Cabrera Capital Careers

Position: TFI Structured Product Institutional Sales

Location: Open

Cabrera Capital Markets is building out and expanding its structured product trading/sales desk including ABS, CMBS and RMBS/CRT. We are looking for a seasoned professional with an established book of business that includes Tier 1 – Tier 3 institutional clients. We are active in both primary and secondary markets. There are over 1,000 open institutional clients of the firm that require structured product coverage. Soliciting new relationships and converting prospects into revenue-generating accounts is also an ongoing responsibility.

Cabrera Capital has a strong commitment to diversity and inclusion, women and minority candidates are strongly encouraged to apply.

Duties & Responsibilities:

• Effectively engage and maintain coverage of Tier I through Tier 3 buy-side institutional clients for structured product in both primary and secondary markets
• Generate reverse inquiry to drive primary issuance
• Facilitates and promotes TFI sales/trading activity by effectively interacting with Traders, Bankers and Clients
• All other duties as assigned

Qualifications:

• Securities Industry Exam, Series 7 and Series 63
• Advanced comprehension of the fixed income markets and structured products securities
• Must possess the highest level of integrity, strong analytical skills, and critical thinking skills

To apply for this position, please forward a copy of your resume to cau@cabreracapital.com.

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 forward a copy of your resume to cau@cabreracapital.com. Thank you.

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 forward a copy of your resume to cau@cabreracapital.com

About the Position

Location:             Chicago or New York

About: Cabrera Capital Markets is a boutique investment bank that is a trusted advisor to founder-led small and medium-sized enterprises (SMEs) across a wide spectrum of sectors – from Industrial Services and Infrastructure Management to Emerging Tech and Digital Economy, and beyond.

Since the launch of Cabrera Capital Markets in 2001 – a platform that has executed over $1 trillion in debt and equity financings to date – we continue to build upon an extensive network of global relationships that connects clients with bespoke idea sets and creative resources that deliver measurable results.

Our team is heavily differentiated through its significant experience as entrepreneurs, operators, and private equity investors, which provides a unique set of lenses for advising clients through mergers & acquisitions (M&A) and strategic solutions that complement their narrative and vision.

Opportunity Overview:

Have you honed your skills as an IB Associate / Director / VP to a level where you believe you are ready to take the next step?

OR have you been hoping to become more thesis-driven in your approach to the advisory landscape?

OR maybe you are a talented member of a highly active corporate development team who is looking to diversify your approach to the SME landscape?

…if any of those thoughts resonate, we would enjoy the opportunity to learn more:

Please complete the following Form (takes less than 5 min): https://forms.office.com/r/Jdy48yKb2U

Description:  The Advisory and Strategic Initiatives Division is looking to hire a highly proficient Vice President / Senior Associate with an entrepreneurial mindset to join our team and assist in growing our advisory practice. The individual will oversee incoming Analysts and Associates, while cultivating personal thesis for client / landscape development with the support of the team’s Managing Directors.

Duties & Responsibilities:

• Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales, and divestures.
• Leading the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiating of contracts and other agreements.
• Performing industry research and performing financial, economic, and valuation analysis of companies primed for M&A consideration or other strategic solutions
• Preparing written analysis and presentation materials, evaluating market opportunities for use by the firm and its clients.
• All other duties as assigned

Qualifications:

• Bachelor’s Degree; Master’s Preferred
• Over 3 years of experience in investment banking or on a highly active corporate development team
• SIE and Series 79 required or within 90 days of hire
• Advanced analytical / modeling skills with practiced attention to detail
• Client-ready communication and strong interpersonal skills
• Demonstrated self-motivation and evidence of strong time management
• Proficient with Excel and PowerPoint
• Must be able to travel for client meetings and events during work hours, in the evenings and/or weekends, approximately 25%

Position: Senior Municipal Bond Trader

Location: Chicago, New York, Dallas, or Philadelphia

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.

Cabrera Capital has a strong commitment to diversity and inclusion, women and minority candidates are strongly encouraged to apply.

Trading 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
• Provides 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

Qualifications:

• 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 with 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

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
• BA/BS degree
• 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 forward a copy of your resume to cau@cabreracapital.com. Thank you.

About the Position

Location: Chicago, Illinois

Duties & Responsibilities:

• Answering the phone prior to the 2^nd ring, announcing calls, and transferring to the appropriate individual; taking messages when needed
• Greeting visitors pleasantly, retrieving refreshments and hanging up coats/bags
• Taking inventory of office and break room supplies to ensure all supplies are fully stocked; forward ordering needs in a timely manner to HR
• Restocking all supplies (copy paper, office supplies, break room supplies, etc.)
• Emptying and filling the dishwasher daily ensuring all dirty dishware are clean
• Monitoring restocking personal protective equipment and COVID-19 related supplies including masks, gloves, sanitizer, wipes, bottled water, canned water, etc. throughout the day as needed
• Daily preventative cleaning (using sanitizing wipes) of frequently used high-touch surfaces throughout the office on a regular basis
• Ensuring that all employees complete the daily COVID Employee Self-Screening Form and the daily Contact Tracing Log
• Clerical duties including data entry, copying, faxing, scanning, filing, shredding, etc.
• Assist with firmwide RFPs as needed (assembling, binding, boxing, sending, etc.)
• Handles mail and package delivery (regular, overnight packages, UPS, Fed Ex, etc.)
• Assist HR with daily tasks and projects as assigned
• Coordinating and scheduling the conference call number and conference room
• Assist with setting-up for various meetings in the conference room
• Assist with office parties, special events and catering orders
• Ensure that the reception area is organized and free of clutter
• Maintain the organization and cleanliness of the storage area
• Assist with after hour work events as needed
• Entering visitors into building system
• Assist with office errands (in and out of the office) as needed
• All other duties and projects as assigned

