Investment Analyst – Event-Driven / Capital Markets

New York OR Boca Raton, Florida

About the Role

We are seeking a high-performing Investment Analyst to join our team, focused on event-driven and capital markets strategies across public and private special situations.

This role offers direct exposure to live deal flow, working closely with senior investors on the sourcing, structuring, execution, and hedging of transactions involving PIPEs, convertibles, warrants, and preferred securities.

You will operate in a fast-paced, high-conviction environment where attention to detail, speed, and ownership are critical.

What You’ll Do

• Support the structuring and execution of transactions across PIPEs, follow-ons, convertibles, warrants, and preferred securities
• Build and maintain cap tables, waterfalls, and scenario-based financial models
• Analyze capital structures and evaluate risk/reward across different instruments
• Model conversion economics and manage workflows related to warrants and convertible securities
• Assist in hedging strategies, including monitoring borrow/locate availability and costs
• Track market activity, filings, and event-driven catalysts (SPACs, de-SPACs, capital raises)
• Conduct diligence, maintain deal trackers, and coordinate with legal, operations, and compliance teams
• Participate in calls with management teams, banks, and counterparties
• Support post-trade processes including allocations, transfers, and registration tracking

What We’re Looking For

Experience

• 1–3 years of experience in:
• Investment Banking (ECM, LevFin, M&A), or
• Hedge Funds / Credit / Structured Products
• Direct exposure to capital markets transactions (PIPEs, convertibles, warrants, preferreds)

Technical Skills

• Advanced Excel (financial modeling, cap tables, sensitivities)
• Bloomberg proficiency
• Strong analytical and quantitative capabilities

Knowledge & Expertise

• Understanding of capital structures and event-driven investing
• Familiarity with:
• Convertible securities and warrant mechanics
• Hedging concepts (delta, vega, short mechanics)
• Borrow/locate dynamics
• Rule 144 / 144A / Reg D / Reg S frameworks

Attributes

• Exceptional attention to detail
• Strong ownership and execution mindset
• Ability to manage multiple priorities in a fast-paced environment
• Clear and concise communicator
• Team-oriented with an entrepreneurial approach

Work Environment

• Hybrid (NYC: 2–3 days/week preferred)
• Boca Raton, FL option available
• Remote considered (Eastern hours)
• Occasional nights/weekends depending on deal flow

Why Join Us

• Direct exposure to live transactions and investment decisions
• Opportunity to work in a lean, high-impact team
• Accelerated learning in capital markets and special situations investing