Cabrera Capital Markets is committed to our employees’ well-being by fostering a positive work environment. Our dedicated and loyal professionals are highly motivated and work cohesively as a team throughout all of our locations. We are committed to developing our employees and provide internal growth opportunities for a long-term successful career. Please explore our available careers below, or contact smurphy@cabreracapital.com for more information.
Cabrera Capital Careers
Current Job Postings
Position: Staff Accountant
Location: Chicago, IL (Onsite)
The Staff Accountant supports the Controller in carrying out the responsibilities of the Accounting department, with particular emphasis on accounts payable and the general ledger.
Duties & Responsibilities:
- Prepare daily Morning Report
- Complete bank account reconciliations
- Maintain prepaid expense and fixed asset schedules
- Manage accounts payable/receivables cycle (invoice input, check issuance, file maintenance, vendor correspondence, research)
- Process semi-monthly check runs
- Coordinate employee out-of-pocket expense process
- Reconcile firm credit card activity
- Assist with the reconciliation of certain monthly general ledger accounts
- Prepare various journal entries
- All other duties as assigned
Qualifications:
- Bachelor’s degree in Accounting, Masters degree a huge plus
- 1 year or more of Broker Dealer experience highly preferred
- Real Estate accounting experience is a big plus
- Strong proficiency in QuickBooks, and Microsoft Excel
- Detail and deadline oriented with excellent time management skills
- Ability to multi-task projects
To apply for this position, please click here…
Position: Trade Operations Analyst
Work Location: Chicago, IL (Onsite)
Cabrera Capital is currently seeking a talented and passionate Trade Operations Analyst to play a critical role in maintaining and perfecting the firms domestic and international sales and trading function. As a Trading Operations Analyst, you will work with team members on accurate and timely trade reporting, settlement reconciliations, counterparty set-ups, as well as trouble shoot and work on ad hoc issues and projects. In this role you will be exposed to many technical and trading challenges while ensuring availability, stability and performance of the end-to-end environment.
Duties & Responsibilities:
- Responsible for the company’s middle and back office functions for all financial products
- Support all traders and sales associates in domestic and international equities, SWAPS, municipals, taxable fixed income, structured products, etc…
- Facilitate the trade process and settlement in various direct settlement international markets
- Confirm trades with multiple banks and brokers on a daily basis
- Troubleshoot ad hoc issues which include P&L discrepancy, complex trade and settlement breaks, payment queries, data and trade error
- Consistently monitor the regulatory landscape to identify potential local/foreign issues that may impact the firm and it’s clients.
- Assist with financial compliance examinations and inquiries from the SEC and/or FINRA and consistently ensure all transactions are processed in compliance with regulators at all times
- Create written operational and new client/foreign broker onboarding procedure
- Manage all CATS, TRACE & MSRB trade reporting, from submission to reconciliation
- Create and run trading and business intelligence reports for business needs/accounting
- All other duties as assigned
Qualifications:
- Over one (1) year of experience in middle/back office Trade operations
- Bachelor’s degree in Finance or STEM concentration
- Strong skills with Microsoft Office Suite
- Programming experience in Python or another language is highly preferred
To apply for this position, please click here…
Position: Chief of Staff
Location: Chicago, IL (Onsite)
The Chief of Staff is a very talented individual who serves as a trusted advisor and confidant to the Chief Executive Officer (CEO). The Chief of Staff will provide professional level support and valuable analysis for various projects, to ensure time optimization and operational efficiency for the CEO. Other responsibilities include the preparation of client documents, analyzing data from proposals and/or reports, preparing management reports, completing company profiles and research, reviewing information for accuracy, managing/owning projects, and composing various internal and external correspondences. The Chief of Staff needs to operate independently with the ultimate goal of expanding the CEO’s time and influence on cross functional projects.
Duties and Responsibilities:
- Create investor updates, pitch books/decks, speeches, conference submissions, presentations, and other various projects on behalf of the CEO
- Provide reliable analysis for various projects involving public, private, and governmental organizations as needed
- Act as an advisor and trusted resource to the CEO on a variety of topics
- Provide heavy analytical support by creating various sophisticated reports/presentations in Excel, Word & PowerPoint
- Collaborate and communicate regularly/effectively with the CEO, COO, and Managing Director’s at the firm
- Accurately compose internal and external communications (letters, e-mails, memos, etc.)
