: May be required for this role to support client pitches, due diligence sessions, and transaction closings.

Requirements

• Bachelor's degree or military experience
• At least 1 year of experience in strategic and capital raising services
• At least 1 year of capital advisory experience
• At least 1 year of experience developing financial models
• At least 1 year of experience in M&A or Investment Banking

Qualifications

• CFA
• At least 2 years of experience in strategic and capital raising services
• At least 2 years of capital advisory experience
• At least 2 years of experience developing financial models
• At least 2 years of experience in M&A or Investment Banking

Skills

• Strong communication and presentation skills
• Ability to build and maintain complex financial models
• Experience with financial analysis and valuation techniques
• Knowledge of private equity and capital markets

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial, and other benefits that support your total well-being.

Pay

Salaries for this role vary by location, ranging from $110,000 - $130,000 for Analyst, Capital Solutions in New York, NY. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting.

Schedule

This role is expected to accept applications for a minimum of 5 business days. No agencies please.