Investment Analyst - Event-Driven / Capital Markets

Investment Analyst - Event-Driven / Capital Markets at Loom Haven Advisors Investment Analyst - Event-Driven / Capital Markets at Loom Haven Advisors in West New York, New Jersey Posted in about 16 hours ago.

Type:

full-time

Job Description:

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