- Provide relevant documents and information needed for client meetings and ensure action points coming out of meetings are implemented
- Proactively read, comprehend, and analyze various proposals and contracts. Highlight areas of importance and provide your own key thoughts and strategies for review
- Regularly communicate and interface with important clients, political figures, government officials, dignitaries, and the Board of Directors in a courteous and professional manner
- Draft blog posts, articles, updates, social media content etc.…, from meeting, handbook, and company content
- Carefully handle and protect confidential/sensitive information always maintaining discretion
- Exercise appropriate judgment and assume responsibility for decisions
- Work independently with little or no supervision and perform with a sense of urgency
- All other duties as assigned
Qualifications:
- Bachelor’s degree in Finance, Economics, or STEM designation
- Two (2) or more years of analytical experience within the financial services industry
- Must be self-motivated and able to work independently in a fast-paced environment
- Advanced verbal and written communication skills with the ability to articulate information eloquently
- Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines
- Must have a meticulous attention to detail, and possess advanced proofreading skills
- Extremely strong organizational skills
- Must be resourceful and able to provide comprehensive company profiles and inclusive research on a variety of topics
- Consistently demonstrate a sense of urgency and possess pro-active skills to anticipate needs
- Comfortable interfacing and communicating with internal and external clients, prominent individuals, notable figures, governmental officials, dignitaries, etc…..
- Collaboratively work with all levels of staff in a pleasant and professional manner
- Polished presentation and poised with a can-do attitude willing to pro-actively go above and beyond specific direction/responsibilities
- High proficiency with Microsoft Office and CRM Systems
- Asset Management or Financial Reporting experience are a big plus
- SIE, FINRA series 7 and 63 licensures are preferred but not required
- Ability to work non-traditional work hours as needed and attend business related events
To apply for this position, please click here…
Position: Investment Banking Associate
Location: Chicago, IL (Onsite)
The Investment Banking Associate will be an integral part of the team and be responsible for servicing a client base across public/private markets. The individual will assist with business development efforts as requested. The person will work closely with the entire capital markets team and will regularly interact with investment, finance, operations and legal professionals as well as senior management within Cabrera Capital Markets.
Duties & Responsibilities:
- Prepare daily Morning Report
- Create presentations for current and prospective clients; assist with design and content curation
- Partner closely with internal stakeholders to provide data for pitch books and presentations
- Provide support to corporate finance team members related to meeting prep and follow up
- Organizing client/investor development activities such as corporate access events, conferences, and speaking engagements
- Manage pre-sales process including validation of requests and partner with leadership on spend decisions
- Prepare and distribute monthly/quarterly client activity reports
- Respond to ad-hoc requests for information and conduct industry analysis
- Respond to surveys from industry publications
- Shadow internal and external meetings/presentations to gain an awareness of client profiles and strategic funding needs
- Ensure that all client needs are consistently met and strive to exceed client expectations
Requirements:
- Bachelor’s Degree required (Preferably within Finance or Marketing)
- FINRA Series 7, 63 licenses (or within 90 days of hire)
- Four (4) or more years of related industry experience at an investment adviser, investment management, advisory consultant, or applicable industry firm
- Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
- Excellent project management, analytical and research abilities
- Excellent communication/interpersonal skills (written and verbal)
- Must be highly organized and demonstrate a strong attention to detail
- Self-confident and have the ability to maintain composure in challenging environment
To apply for this position, please click here…
Position: Human Resources Generalist – Part Time
Work Location: Chicago, IL (Onsite)
The Human Resources Generalist (HRG) is responsible for assisting the Human Resources Director with the daily operations of the Human Resources (HR) department. The individual will be responsible for administering essential functions of the HR department including employee benefits, diversity and inclusion initiative, HR metrics reporting, training and development, enforcing company policies, and event planning. The HRG will recommend best practices and new technologies for process improvement. The HRG will be a main point of contact for employee questions on HR related topics.
Duties & Responsibilities:
- Supports HR Director in educating employees on and enforcing company policies
- Gather and analyze applicable data to create various reports utilizing HR metrics; recommends improvements
- Produce regular reports and other on-demand reports as needed
- Assist with administering the firms diversity, equity and inclusion initiative
- Create YoY metrics regarding DEI efforts
- Able to interpret policies and procedures and to effectively disseminate information to all employees
- Administers and oversees benefit plans for employees
- Processes required documents for benefit changes through payroll and benefit providers to ensure accurate record keeping and proper deductions
- Manages the full-cycle annual open enrollment process
- Assist with development of human resources policies and procedures
- Efficiently responds to various employee questions and/or requests within a day to enhance job satisfaction by resolving/attending to issues promptly
- Responsible for ensuring compliance with mandatory annual training for all new and current employees
- Coordinates the annual employee performance review process by providing reminders and ensuring completion within designated time frame
- Recommend new benefits, perks, employee recognition programs, etc. to increase employee morale/satisfaction
- Monitors and keeps up-to-date on the latest HR trends, best practices, and new technologies in HR
- Researches and recommends HR programs to create efficient, employee morale, conflict-free workplace
- Acts as the main point of contact for employee questions on HR related topics
- Assist with organizing firm activities including monthly birthday/holiday celebration luncheons, holiday parties, team building activities, etc.
