Data Analyst – Capital Markets

Role Overview We are looking for a Data Analyst-Capital Markets to support collateral and loan documentation review activities within a capital markets environment. This role requires strong Excel skills and prior exposure to capital market operations, with hands-on experience reviewing loan-related documentation. The position is execution-focused and suited for early-career professionals looking to build depth in financial analysis and lending operations. Key Responsibilities Review and validate loan documentation and client support files Perform data analysis related to collateral, receivables, and inventory where applicable Analyze trends and variances in financial and collateral data within capital markets portfolios Identify data gaps, inconsistencies, and potential risk indicators and escalate per process Extract, format, and upload client data using Excel-based tools and templates Maintain and update Excel formulas used for data extraction and reporting Review client submissions for completeness and adherence to predefined requirements Coordinate with internal teams to resolve missing or incomplete documentation Communicate findings clearly to internal stakeholders Required Qualifications 4-8 years of experience in capital markets operations or analysis Strong Microsoft Excel skills including formulas, functions, lookups, and data analysis Prior experience with loan document review or financial documentation Strong numerical aptitude and attention to detail Comfortable working in a structured, process-driven environment Preferred Qualifications (Nice to Have, Not Mandatory) Exposure to Asset Based Lending (ABL) or secured lending Accounting or finance background Experience with collateral, receivables, or inventory analysis Ideal Candidate Profile Early-career professional with real execution experience Excel-heavy, detail-oriented, and process compliant Comfortable doing hands-on analysis and documentation work Job Type: Contract Pay: $30.00 - $33.00 per hour Expected hours: 40 per week Application Question(s): Do you have hands-on experience with Capital markets ? Rate yourself for Excel on a scale of 1 to 10 . Work Location: Hybrid remote in Charlotte, NC