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