- Maintains employee confidential files
- Performs clerical duties (faxing, scanning, filing, copying, emailing, etc.) as needed
Requirements:
- Bachelor’s degree in Human Resources; Master’s degree a big plus
- Three (3) or more years of HR experience; Financial Services industry experience preferred
- Advanced verbal and written communication skills with the ability to effectively articulate information to all levels of the firm
- Professional demeanor, polished presentation, and poised with a can-do attitude, willing to pro-actively go above and beyond specific direction/responsibilities
- Consistently demonstrate a sense of urgency
- Confident and assertive personality with the ability to be direct in a professional manner
- Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines·
- Excellent conflict resolution skills
- Must be resourceful and able to quickly research information
- Understands the need to maintain confidentiality
- Proficient with MS Office (Excel, Word, PowerPoint)
- Able to work non-traditional business work hours as needed and attend business related events in the evenings or weekends
- Certifications such as PHR, SPHR, SHRM-CP, or SHRM-SCP are not required, but highly preferred
To apply for this position, please click here…
Position: Senior Municipal Bond Trader
Location: This role can be located in either Chicago, New York, Philadelphia, or Los Angeles
The Senior Municipal Bond Trader is responsible for trading of municipal bond securities on behalf of the firm with the intent to distribute them to our customers, the dealer community, and electronic platforms in the most profitable manner.
Duties & Responsibilities:
- Executes the Managing Directors sales strategies, plans, and goals for the department
- Profitably provide liquidity to institutional clients through making markets and trading municipal bonds
- Buy and sell municipal bond securities within the firm’s capital limits and risk tolerance
- Make sound risk adjusted decisions and trading within the business’s risk mandate
- Develops and maintains solid relationships with buy-side trading counterparts
- Manages and hedges an inventory of municipal bonds
- Provide market color and trade ideas to customers
- Partners with traders, sales, underwriters, analysts, bankers and other business partners to help grow the Municipal Product Group
- All other duties as assigned
Requirements:
- 3+ years of Municipal Securities Trading experience
- Knowledge of the municipal credit and taxable markets
- Bloomberg proficiency
- Strong analytical skills and an understanding of all municipal products
- Exceptional municipal knowledge within the California market and a history of managing municipal risk
- Established relationships across the municipal market, including buy-side clients
- Organized, affable, and able to work in a collegial, team-oriented environment
- Self-motivated with exceptional communication skills
- Series 7, 63, and Series SIE licensed
To apply for this position, please click here…
Position: Senior Accountant
Location: Chicago, IL (Onsite)
The Senior Accountant supports the Controller in carrying out the responsibilities of the Accounting department, with particular emphasis on accounts payable, the general ledger, and assisting the Real Estate division
Duties & Responsibilities:
- Prepare daily Morning Report
- Complete bank account reconciliations
- Maintain prepaid expense and fixed asset schedules
- Manage accounts payable/receivables cycle (invoice input, check issuance, file maintenance, vendor correspondence, research)
- Review Real Estate construction withdrawals and requests
- Process semi-monthly check runs
- Coordinate employee out-of-pocket expense process
- Reconcile firm credit card activity
- Assist with the reconciliation of certain monthly general ledger accounts
- Prepare various journal entries
- Assist as directed during regulatory and financial audits
- Perform other special projects, accounting or administrative tasks as required from time to time
- All other duties as assigned
Requirements:
- Bachelor’s degree in Accounting, Masters Degree a huge plus.
