Full-Time

Capital Markets Analyst

Posted on 11/20/2024

Teamshares

Teamshares

51-200 employees

Facilitates employee ownership of small businesses

Social Impact
Financial Services
Education

Mid

Brooklyn, NY, USA

Hybrid position based in Brooklyn, NY.

Category
Corporate Finance
Investment Banking
Finance & Banking
Requirements
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA or CFA preferred.
  • 3-5 years of experience in leveraged finance, investment banking, or internal capital markets, with a strong understanding of high-yield debt and credit products.
  • Strong financial modeling, analytical, and valuation skills.
  • Deep knowledge of leveraged finance instruments (e.g., high-yield bonds, leveraged loans).
  • Familiarity with capital structure analysis and credit rating processes.
  • Excellent communication and presentation skills.
  • Ability to manage multiple projects and prioritize in a fast-paced environment.
  • Proficiency in financial software (e.g., Bloomberg, Excel, Capital IQ).
Responsibilities
  • Assist in the execution of leveraged finance transactions, including high-yield bond issuances, term loans, and other debt structures.
  • Provide analytical support to optimize the company’s capital structure, assessing the balance between equity, debt, and other financing options.
  • Build and maintain detailed financial models to evaluate financing alternatives and their impact on the company’s financial health.
  • Track and analyze trends in debt capital markets, with a particular focus on leveraged finance, to identify potential opportunities and risks for the company.
  • Conduct detailed due diligence for internal financing transactions, including the assessment of financial statements, credit metrics, and risk factors.
  • Work closely with internal teams and external stakeholders (banks, investors) to support financing efforts and ensure seamless deal execution.
  • Prepare internal memos, presentations, and reports for senior management and the Board, summarizing transaction rationales, financial impact, and market conditions.
  • Ensure all financing activities adhere to relevant regulatory and compliance requirements.

Teamshares facilitates employee ownership of small businesses, particularly targeting those whose owners are nearing retirement. The platform buys these businesses and gradually transfers ownership to the employees, starting with 10% of the stock and increasing to 80% over 20 years. This approach helps maintain business continuity and prevents job losses that can occur when a business is sold or closed. Teamshares generates revenue from the profits of the businesses it acquires and also offers proprietary software, education, and financial products. By promoting employee ownership, Teamshares not only supports the financial stability of employees but also strengthens the local economy by preserving small businesses. The company recruits dedicated leaders to manage these businesses, ensuring they are well-trained and equipped to succeed.

Company Stage

N/A

Total Funding

$214.3M

Headquarters

New York City, New York

Founded

2019

Growth & Insights
Headcount

6 month growth

4%

1 year growth

-2%

2 year growth

6%
Simplify Jobs

Simplify's Take

What believers are saying

  • Teamshares' recent $245 million in venture capital funding highlights strong investor confidence and provides significant resources for growth.
  • The company's mission-driven approach and focus on employee ownership can lead to high employee morale and retention.
  • Teamshares' model of recruiting and training mission-driven presidents ensures strong leadership for acquired businesses, promoting stability and growth.

What critics are saying

  • The gradual stock transfer model may face challenges in maintaining employee engagement and motivation over the long term.
  • The niche focus on small businesses with retiring owners could limit market opportunities and scalability.

What makes Teamshares unique

  • Teamshares uniquely focuses on facilitating employee ownership of small businesses, a niche market often overlooked by traditional business acquisition firms.
  • Their gradual stock transfer model ensures business continuity and job preservation, unlike competitors who may prioritize immediate returns.
  • The company's proprietary software, education, and financial products provide additional value to employees, setting them apart from other business acquisition platforms.

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