Analyst, Capital Solutions

Analyst, Capital Solutions

Overview

Capital Solutions is a newly formed team within the Capital Markets division of Capital One’s Commercial Bank. The team provides specialized capital-raising and capital-markets advisory services to private equity sponsors and their portfolio companies, and at times to corporate clients. The mandate spans private-market solutions, including:

• Sponsor-Led Secondary Solutions: Advisory and execution for continuation vehicles, fund restructurings, and liquidity solutions for private equity sponsors looking to extend holding periods for trophy assets.
• Co-Investments & Structured Equity: Advisory and execution for co-investment opportunities, including common equity, preferred equity, and junior debt financing structures.
• Bespoke Financing: Highly tailored capital-raising strategies leveraging investor relationships and bespoke structuring expertise to deliver optimal financing outcomes.

The individual will be a registered representative of Capital One Securities.

Key Responsibilities

• Pitch & Deal Execution: Support origination and execution of capital-raising and private placement transactions, including drafting pitch books, presentations, and proposal materials.
• Financial Modeling & Valuation: Build, maintain, and update complex financial models and valuation analyses (e.g., DCF, trading comps, precedent transactions), along with company and 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 tracking investor engagement, NDAs, questions, and feedback throughout the placement process.
• Data Room & Due Diligence: Build, organize, and manage virtual data rooms (VDRs) to support due diligence for prospective institutional investors.
• Content Maintenance: Keep internal tracking databases, team credentials, and market data repository files continuously updated.
• Travel may be required to support client pitches, due diligence sessions, and transaction closings.

Basic Qualifications

• 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

Preferred 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

Compensation

New York, NY: $110,000 - $130,000 (full-time annual salary range). This role may also be eligible for performance-based incentive compensation, which may include cash bonus(es) and/or long-term incentives (LTI).

Additional Notes

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.