Cabrera Capital Careers

Associate, Capital Markets (NY & San Francisco)

Position Location – San Francisco, CA and New York, NY

We are seeking an investment banking and corporate finance professional with an emphasis on capital markets transactions with over three years of experience in originating, structuring, executing and managing transaction for corporate clients.

We have a strong commitment to diversity and inclusion, women and minority candidates are strongly encouraged to apply.

Essential Duties & Responsibilities:

• Manage relationship with clients and originate capital markets transactions
• Advise private and public companies on capital raising and capital structure optimization
• Evaluate client’s overall capital plan and strategic financing goals
• Analyze client’s financials goals and provide presentations related to potential debt and equity offerings strategies
• Responsible for ongoing analysis of clients’ funding needs
• Manage all aspects of client’s capital raising efforts and potential offerings (Structuring, marketing and roadshows, origination, closing)
• Develop and design marketing strategy effort for different types of capital raising
• Work with Cabrera Capital’s management team to grow and expand capital markets capabilities
• All other duties as assigned

Knowledge, Skills & Abilities:

• Bachelor’s degree, Finance major preferred
• 3+ years of Capital Markets experience
• Advance analytical skills with attention to detail
• Advance knowledge of Excel
• Excellent verbal and written communication skills
• Proven track record of successfully managing client relationships
• Highly self-motivated and works well under pressure
• Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines
• Possess pro-active follow-up skills
• Team player with strong interpersonal skills
• Able to demonstrate sound judgment and ability to work independently
• Detail oriented and able to multi-task effectively
• 40% travel required

Required Licenses (or within 90 days from hire):

• Securities Industry Essentials Exam
• FINRA Series 7
• FINRA Series 63
• FINRA Series 79

Position: Investment Grade Sales Trader

Location: Chicago, New York, Los Angeles

Cabrera Capital Markets, LLC is an investment bank and full service institutional brokerage firm with 8 offices throughout the country. Cabrera provides a range of services worldwide to a substantial and diversified client base that includes financial institutions, unions, governments, corporations, hedge funds and foundations/endowments. Cabrera Capital Markets is certified as a Minority Business Enterprise (MBE).

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 commnications
• Strong quantitative and financial technology skills (Bloomberg, Excel
• Detail-oriented and ability to juggle multiple task
• Demostrates sound judgement and ability to work independently

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

Department/Division: Corporate Finance

Reports To: Managing Director

Travel Required: 40%

Position Summary & Purpose

Investment banking and corporate finance professional with an emphasis on debt capital markets with over eight years of experience in originating, structuring, executing and managing transaction for corporate clients.

Education and Work Experience

• Bachelor’s degree required
• Fluent in foreign languages due to global exposure

Required Licenses & Certificates

• Series 7
• Series 63
• Series 79

Essential Duties and Responsibilities

• Manage client relationships and originate transactions debt offerings
• Analyze client’s financials to provide debt presentation offerings and strategic financial solutions
• Manage all aspects of client’s debt offerings
• Advise private and public companies on debt capital raising
• Source debt financing for corporate clients
• Evaluate clients overall business plan
• Develop marketing strategy and financial strategy for clients debt capital raising
• Analyze clients financials and provide comprehensive presentation offering strategic financial (business) solutions
• Manage all aspects of debt capital transactions
• Work with management to grow and improve debt capital markets capabilities
• Responsible for debt offerings origination and coverage
• Responsible for ongoing analysis of clients debt funding needs
• Develop marketing and financial strategy and presentations before, during and after a debt offering
• All other duties as assigned

Knowledge, Skills & Abilities Requirements

• Advanced Knowledge of Excel

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

About the Position:

Cabrera Capital Markets, LLC is an investment bank and full service institutional brokerage firm with 8 offices throughout the country. Cabrera provides a range of services worldwide to a substantial and diversified client base that includes financial institutions, unions, governments, corporations, hedge funds and foundations/endowments. Cabrera Capital Markets is certified as a Minority Business Enterprise (MBE).

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

About the Position:

Seeking experienced Senior Bankers with existing relationships to expand Cabrera Capital Markets’ participation in negotiated municipal new issues in the Midwest, Northeast or West Coast regions.

Responsibilities:

• Primarily responsible for maintaining and procuring key relationships for municipal new issue assignments as senior manager or co-manager
• Cultivate client relationships by providing relevant and innovative ideas and recommendations to issuers for capital plans, new issue structures and budget solutions
• Oversee new issue transaction execution including documentation, pricing, presentations to investors and rating agencies, and deal closing
• Work closely with the underwriting, sales and trading team to ensure seamless transaction execution
• Review RFP responses, pitch books and client presentations for accuracy and appropriateness
• Attend various events during non-business hours on behalf of Cabrera to network and cultivate business relationships
• All other duties as assigned

Qualifications:

• Bachelor’s degree
• Master’s degree preferred
• Minimum of 8 years of Public Finance Investment Banking experience
• Series 7 and 63
• Must possess a high level of motivation, initiative, goal-orientation and leadership
• Strong professional communication, inter-personal skills, and the ability to succinctly express complex ideas verbally and in writing
• Proficiency in managing multiple projects effectively in a timely manner with attention to detail
• Ability to work independently and as part of a team

Staff Accountant – Yardi Experience Required

Position Location – Chicago

We are seeking a Staff Accountant to support the Controller in carrying out the responsibilities of the department for all Cabrera Capital entities, with particular emphasis on accounts payable/receivables, the general ledger and assisting the Real Estate division.

We have a strong commitment to diversity and inclusion, women and minority candidates are strongly encouraged to apply.

Essential 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
• Acts as the back-up front desk receptionist to cover lunch breaks, vacation time and days off
• All other duties as assigned

Knowledge, Skills & Abilities:

• Strong proficiency in Microsoft Excel and Yardi required
• Experience with QuickBooks is preferred
• Knowledge of loan and tax covenant requirements required
• Detail and deadline oriented
• Excellent time management skills
• Ability to multi-task projects
• Able to work independently and with little direction

Education and Work Experience:

• Bachelor’s degree in Accounting/Finance preferred
• Minimum of 3 years of related experience