Financial Markets and Investments Manager

Financial Markets and Investments Manager

About the Role & Team

As a Financial Market and Investments Manager for The Walt Disney Company, you will play an important role in helping the Company raise capital in the global financial markets and manage the Company’s relationships with investment banks (such as JPMorgan, Goldman Sach and Morgan Stanley) and credit rating agencies (Moody’s, S&P and Fitch).  This role sits within the Corporate Finance team, which serves as an in-house financial advisor for the Company and helps solve challenging financial questions on a daily basis, including shareholder capital return recommendations (share repurchases/dividends), optimal leverage/credit ratings, and financial support for potential M&A transactions.

What You Will Do

The Manager will assist in overseeing the Company's capital structure, including managing financial risk, raising capital, maintaining liquidity, and supporting funding strategies. This role involves close collaboration with key internal stakeholders, include Financial Planning (FP&A), Investor Relations, Corporate Strategy, Business Development, Legal and Controllership. Additionally, this Manager will partner closely with external stakeholders, including investment banks, financial institutions, and credit rating agencies.  The ideal candidate will have strong problem-solving and analytical skills and an interest in global financial markets, including capital raising and financing strategies. They will also bring relationship management skills (i.e. collaborating with other stakeholders) and experience managing complex projects and transactions. The Manager will have responsibility for driving major financing activities to support strategic initiatives and growth across the Company and will prepare financial analyses and presentation materials for senior management, including the Treasurer, Chief Financial Officer, Board of Directors and business unit leadership. The Manager will also have the opportunity to participate in meetings with senior professionals across many of the top investment banks globally (as well as our credit rating agencies).

In addition to the responsibilities mentioned for Corporate Finance, the Financial Markets and Investments Manager will also have the opportunity to work on projects for the Pension & Investments Foreign Exchange Risk Management teams within Treasury. Key responsibilities for each team include:

Corporate Finance / Capital Markets

• Oversee the Company’s capital structure and manage Disney’s banking and rating agency relationships; structure, negotiate and execute financings to support strategic initiatives
• Manage refinancings for revolving credit facilities totaling $12.25 billion with over 30 banks
• Oversee day-to-day liquidity planning and execute funding in the debt capital markets; issued $30 billion of bonds and nearly $15 billion of interest rate derivatives over the last five years
• Arrange M&A financing as needed (e.g., $36 billion cash consideration for 21st Century Fox acquisition)

Pension & Investments

• Oversee $25 billion of retirement plan assets encompassing both defined benefit (pension) and defined contribution (401(k)) plans
• Asset allocation and selection of investment fund managers and vehicles across asset classes, including equities, fixed income and alternatives (private equity, venture capital, real estate, hedge funds, etc.) 
• Close monitoring of financial markets and fund / manager performance
• Prepare presentations and participate in quarterly Investment & Administrative Committee (IAC) meetings with senior management (including the Treasurer, CFO, General Counsel and Chief Human Resources Officer)

Foreign Exchange Risk Management & International Treasury

• Responsible for managing global foreign currency risk, international liquidity and repatriation efforts, international financing needs and support for international investments
• Recently developed a currency risk management program for the construction and acquisition of new cruise ships

Required Qualifications & Skills

• 5+ years of relevant work experience, preferably in a finance, business or investment function / capacity (although not required)
• Interest in global financial markets
• Ability to exercise critical thinking and problem-solving skills and independently lead projects and workstreams
• Strong interpersonal skills to collaborate effectively with internal and external stakeholders
• Intellectual curiosity and desire to learn new concepts
• Interest in leading and mentoring team members
• Excellent communication skills in both oral and written settings
• Experience in quantitative analyses
• Strong organizational skills
• Ability to multi-task, work independently, take on significant responsibility, and succeed in a dynamic environment
• Experience in working in Excel, PowerPoint and Word

Preferred Qualifications

• Experience with Bloomberg

Education

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• MBA or CFA preferred

Additional Information

Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at https://jobs.disneycareers.com/benefits.

Disability accommodation for employment applications

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

The Walt Disney Company is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world.