Analyst / Associate - Capital Solutions

About Ducera Partners

Ducera Partners LLC is a prominent independent investment banking and strategic advisory firm. Founded in 2015, it operates with a partnership-driven philosophy to deliver exceptional client results across mergers and acquisitions, strategic advisory, restructuring, capital solutions, and risk management. With offices in New York, Los Angeles, San Francisco, and Stamford, Ducera has advised on transactions exceeding $925 billion across diverse industries.

Role Overview

The Capital Solutions group specializes in advising companies on intricate capital market choices by crafting tailored financing structures involving credit, equity, structured equity, and hybrid capital. The team assists a broad range of corporate and sponsor clients with transactions such as acquisition financing, dividend recapitalizations, stressed financing scenarios, project finance, structured products, growth capital raises, and minority equity investments.

Key Responsibilities

• Actively contribute to originating and executing financing assignments including capital raises, refinancings, recapitalizations, and M&A financings in collaboration with senior bankers, clients, and investors.
• Develop and manage marketing materials such as client pitch decks, market updates, confidential information memoranda, and investor presentations to support deal origination and execution.
• Construct and refine comprehensive financial models and credit analyses used for client presentations, lender diligence, and negotiation processes.
• Analyze company and transaction comparables to evaluate market pricing, leverage tolerances, covenant terms, and investor interest.
• Conduct in-depth credit analysis covering business risk assessment, cash flow sustainability, leverage and coverage ratios, covenant compliance, and vulnerability scenarios.
• Coordinate daily transaction execution workflows including data room management, diligence facilitation, Q&A tracking, and engagement with lenders and investors.
• Support investor outreach and capital raising initiatives by maintaining databases, monitoring feedback, and assisting capital allocation reviews.
• Track market conditions, comparable deals, and investor activities to advise on financing approaches and client strategies.
• Maintain internal transaction and pipeline tracking systems ensuring data accuracy and organization in a high-paced multitasking environment.
• Gradually take on client coverage responsibilities involving financial sponsors, public and private companies, as well as various investor types like alternative asset managers and direct lenders.
• Collaborate closely with senior bankers and clients within a small team, exhibiting ownership, sound judgment, professionalism, and effective multitasking amidst tight deadlines.

Qualifications

• Strong academic background with a bachelor's degree or equivalent; extensive knowledge and experience in capital markets required.
• Solid foundation in financial modeling, corporate finance, and accounting with expertise in financial statement analysis, cash flow modeling, and integrated financial projections.
• Intermediate familiarity with the leveraged finance market including loans, high-yield bonds, private credit, capital structures, financing choices, and credit agreement interpretation.
• Proficient in preparing and analyzing company and transaction comparables across leveraged loans, high-yield bonds, and private credit to determine pricing and market acceptance.
• Capability in credit underwriting involving business risk evaluation, cash flow analysis, leverage and coverage metrics, covenant compliance, and downside risk assessment.
• Experience assisting capital market and financing transactions such as preparing marketing materials, management presentations, coordinating data rooms, and handling investor inquiries.
• Excellent organizational and process management skills with aptitude for utilizing technological and data tools to maintain databases and manage investor relations and transaction pipelines.
• Highly collaborative team player possessing strong work ethics, meticulous attention to detail, and maturity in interacting directly with clients, investors, and senior bankers.
• Self-motivated individual with entrepreneurial mindset capable of working effectively in a lean organization and contributing to business development strategies.

Compensation and Additional Information

The position offers an expected annual base salary falling between $125,000 and $200,000. Actual compensation may vary based on location, expertise, and prior experience. The firm ensures equal opportunity employment and compliance with disability accommodation laws.

Important Notes

Applicants will be required to complete an assessment integral to the recruitment process. Reasonable accommodations are available upon request. Ducera values diversity and inclusion and prohibits discrimination on multiple protected bases.