About the role
Global Pre-IPO SaaS Firm Seeks a Capital Markets Associate (With SQL & Advanced Excel)
Reporting to the Director Capital Markets/Investor Relations
Write and maintain SQL queries to extract loan data, build accurate data tapes, and verify collateral eligibility for the various SPVs
Oversee Workflow Improvements: Transition manual, Excel-heavy workflows into streamlined, automated processes
Build and maintain tracking dashboards to monitor portfolio performance
Assist with Treasury Operations
Assist with our Daily Cash Movements, Borrowing Base Reporting, and Credit Facility Requirements
Daily Liquid Movement for Capital Markets Team
Assist in Managing Day-to-Day Interactions with our Banking Partners & Trustees
Utilize SQL and Advanced Excel to Automate Reporting
Forecasts
Financial Modeling
Due Diligence Analytics for the Capital Markets Team
Assist with Deal Structuring
Write and Maintain Complex SQL Queries
Create Dashboards & KPI's
Qualifications:
2-4 Years of Experience in Capital Markets, Structured Finance Operations, or Treasury at a Fintech, Bank, Lending Platform, or Asset Manager.
Strong Financial Modeling
Advanced Excel is mandatory. Ideally, hands-on experience with SQL and are comfortable writing queries to pull and manipulate large datasets.
Base Salary: 120k-150k + Strong Bonus & Potential RSU's. Tremendous Opportunity at this Global Pre-IPO Fintech Firm. Hybrid Schedule- 2 days in Office/3 Days Remote. Summer Hours. August is Fully Remote.
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