Senior Financial Associate – Capital Markets & Advisory
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