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Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the firm specializes in providing investment banking for municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed income securities, preferred equities, and cash management services. Cabreras diversified global client base includes corporate, governmental, and institutional entities across the globe. The firm also has a growing Real Estate practice. Cabrera Capital Partners, LLC provides commercial and multi-family real estate development expertise, investment, and consulting services to a full range of clients in the public, private, institutional, and non-profit sectors. We are proud to be a certified Minority-Owned Business Enterprise (MBE). While we take pride in our social mission, the firm competes effectively by providing superior client service and value.

The Senior Research Associate is a very talented individual who serves as an advisor and confidant to the Chief Executive Officer (CEO). This is a unique opportunity to partner with the C-Suite of a finance firm to help create change, and make an impact on policy and social programs nationwide. This individual will provide professional level support and valuable analysis for various projects, to ensure time optimization and operational efficiency for the CEO. The Senior Research Associate will operate independently and ultimately, work to expand the CEOs time and influence on cross functional projects.

Duties & Responsibilities:

• Create investor updates, pitch books/decks, speeches, conference submissions, presentations, and other various projects on behalf of the CEO
• Provide reliable analysis for various projects involving public, private, and governmental organizations
• Provide heavy analytical support by creating various sophisticated reports/presentations in Excel, Word & PowerPoint
• Collaborate and communicate regularly/effectively with the C-Suite and Managing Directors at the firm
• Proactively read, comprehend, and analyze various proposals and contracts. Highlight areas of importance and provide your own key thoughts and strategies for review
• Regularly communicate and interface with important clients, political figures, government officials, dignitaries, and the Board of Directors in a courteous and professional manner
• Accurately compose internal and external communications (letters, e-mails, memos, blog posts, articles, updates, social media content etc)
• Carefully handle and protect confidential/sensitive information and always exercise appropriate judgment
• Work independently with little to no supervision

Requirements

• Bachelors degree in Finance, Economics, Business Administration or related field
• Two (2) or more years of analytical experience within the financial services industry
• Must possess strong time management skills and be able to work independently in a fast-paced environment
• Must have strong organizational skills, a meticulous attention to detail, and possess advanced proofreading skills
• Must be resourceful and able to provide comprehensive company profiles and inclusive research on a variety of topics
• Consistently demonstrate a sense of urgency and possess pro-active skills to anticipate needs
• Display confidence while interfacing and communicating with internal and external clients, prominent individuals, notable figures, governmental officials, dignitaries, etc.....
• High proficiency with Microsoft Office and CRM Systems
• Spanish speaking ability/proficiency is a big plus
• SIE, FINRA series 7 and 63 licensures required (or within 90 days of hire)
• Ability to work non-traditional work hours as needed and attend business related events

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA, and company match)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development
• Employee Profit Sharing Plan
• 24/7 Gym and Wellness Center
• Nap Pods
• 15 Minute On-Site Chair Massages
• Retail in the building Starbucks, Amazon Go, Sopraffina, Hannahs Bretzel, and many more