Capital Markets Research Analyst (Bucks County, PA)

Our client, an award winning valuation firm, is seeking a Capital Markets Research Analyst for enhancing their marketing content. The key responsibility of this role is to research transaction and debt market yield data from various sources and compile a proprietary database for internal and external use. The Capital Markets Research Analyst will also assist in building and executing on internal and external value-add initiatives, including market updates, articles, and informative events. In addition, this person would assist sales and marketing staff in client meetings, industry events, and on an as needed basis. Overall, this will be an hands-on, multi-faceted role with exposure to senior management and significant opportunity for the right individual.  This career path would include becoming a Subject Matter Expert in their field, and marketing their products accordingly.



  • Management of data sources (internally and externally developed), including the maintenance of existing resources and development of new sources.
  • Research and analysis of Capital Market trends
  • Lead role in developing reports, newsletters, and presentations for internal and external use based on the above research
  • Assist in marketing initiatives, including periodic market and industry intelligence
  • Collaborating with team members to understand client and market needs and create products with tangible business impact



  • Bachelor’s Degree in Finance is related. MBA and/or CFA a plus.
  • 2-3 years relevant experience
  • Excellent written and verbal communication skills
  • Experience with advanced techniques in Microsoft Excel, Access, Project & PowerPoint
  • Database operation and management experience is a plus
  • Programming capabilities is a plus


US Citizenship Required


Location: Bucks County, PA

Compensation: Competitive Base Salary plus Quarterly Profit-Share & Wall Street Bonus


Contact a Recruiter at Careers on The Move