Lead Analyst, Capital Markets

Eaton\u2019s Corporate Sector division is currently seeking a Lead Analyst, Capital Markets. \n\nThe expected annual salary range for this role is $97000 - $143000 a year. \n\nPlease note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. \n\n## What you\u2019ll do:\n\nPosition Overview: \nThe Lead Analyst \u2013 Capital Markets serves as a key strategic partner within the Treasury team, supporting the development and execution of the Company\u2019s capital markets strategy. This role blends rigorous financial analysis, market insight, and cross-functional collaboration to support funding decisions, risk management, and long-term balance sheet optimization. \nThe analyst owns core forecasting and analytical processes (interest expense, leverage and credit metrics), supports execution of public debt and interest rate hedging transactions, and acts as a trusted analytical partner to Treasury leadership and internal stakeholders across Corporate FP\u0026A, Global Financial Accounting, and Tax. The role also provides opportunities to support broader Treasury activities including cash management, retirement investments, and insurance programs. \nIn this function you will: \n\u2022 Own and maintain detailed forecasts of interest expense, debt balances, and related cash flows, ensuring alignment with corporate financial plans and long-range outlooks \n\u2022 Develop, monitor, and analyze key credit and ratings agency metrics (e.g., leverage and coverage ratios), including forward-looking scenario and sensitivity analysis \n\u2022 Perform peer and market analysis of capital structure, financing strategies, and capital markets trends \n\u2022 Support the Senior Manager \u2013 Capital Markets in the execution of public bond offerings and other financing transactions \n\u2022 Assist in the design, execution, and monitoring of interest rate derivative hedging programs, including valuation, effectiveness analysis, and mark-to-market reporting \n\u2022 Interface with external banking partners \n\u2022 Serve as a key liaison between Treasury and Corporate FP\u0026A, Global Financial Accounting, and Tax \n\u2022 Provide analytical and operational support for cash management, liquidity, pension, and insurance activities \n\u2022 Identify and implement opportunities for process improvement, automation, and enhanced modeling.\n\n## Qualifications:\n\nRequired (Basic) Qualifications:\n\n\u2022 Bachelor\u2019s degree from an accredited institution \n\u2022 Minimum 3 years of experience in Treasury, Corporate Finance, FP\u0026A, banking, or financial services. \n\u2022 Relocation assistance is not available for this position. Only candidates currently located within a 50 mile radius of Beachwood, OH will be considered. Active Duty Military Service member candidates are exempt from the geographical area limitation. \n\u2022 Must be able to work in the United States without corporate sponsorship now and within the future \nPreferred qualifications: \n\u2022 Experience in a large multinational or publicly traded organization \n\u2022 Exposure to debt capital markets, interest rate hedging, or credit analysis \n\u2022 MBA, CFA, CPA, CMA, or CTP designation preferred.\n\n## Skills:\n\nPosition Criteria: \n\u2022 Demonstrated excellence in financial modeling, scenario analysis, and long-term forecasting. \n\u2022 Ability to translate complex financial data into clear, actionable insights. \n\u2022 Excellent communication and presentation skills and the ability to work with all levels, functions, and personalities within the organization, including executive management. \n\u2022 Ability to work effectively and collaboratively across a global organization. \n\u2022 Polished, business-professional communication style with confidence interfacing with external banking partners. \n\u2022 Collaborative, team-oriented approach across Finance and Treasury functions. \n\u2022 High ethical standards and discretion with confidential information. \n\u2022 Intellectual curiosity and desire to understand market drivers. \n\u2022 Strong drive for continuous improvement and value creation. \n\u2022 Comfort operating in a fast-paced, execution-oriented Treasury environment.\n\nWe are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant\u0027s race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.\n\nEaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.\n\nYou do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.\n\nTo request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at 1-800-836-6345 to discuss your specific need. Only accommodation requests will be accepted by this phone number.\n\nWe know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.\n