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Capital Markets Origination Jobs (NOW HIRING)

Partner with the Head of the Broker-Dealer and Access deal teams to originate and lead buy-side and sell-side M&A advisory mandates * Own capital markets execution including debt and equity capital ...

Head of Capital Markets

New York, NY ยท On-site

$180K - $200K/yr

Work cross-functionally with product, finance, legal, and ops to scale origination safely and ... Proven experience in capital markets, with a background in banking, hedge funds, or fintech ...

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Capital Markets Origination information

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$27K

$114.3K

$230.5K

How much do capital markets origination jobs pay per year?

As of Jun 17, 2026, the average yearly pay for capital markets origination in the United States is $114,288.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $136,000.00 per year, depending on experience, location, and employer.

What is the difference between Capital Markets Origination vs Investment Banking Analyst?

AspectCapital Markets OriginationInvestment Banking Analyst
CredentialsBachelor's degree, finance or related field; certifications like CFA beneficialBachelor's degree, finance/economics; often pursuing CFA or MBA
Work EnvironmentFast-paced, client-facing, primarily in capital markets teamsOffice-based, client and deal-focused, within investment banking divisions
Industry UsageUsed in capital markets for debt/equity issuanceUsed across mergers, acquisitions, and capital raising

While both roles involve financial analysis and client interaction, Capital Markets Origination focuses on structuring and executing debt and equity offerings in the capital markets, whereas Investment Banking Analysts work on a broader range of advisory and deal execution services across various financial transactions.

What are the key skills and qualifications needed to thrive as a Capital Markets Origination professional, and why are they important?

To thrive in Capital Markets Origination, you need strong financial analysis skills, deep understanding of capital markets, and often a degree in finance, economics, or a related field. Familiarity with financial modeling tools, Bloomberg Terminal, and knowledge of regulatory frameworks are typically required, and certifications like CFA can be advantageous. Excellent communication, relationship-building, and negotiation skills are essential for managing clients and collaborating with internal teams. These competencies ensure successful deal structuring, client trust, and the effective execution of complex transactions in fast-paced market environments.

What is Capital Markets Origination?

Capital Markets Origination refers to the process of helping companies, governments, and other entities raise capital by issuing securities such as stocks or bonds. Professionals in this field work with clients to structure, price, and distribute new financial instruments in the primary market. They coordinate between issuers and investors, manage regulatory requirements, and help ensure successful fundraising through public or private offerings. This work is essential for clients to access funding for growth, acquisitions, or other financial needs.

What are some common challenges faced by professionals in Capital Markets Origination and how can they be managed?

Professionals in Capital Markets Origination often encounter challenges such as managing tight deal timelines, navigating regulatory requirements, and balancing the interests of various stakeholders. The fast-paced environment demands strong project management skills and the ability to adapt quickly to market changes. Collaborating closely with legal, compliance, and risk teams is essential to ensure all aspects of a transaction are handled properly. Proactively communicating with clients and internal teams can help manage expectations and keep deals on track.
More about Capital Markets Origination jobs
What cities are hiring for Capital Markets Origination jobs? Cities with the most Capital Markets Origination job openings:
What states have the most Capital Markets Origination jobs? States with the most job openings for Capital Markets Origination jobs include:
Infographic showing various Capital Markets Origination job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $114,288 per year, or $54.9 per hour.
Principal, Capital Markets

Principal, Capital Markets

Access Holdings

New York, NY โ€ข On-site

Full-time

Posted 16 days ago


Job description

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com.
POSITION OVERVIEW
Access Holdings is building Access Holdings Capital Markets (AHCM), a new registered broker-dealer anticipated to receive FINRA approval in July 2026. AHCM will serve as a fully integrated capital markets platform supporting the firm's lower-middle market strategy, including M&A advisory and capital raising, while also expanding to serve third-party clients over time.
Access Holdings is seeking a Principal for Access Holdings Capital Markets (AHCM), an entrepreneurial, licensed securities professional (Series 24 and Series 79) who will partner with the Head of the Broker-Dealer to build and scale AHCM, while operating with the independence and authority to own initiatives, drive outcomes, and lead the platform as it matures. This is a rare opportunity to help build an institutional-quality broker-dealer from the ground up within a well-capitalized, growth-stage alternative asset manager. The right candidate combines deep broker-dealer operational and compliance expertise with credit capital markets fluency, a commercial mindset, and the entrepreneurial drive to build something enduring. The Principal reports to Chris Blackwell, Partner and Head of AHCM.
In addition to broker-dealer leadership responsibilities, the Principal will lead the Access Holdings Credit Capital Markets team, organizing and leading all third-party financing efforts for new platform formation as well as portfolio company add-on financing initiatives.
KEY RESPONSIBILITIES
Develop the Broker-Dealer Platform
  • Partner closely with the Head of the Broker-Dealer to shape and execute AHCM's strategy, operating model, and market positioning
  • Drive the buildout of platform infrastructure, team, and culture as AHCM moves from registration through early growth
  • Own and drive decisions around service design, commercial prioritization, and platform development
  • Establish and grow AHCM's presence and reputation within the lower-middle market ecosystem

