Assistant Treasurer, Capital Markets
Oliver James Associates Ltd.
Assistant Treasurer, Capital Markets Locations: New York, NY | Hartford, CT | Charlotte, NC A growing life insurance company is seeking an experienced treasury and capital markets professional to join its leadership team. Reporting directly to the Treasurer, this role will play a key part in executing funding, liquidity, and capital management initiatives across a complex and highly regulated business. This is a hands‑on position suited to someone who enjoys transaction execution, financial analysis, stakeholder management, and capital markets activity. Key Responsibilities Support debt issuance, structured financing, and other capital markets transactions. Assist with funding programs, liquidity initiatives, and capital structure management. Build financial models and perform capital, liquidity, and funding analysis. Partner with Finance, Legal, Tax, Investments, Risk, and Operations on strategic transactions. Prepare materials for investors, lenders, rating agencies, and senior leadership. Support liquidity forecasting, cash management, and treasury reporting. Assist with banking relationships, credit facilities, and financing activities. Mentor junior team members and contribute to key treasury projects. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field. 10+ years of experience in Treasury, Capital Markets, Corporate Finance, Investment Banking, or a related discipline. Experience supporting debt transactions, funding initiatives, or complex financing structures. Strong financial analysis, modeling, and stakeholder management skills. Compensation Competitive base salary, annual bonus, company equity, and comprehensive benefits package. #J-18808-Ljbffr Oliver James Associates Ltd.
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...EY and help to build a better working world. EY Capital Advisors - Investment Banking - Equity Capital Markets - Manager (Multiple Positions) - 1716910, Ernst &... ...content ahead of negotiations or key decisions. Assist clients in preparing for their capital markets transactions...Full timeWork experience placementMonday to Friday
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