Financial Analyst - Capital Markets

Herndon, VA, US

Job purpose


The Financial Analyst – Capital Markets is a highly visible role that will support the management of the Company’s corporate banking and investment community relationships. The position requires a self-starter who will create, maintain, and support the production of deliverables and activities as they relate to shareholders and debt holders.


Duties and responsibilities


  • Collect earnings models from the broker community and regularly compile and maintain consensus estimates
  • Review analyst research reports and summarize the external view for internal distribution to senior management
  • Manage the contact tracking of investor meetings and publish quarterly activity report
  • Coordinate updates to the investor relations web site including managing the webhosting relationship
  • Assist with the quarterly earnings release preparation including the earnings press release, presentation, and script
  • Support the creation of internal Board reports summarizing external views of the company’s performance, key investor meetings & issues, changes in shareholding and targeting activity
  • Aid in capital market transactions, reconciliation, reporting and monitoring needs
  • Ensure compliance with debt agreements and covenants
  • Aid in Beacon’s business insurance program including reviewing policies/programs and supporting renewal efforts
  • Partner with both financial and business functions to provide proactive recommendations in area of liquidity, capital markets, and banking relationships; prepare any material needed to model, execute, and report on related transactions
  • Serve as a backup to Treasury operations including initiating wire transfers, reviewing positive pay, and compiling the necessary audit trail documentation
  • Make a positive contribution through identifying and implementing process efficiencies and improvements
  • Assist with ad hoc projects
  • Demonstrate ability to explore and quickly grasp new technology




  • 4-7 years of finance experience (treasury, banking, brokerage, or investor relations experience, preferred)
  • Fundamental understanding of equity and debt markets
  • Effectively communicate complex topics and analytics with all levels of the organization
  • Ability to work in a changing environment
  • Collaborative business partner, adept in building cross-functional relationships to drive business results
  • Solid understanding of, and experience with, quantitative and qualitative financial analysis
  • Demonstrated successful experience working in a demanding, high performance work environment and team-oriented cross functional culture
  • Strong reading and writing skills as well as high attention to detail
  • Proficiency with MS Office products is required including an advanced understanding of Excel
  • Demonstrate the ability to explore and quickly grasp new technology
  • Comprehensive knowledge of business acumen, financial concepts, and procedures


Working conditions


  • Minimal travel requirements as needed for business purposes
  • Working space will be in a quiet open environment seated within a cubical
  • Work assignments may be completed remotely and/or available company offices/branches within respective markets


Physical requirements


  • Long periods sitting at a desk and working on a computer and/or keyboard
  • Heavy methods of verbal and auditory communication via phone, virtual calls, and/or email

“Our goal at Beacon is to cultivate an environment where all ideas are welcomed, and all our people feel empowered.”

Nearest Major Market: Washington DC