Lead M&A Advisory and Capital Markets Execution
  • Partner with the Head of the Broker-Dealer and Access deal teams to originate and lead buy-side and sell-side M&A advisory mandates
  • Own capital markets execution including debt and equity capital raising for portfolio companies and third-party clients
  • Build and own transaction execution playbooks and engagement models as the platform matures
  • Lead private debt financing processes across the capital structure, including cash flow modeling, risk scenario analysis, and preparation of underwriting memorandums for internal investment committee review
  • Cultivate and own relationships with leading middle market banks and private credit firms active in leveraged finance and unitranche transactions; develop go-to-market lender materials and lead all third-party debt financing engagement for portfolio companies and third-party clients

Grow the Commercial Platform
  • Identify, develop, and own third-party client opportunities and service offerings
  • Define and execute AHCM's go-to-market approach, engagement frameworks, and fee structures
  • Partner with the Access Acceleration Center (A2C) and portfolio company leadership to originate and execute transactions
  • Drive external business development and build AHCM's brand in the market

Drive Shared Commercial Outcomes
  • Originate and execute transactions in partnership with AHCM and Access leadership, contributing meaningfully to platform revenue
  • Maintain an active pipeline and bring disciplined commercial rigor to deal sourcing, structuring, and closing
  • Identify opportunities to expand AHCM's reach and client base over time

QUALIFICATIONS
Required
  • Active FINRA Series 24 (General Securities Principal) license, in good standing, with no pending disciplinary matters, held at time of application
  • Active FINRA Series 79 (Investment Banking Representative) and Series 7 (General Securities Representative) licenses, in good standing, held at time of application
  • 10+ years of experience in investment banking, broker-dealer operations, private equity advisory, or a related field
  • Demonstrated experience building or leading a registered broker-dealer, investment bank, or similar regulated financial services business
  • Deep knowledge of FINRA rules, SEC regulations, and broker-dealer compliance requirements
  • Track record of executing M&A advisory mandates and/or capital raising transactions in the middle or lower-middle market
  • Proven ability to manage a P&L and build a team from an early stage
  • Formal credit underwriting training and/or loan structuring experience at a leading market participant
  • Proficiency in creditors' rights and loan documentation
  • Robust, established relationships with leading middle market banks and private credit firms active in leveraged finance and unitranche transactions
  • Demonstrated experience structuring buy-and-build financing transactions, including management of substantial pro forma quality of earnings adjustments
  • Strong commercial instincts with the ability to originate, develop, and close client relationships

Preferred
  • Experience in the lower-middle market or private equity ecosystem
  • Prior roles as a registered principal (Series 24 principal capacity)
  • Experience launching or scaling a new BD platform or boutique advisory firm
  • Existing relationships with lenders, institutional investors, family offices, or other capital markets participants
  • Exposure to data-driven and technology-enabled transaction workflows

PERSONAL ATTRIBUTES
The ideal candidate is an entrepreneurial, high-integrity professional who combines institutional discipline with a founder's drive. They are comfortable operating in a high-performance culture, accountable for outcomes, and energized by building something from scratch.
  • Entrepreneurial and visionary - translates bold ideas into structured plans and executes with discipline and urgency
  • Commercial and client-focused - naturally draws and retains client relationships through trust and execution quality
  • Candidates must embrace Access Holdings' Core Values:
  • We Execute with Urgency. We get it done-today, not tomorrow. We move decisively, prioritize what matters, and follow through without delay.
  • We Own the Outcome. We are radically accountable for results. No excuses. We take responsibility, solve problems, and deliver.
  • We are Driven by Process and Performance. We operate with discipline and rigor. Strong processes enable consistent, high-level performance, and we continuously improve both.
  • We Win through Excellence. Excellence isn't a one-time event; it's the way we do everything, every day. We hold ourselves and each other to a higher bar, and that is what sets us apart.
  • We Build Market-Leading Businesses. We think and act like owners. We create enduring value by building businesses that lead, outperform, and win.