What are the responsibilities and job description for the Capital Markets Analyst position at HFD?
Description
Job Location:
Remote Position (Hybrid if Local to Bakersfield or Dallas/Fort Worth, TX)
Are you EPIC?
Do You Have The Ability To Demonstrate, Understand And Apply HFD’s Core Purpose And Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values
The Capital Markets Analyst will support the Capital Markets team in executing funding strategies, preparing investor materials, and conducting market research. This entry-level role focuses on financial analysis, modeling, and documentation for debt and equity transactions. Ideal candidates have strong analytical skills, attention to detail, and a foundational understanding of finance or capital markets.
As An Capital Markets Analyst, You Will
Job Location:
Remote Position (Hybrid if Local to Bakersfield or Dallas/Fort Worth, TX)
Are you EPIC?
Do You Have The Ability To Demonstrate, Understand And Apply HFD’s Core Purpose And Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values
- Excellence: Always exceeding expectations!
- Passionate: Executing with boldness!
- Innovative: Pioneering a better way!
- Collaborative: Together we win!
The Capital Markets Analyst will support the Capital Markets team in executing funding strategies, preparing investor materials, and conducting market research. This entry-level role focuses on financial analysis, modeling, and documentation for debt and equity transactions. Ideal candidates have strong analytical skills, attention to detail, and a foundational understanding of finance or capital markets.
As An Capital Markets Analyst, You Will
- Assist in the execution of capital markets transactions, including debt and equity issuance and securitization activities.
- Prepare and maintain investor reports, compliance documentation, and respond to investor inquiries.
- Conduct market research and analyze funding opportunities to support liquidity planning.
- Build and update financial models for scenario analysis and performance tracking.
- Monitor market trends, interest rates, and competitor activity to inform team strategy.
- Collaborate with Treasury, FP&A, and Accounting teams to ensure accurate cash forecasting and reporting.
- Support preparation of presentations for senior leadership and external stakeholders.
- Bachelor’s degree. Preferably in Physics, Engineering, Math or in Finance, Economics, Business, or related field.
- 0–2 years of experience in finance, treasury, or capital markets (internship experience acceptable).
- Strong analytical and quantitative skills.
- Familiarity with financial modeling and basic understanding of debt instruments.
- Excellent communication and organizational skills.
- High attention to detail and ability to work independently.
- Ability to manage multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Excel; experience with financial systems is a plus.
- Medical, Dental, Vision Insurance
- 401k with 4% company match.
- Time off: Unlimited PTO , 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday (from the HFD approved list).
- EPIC company culture