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Job Details


Capital One

Analyst, Specialty Underwriter & Portfolio Manager - Investment Research Group (R141216)

Business and Financial Operations

All

Yearly

Full Time

No

New York, New York, United States

NYC 299 Park Avenue (22957), United States of America, New York, New York

Analyst, Specialty Underwriter & Portfolio Manager - Investment Research Group

The mission of the Middle Market Banking Investment Research Group is to provide a robust research function that drives sector and deal selection, marketing, and brand awareness to mitigate risk and boost incremental cross-functional sales volume. The IRG functions are part of the Commercial Underwriting and Portfolio Management function, with the primary function of assisting in the evaluation of new lending opportunities through active assessment of market and portfolio risks and opportunities. The IRG functions also works closely with LOB and Capital Markets to help provide investment research on various capital markets activities to inform internal stakeholders, issuers, and investors on market trends and financing options.

Primary responsibilities of the IRG PA role will include:

  • Assist the current four senior IRG analysts covering the Food and Beverage, Restaurants, Gaming, and Aerospace and Defense sectors with their respective idea generation efforts, which includes among other things: industry analyses; discussion of strategic opportunities; and the identification of potential targets.

  • Monitor and develop a forward-looking view on industry trends and dynamic to identify emerging opportunities and risks.


  • Develop and maintain industry-driving metrics and risk-identification tools for various subsectors using a myriad of economic and industry specific data sources .

  • Support deal-screening, due-diligence, and internal credit-approval processes, including the development of investment theses and underwriting assumptions.

  • Support IRG efforts in other forums, including, but not limited to quarterly portfolio reviews, segment authorizations and pipeline discussions.

  • Engage with clients and investor in sharing materials and experiences in the context of deals and sector specific investment strategy.


Basic Qualifications:

  • Bachelor’s Degree or Military Experience

Preferred Qualifications:

  • Bachelor’s Degree in Accounting, Finance, or other relevant fields

  • At least 2 years of experience in capital markets, institutional research, or investment banking

  • Previous experience with deal teams or analyst in commercial banking

#UWPM

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

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-[Register to View] or via email at [Register to View] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to [Register to View] [Register to View] One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).