Senior Capital Markets Associate
Rocket Companies
As the Senior Capital Markets Associate, you'll lead the structuring, execution, and oversight of complex financing and portfolio transactions. You'll design and refine advanced financial models, oversee due diligence, manage investor presentations, and serves as a key liaison with internal and external partners. The Senior Associate drives strategic initiatives, mentors junior staff, and provides actionable insights to inform capital markets strategy and decision-making.
About the role
Lead development of sophisticated financial models, market analyses, and transaction materials for high-profile financing and portfolio initiatives
Oversee and execute capital markets transactions, managing deal processes, timelines, workflow coordination, and stakeholder communications
Direct ongoing portfolio monitoring, advanced performance analysis, and reporting, including identifying trends and recommending strategic actions
Compile, interpret, and present complex data for investor presentations, senior management reviews, and strategic decision-making materials
Collaborate with accounting, risk, operations, legal, and treasury teams to ensure seamless execution and compliance throughout the transaction lifecycle
Monitor, analyze, and provide insights on market, competitor, and macroeconomic trends to guide deal strategy and portfolio management
Mentor and train analysts and associates, fostering a culture of excellence and continuous improvement
Contribute to process enhancement, best practices development, and cross-departmental initiatives
About you
Minimum Qualifications
5 years of progressive experience in financial services, banking, capital markets, or related investment roles, with a proven track record of leading complex transactions
Bachelor’s degree in business, finance, economics, or related field; Master’s degree or MBA strongly preferred
Advanced expertise in financial modeling, credit analysis, and structured products, with mastery of Excel and sophisticated financial analysis techniques
Comprehensive understanding of a wide range of securities, deal structures, and the end-to-end capital markets transaction lifecycle
Exceptional quantitative, analytical, and strategic problem-solving abilities, coupled with meticulous attention to detail
Outstanding written and verbal communication skills, with demonstrated ability to present to senior leadership and external stakeholders
Proven experience managing multiple high-impact projects simultaneously and mentoring junior team members in a collaborative environment
Preferred Qualifications
Master’s degree in business, finance, economics, or related field
Professional certification (e.g., Chartered Financial Analyst (CFA), Financial Risk Manager (FRM))
Extensive experience leading transaction execution or working directly with financial institutions, investors, or capital markets clients
Experience in fintech lending, structured finance, or alternative investments
Demonstrated leadership in cross-functional initiatives and process improvement
What you’ll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks.
About us
Headquartered in Detroit, Rocket Loans was established to create the most simple, rocket fast personal loan process. We assembled a top-notch team of individuals combining new, passionate team members with some of the best veterans from Rocket Mortgage to create the most user-friendly lending platform in the world. We have given it our best to create an experience that is best-of-breed in the personal loan industry and commit even more to continuously improving it. At Rocket Loans, you’ll build a career that helps you achieve your professional goals while helping clients get the loans they need to reach their financial goals. We’re looking for innovators and those unafraid to disrupt the status -quo. With an inclusive culture and opportunities to make a positive impact, we’re here to help you foster your career growth.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at Careers@myrocketcareer.com.