- Minimum of 3 years Broker Dealer or Real Estate related experience
- Must have strong proficiency in QuickBooks and Microsoft Excel
- YARDI property management software experience is a big plus
- Knowledge of loan and tax covenant requirements required
- Detail and deadline oriented with excellent time management skills
- Ability to multi-task projects
- Able to work independently and with little direction
To apply for this position, please click here…
Position: Investment Grade Sales Trader
Location: Chicago, New York, Los Angeles
Duties & Responsibilities:
- Trade investment grade, new issue and secondary bonds
- Generate trade ideas, assess relative value, provide updates on important news flow and portfolio recommendations to our portfolio managers clients
- Oversee multi-billion order flow of investment grade securities in fixed income capital markets
- Vet offerings and pitch trade ideas to the company’s portfolio management clients based on a deep understanding of mandate suitability
- Build and maintain strong relationships with the dealer community in order to support access to secondary market liquidity and primary market deal flow
- Identify relationships across markets and pitch potential trade opportunities that arise as a result
- Manage business development for the expansion of services to existing clients and procuring new clients
- Pro-actively communicates regularly with clients in an effort to manage expectations and help ensure client satisfaction
- Continually develop relationships with existing Wall Street sales, trading and syndicate desks
- Maintain and grow existing accounts and identify new key accounts
- Work closely with other trading teams to ensure implementation of best practices
- Manage risk in accordance with the Company’s desk policy
Qualifications:
- Must have Active Series 7 and 63 license
- Minimum of 3 years of relevant investment grade experience
- Team player with string interpersonal skills
- Excellent verbal and written communications
- Strong quantitative and financial technology skills (Bloomberg, Excel
- Detail-oriented and ability to juggle multiple task
- Demonstrates sound judgement and ability to work independently
To apply for this position, please click here…
About the Position
Location – Chicago, New York or Los Angeles
Duties & Responsibilities:
- Trade high yield, new issue and secondary bonds
- Generate trade ideas, assess relative value, provide updates on important news flow and portfolio recommendations
- Oversee multi-billion order flow of high yield securities in fixed income capital markets
- Vet offerings and pitch trade ideas to the company’s portfolio management clients based on a deep understanding of mandate suitability
- Build and maintain strong relationships with the dealer community in order to support access to secondary market liquidity and primary market deal flow
- Identify relationships across markets and pitch potential trade opportunities that arise as a result
- Manage business development for the expansion of services to existing clients and procuring new clients
- Pro-actively communicates regularly with clients in an effort to manage expectations and help ensure client satisfaction
- Continually develop relationships with existing Wall Street sales, trading and syndicate desks
- Maintain and grow existing accounts and identify new key accounts
- Work closely with other trading teams to ensure implementation of best practices
- Manage risk in accordance with the Company’s desk policy
Qualifications:
- Must have Active Series 7 and 63 license
- Minimum of 5 years of relevant high yield experience
- Team player with strong interpersonal skills
- Excellent verbal and written communication skills
- Strong quantitative and financial technology skills (Bloomberg, Excel, etc.)
- Detail-oriented and ability to juggle multiple tasks effectively
- Demonstrates sound judgment and ability to work independently
To apply for this position, please click here…
Position: Municipal Sales
Location: Open; Preferably Chicago, New York, Philadelphia, Los Angeles
The Municipal Salesperson must capitalize on their established customer relationships and to be able to distribute taxable and tax-free municipal bonds to institutional investors. Also, the Municipal Salesperson must be able to cultivate new relationships and ultimately monetize the business. The individual must be self-driven and have a proven track record of success with a variety of customers which may include money managers, hedge funds, mutual funds, insurance companies and municipalities.
Cabrera Capital has a strong commitment to diversity and inclusion; women and minority candidates are strongly encouraged to apply.
Duties & Responsibilities
- Bring a deep base of established customer relationships to the Cabrera platform. Customer relationships ideally consist of a mixture of various tiers
- Use established relationships to distribute taxable & tax-free municipal bonds to institutional investors
- Develop new relationships with the intention of distributing municipal bonds
- The ability to market primary market issuance including non-senior managed loans
- Excellent interpersonal skills including the ability to communicate technical market concepts concisely to team members and customers alike
- Strong partnership and teambuilding skills
- A strong knowledge of the municipal bond market landscape including credit, valuation and emerging trends in the marketplace
- All other duties as assigned
Qualifications:
- BA/BS degree
- Over 3 years of municipal sales experience
- SIE, Series 7 and Series 63 Exams
- Working knowledge of Excel & Bloomberg
- Strong work ethic with an entrepreneurial mindset
- Successful record of generating revenue
- Self-driven
- Excellent communication and interpersonal skills
To apply for this position, please click here…
Cabrera Capital Benefits
Cabrera offers the following comprehensive benefits package:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term and Long-Term disability
- Flexible Spending Accounts
- Health Savings Account
- Employee Assistance Program
- Pre-tax Commuter Transit Accounts
- 401(K) Retirement Plan
- Employee Profit Sharing Plan
Office Building Amenities:
- 24/7 Gym and Wellness Center
- Food Hall with 7 different kitchens with rotating menus
- Nap Pods
- 15 Minute On-Site Chair Massages
- Manicures
- Express Facials
- Retail in the building – Starbucks, Amazon Go, Sopraffina, Hannah’s Bretzel, and many more!
- Shoe Cobbler with Shoeshine Service
- Exclusive Lounge Areas
- Bike Racks in Building Garage
- Divvy Station located outside of the building
Please contact smurphy@cabreracapital.com for more information.
COVID-19 Considerations:
We are committed to maintaining safe working conditions for our employees and have implemented the following precautionary measures in the office:
- Installed commercial grade air purifiers that runs continuously during office hours to improve air quality
- Access to Personal Protective Equipment (face masks, gloves, hand sanitizer, sanitizing wipes & non-contact thermometer)
- Frequent disinfection of high touch surfaces throughout the day
- Employee self-screening symptoms form
- Daily contact log tracing