Capital Markets Associate

4 weeks ago


San Francisco, California, United States Brex Full time
About Brex

Brex is a leading AI-powered spend platform that empowers companies to spend with confidence. Our integrated corporate cards, banking, and global payments solutions, combined with intuitive software for travel and expenses, enable businesses to proactively control spend, reduce costs, and increase efficiency on a global scale.

Finance at Brex

The Finance team at Brex is responsible for leading financial planning and analysis, as well as corporate development. We strive to be agents of change rather than a reporting function, partnering closely with teams across Brex to evaluate key questions, solve problems, and drive results.

Capital Markets and Treasury Team

The Capital Markets and Treasury team at Brex is responsible for securing and managing the capital and financial partnerships necessary to enable the company's growth. We manage Brex's liquidity needs and work closely with external lenders and investors to execute the company's funding strategy via credit facilities, securitizations, loan sales, and other secured and unsecured debt solutions.

Responsibilities
  • Manage and operationalize existing facilities and support our funding strategy via credit facilities, securitizations, loan sales, and other secured and unsecured debt solutions.
  • Lead facility management efforts, including daily and monthly reporting, debt draws, and repayments.
  • Contribute to the execution of securitization transactions, warehouses, and other lending contracts.
  • Build relationships and act as a liaison with external transaction parties, including auditors, banking partners, lenders, investors, rating agencies, and other capital markets participants.
  • Prepare investor presentations and other materials for conferences, deal roadshows, rating agency meetings, and diligence meetings.
  • Perform data analysis and performance reports for internal and external stakeholders.
  • Contribute to Brex's treasury strategy and liquidity position.
  • Work with cross-functional partners on credit workstreams, strategic initiatives, and other projects.
  • Perform ad hoc projects and analyses as required.
Requirements
  • Bachelor's Degree in Economics, Finance, Business, STEM, or a related field.
  • 3+ years of capital markets experience at a Fintech or in structured finance investment banking.
  • Experience executing and operationalizing capital markets financing strategies.
  • Experience with financing structures such as securitization and warehouses.
  • Hands-on experience with securitization issuance and warehouse facilities.
  • Understanding of basic principles of credit risk and policy governance.
  • Excellent work ethic, self-starter attitude, and willingness to contribute beyond the prescribed role to achieve company objectives.
  • Experience with financial modeling and analyzing large data sets such as loan tapes.
  • Exceptional communication and interpersonal skills with proven success in partnering and collaborating across various functions and with external counterparts.
  • Excellent organizational skills and attention to detail; ability to manage multiple projects and prioritize effectively.
  • Strong verbal and written communication, quantitative, and analytical skills.
  • High level of Excel proficiency.
  • Comfortable interacting with internal and external senior-level executives.
  • Must be willing to work in office 2 days per week on Wednesday and Thursday.
Bonus Points
  • Treasury management experience.
  • Proficiency in SQL or VBA.
  • Familiarity with Looker databases.
Compensation

The expected salary range for this role is $117,520 - $146,900. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.



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