Capital Markets Manager

Summary –

Manager, Capital Markets (MCM)

Capital Markets Manager (CMM) has a minimum of 7+ years’ experience in the commercial equipment leasing and financing industry or related financial services market, with at least 2 years of experience in evaluating and acquiring transactions from 3rd party originators, such as banks, credit unions, and other equipment leasing companies. CMM has the skillset necessary to make outbound calls to solicit transactions for acquisition by the company, as well as conduct preliminary credit reviews of transactions prior to submitting for formal consideration. CMM must have strong relationship management skills and be capable of articulating the company’s preferred transaction guidelines. Capable of creating and conducting presentations that promote NEC Financial Services (NFS) programs, products, and tools. Can work with limited supervision.

Essential Duties and Responsibilities -

80% Develop and maintain relationships with assigned sources of business, as well as solicit business from new sources. Collect appropriate due diligence information from potential new business partners/clients, evaluate the information, and make recommendations to Senior Management for consideration of formalizing a relationship. Gathers transaction information, reviews, and makes recommendations to the NFS credit department. Liases with clients and exchanges information in a timely and professional manner. Familiar with time value of money concepts, transaction structuring, and use of T-Value, or willing to learn in a fast-paced environment.

10% Consistent follow-up on transactions to ensure NFS is efficiently closing the approved transactions that have been approved.

5% Prepares monthly reports for Management explaining activity with assigned relationships and transactions. Makes recommendations and plans for future progress and development of NFS Capital Markets business. Provides strategic recommendations and formulates plans to drive the future growtth of the NFS Capital Market’s business.

5% Performs other related duties as required and participates in special projects as assigned.

Prerequisites -

Education: Bachelor’s degree in Business Administration, Finance, Economics, or equivalent preferred

Experience: 6+ Years of experience in Equipment Leasing Sales and/or Capital Markets. High energy, self-motivated.

Specialized Knowledge and Skills -

Language Skills: Effective communication skills, both verbal and written, are required.

Mathematical Skills: Understanding of Time Value of Money and use of financial calculator or similar software program preferred.

Reasoning Skills: Ability to assess the merits of financial transactions

Computer and/or Technical Skills: Proficiency with Microsoft Word, Excel, Teams, and PowerPoint, as well as having some prior exposure to a CRM program.

Work Environment and Physical Demands -

General Work Environment: Home-based office or at NFS HQ in Saddle Brook, NJ

Noise: Relatively noise-free environment

Standing/Lifting: Minimal

Visual: Able to read and work on computer for extended periods

Stress: Can range from moderate to high at times

Travel: Up to 10%