Senior Financial Associate – Capital Markets & Advisory

El Comeback

  • San Juan, Puerto Rico
  • 3 days ago
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    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Business Administrationunmatched
    • Candidate Sourcingunmatched
    • Capacity Analysisunmatched
    • Capital Marketsunmatched
    • Cash Flowunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Corporate Financeunmatched
    • Credit Analysisunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Data Managementunmatched
    • Data Processingunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Economicsunmatched
    • English Languageunmatched
    • Federal Grantsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Servicesunmatched
    • Financial Statementsunmatched
    • Financial Strategyunmatched
    • Financial Transactionsunmatched
    • Investment Servicesunmatched
    • Legalunmatched
    • Loansunmatched
    • Marketing Presentationunmatched
    • Mergers and Acquisitionsunmatched
    • Microsoft PowerPointunmatched
    • Multilingualunmatched
    • Negotiation Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Bankingunmatched
    • Private Fundingunmatched
    • Problem Solving Skillsunmatched
    • Process Managementunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Spanish Languageunmatched
    • Tax Creditsunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched
    • Writing Skillsunmatched

    Description

     Job Description:

    ***Positions posted by El Comeback are done on behalf of companies that we support in their search for candidates.***

    Our client, DECA Analytics, is looking for a Senior Financial Associate – Capital Markets & Advisory.

    Job Description: The role will support transactions and advisory engagements across:

    • Bridge financing for local and federal grants and tax credit incentives
    • Building & equipment financing
    • Working capital credit facilities
    • Business acquisition financing
    • Investment structuring (private fund advisory)
    • Valuation and broader financial advisory services

    Key Responsibilities:

    1. Financial Modeling & Analysis

    • Develop and maintain complex, dynamic financial models (3-statement, cash flow, debt capacity, and returns analysis).
    • Analyze client financials, projections, and capital structures to support financing strategies.
    • Perform scenario, sensitivity, and downside analyses to assess risk and structure transactions.

    2. Transaction Execution & Deal Support

    • Support execution of debt and structured financing transactions from origination through closing.
    • Assist in structuring financing solutions tailored to client needs and available incentives.
    • Coordinate diligence processes and manage data rooms.

    3. Financing Presentations & Marketing Materials

    Prepare high-quality client-facing materials, including:

    • Financing presentations
    • Investment memoranda
    • Lender and investor decks
    • Clearly articulate transaction rationale, structure, and risk-return profile.

    4. Lender & Investor Coordination

    • Support outreach and communication with lenders, credit funds, and capital providers.
    • Assist in managing lender diligence requests and information flow.
    • Participate in negotiations related to key terms, structure, and documentation.

    5. Valuation & Advisory Services

    • Perform business valuations using standard methodologies (DCF, comparable companies, precedent transactions).
    • Support strategic advisory engagements, including M&A and capital structuring.
    • Provide analytical support for client decision-making.

    6. Internal Collaboration & Process Execution

    • Work closely with DECA's tax, legal, and incentives teams to align financing strategies with incentive structures.
    • Ensure accuracy, consistency, and audit-ready quality across all deliverables.
    • Contribute to improving internal modeling templates and execution processes.

    Qualifications & Prerequisites

    Experience:

    • 3–6+ years of experience in investment banking, private credit, corporate finance, or transaction advisory.
    • Strong experience in financial modeling and transaction execution.
    • Experience preparing client-facing materials and working directly with senior stakeholders.
    • Exposure to debt financing, structured finance, or capital markets transactions preferred.

    Technical Skills:

    • Advanced financial modeling skills (Excel proficiency required).
    • Strong understanding of financial statements, capital structures, and credit analysis.
    • Experience with valuation methodologies (DCF, comps, precedent transactions).
    • Proficiency in PowerPoint and ability to create polished, client-ready materials.

    Education:

    • Bachelor's degree in Finance, Economics, Accounting, or related field (required).
    • MBA, CFA, or progress toward an advanced designation is a plus.

    Core Competencies:

    • Strong analytical and problem-solving skills.
    • High attention to detail and commitment to quality.
    • Ability to manage multiple transactions and deadlines in a fast-paced environment.
    • Excellent written and verbal communication skills.
    • Strong work ethic and ability to operate in a lean, high-performance team.

    Additional Requirements:

    Must be based in Puerto Rico or willing to relocate to Puerto Rico.

    Bilingual in English and Spanish is highly preferred.

    ***El Comeback is a non-profit program from ConPRmetidos that attracts and retains professional talent for Puerto Rico-based jobs. Register at elcomebackpr.org/registration-form to get matched with professional opportunities on the island.***


      Required Skills:

    Capital

    Numbers & Facts

    LocationSan Juan, Puerto Rico
    Websiteelcomebackpr.org

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