Qualifications:

• Over 1 year of related experience
• Excellent verbal communication skills
• Professional appearance
• Dependable and punctual
• Ability to multi-task projects
• Flexibility to assist with various projects
• Comfortable with speaking with prominent individuals
• Excel and Word experience
• A can-do and flexible attitude

Please forward a copy of your resume to cau@cabreracapital.com. Thank you.

Position: Executive Assistant

Location: Chicago

The Executive Assistant (EA) provides professional and level support to a C-Suite Executive in a fast-paced and deadline driven environment. The EA has a critical role in ensuring the efficiency and operational effectiveness. In this highly visible position, the EA must comfortably interact frequently with the Board of Directors, prominent individuals, notable figures, governmental officials, and dignitaries. Also, the individual must maintain a superior level of communication while maintaining confidentiality with everyone the EA interacts with including vendors, Board members, management, and employees at all levels of the organization. The EA is able to work independently with minimal supervision.

The administrative duties include maintaining daily schedules, managing the flow of calls, arranging travel logistics, writing letters/memo’s, coordinating (in-person and remote) meetings, professionally greeting visitors, maintaining filing system, organizing contacts, and handling personal matters/responsibilities.

Cabrera Capital has a strong commitment to diversity and inclusion, women and minority candidates are strongly encouraged to apply.

Duties & Responsibilities:

• Arrange domestic and international travel schedules and manage time sensitive changes therefore ensuring a seamless itinerary
• Effectively coordinates conference calls (reserving conference call numbers, emailing relevant information to participants in a timely manner, preparing information prior to the call, logging onto zoom calls, etc.) taking into consideration different time zones
• Accurately schedules and organizes calendar including business meetings, travel schedules, personal commitments and charity events therefore ensuring no overlap between obligations
• Pro-actively anticipates needs and coordinates all aspects of on-site and off-site meetings before, during and after by providing supportive documents and other pertinent information relating to the meeting as needed (presentations, information packets, contact information, comparison data, individual’s bio’s, reserving room, catering needs, etc.)
• Regularly communicates and interfaces with important vendors, clients, political figures, government officials, dignitaries, and the Board of Directors in a courteous and professional manner
• Creates PowerPoint presentations as needed
• Effectively perform detailed research on various projects as needed
• Competently compose internal and external written communication (correspondence, letters, e-mail, memo, etc.) per verbal instructions in an accurate manner
• Effectively organize the priority of flow of internal and external communications including phone, email and mail correspondence
• Capable of communicating information effectively and collaborating in a fast-paced environment
• Professionally manage and screen phone calls and refer appropriately
• Meticulously maintain contact information by logically grouping the individuals in a sensible manner; updating information regularly on Microsoft Outlook
• Implement and maintain an organized filing system (paper and e-mail) by developing methodologies for easy access
• Graciously meet and greet visitors by maintaining a professional disposition and pleasant temperament
• Efficiently handles general bookkeeping including preparing expense reports,
• Capable of organizing and completing large mailings via USPS or e-mail
• Carefully handles and protects confidential and sensitive information with discretion
• Able to create mail and label merge from Outlook, Excel and Word for mass mailings
• Assist other support staff and/or staff as needed
• Performs as the back-up receptionist and answers the main telephone line at the front desk in absence of the receptionist
• Assists with a variety of personal responsibilities including, but not limited to, running errands, getting coffee, submitting personal payments, managing personal household needs, scheduling personal appointments, making personal travel arrangements and misc. personal requests
• Exercises administrative judgment and assumes responsibility for decisions
• Works independently with little or no supervision and performs with a sense of urgency
• All other duties as assigned

Qualifications:

• Bachelor’s Degree
• Over 5 (five) years of executive level support experience preferably in the financial industry
• Confident and assertive personality with the ability to be direct in a professional manner
• Self-motivated and able to work independently in a fast paced environment
• Collaboratively work with all levels of staff in a pleasant and professional manner
• 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
• Comfortable with interfacing and communicating (verbal, written, in-person) with the Board of Directors, prominent individuals, notable figures, governmental officials and dignitaries
• Professional demeanor, polished presentation and poised with a can-do attitude willing to pro-actively go above and beyond specific direction/responsibilities
• Excellent attention to details, must be meticulous and possess advance proofreading skills
• Extremely strong organizational skills
• Must be resourceful and able to quickly research information
• Consistently demonstrate a sense of urgency
• Possess pro-active skills to anticipate needs
• High proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook and the Internet
• Programming experience preferred
• Ability to work non-traditional work hours as needed and attend business related events