Finance Acquisition Analyst

4 days ago


San Francisco, California, United States Upgrade, Inc. Full time

We are seeking a skilled Finance Acquisition Analyst to join our team at Upgrade, Inc. in San Francisco. This role will be based in our San Francisco office in a hybrid capacity (specifically on Tuesdays, Wednesdays, and Thursdays).

Key Responsibilities:
  • Analyze various financing options, including warehouse facilities, securitizations, forward flow whole loan sales, etc.
  • Support the negotiation of legal agreements related to structured finance transactions
  • Provide analysis on collateral performance by leveraging tools such as Excel, SQL, and Tableau
  • Ensure timely circulation of reporting deliverables and monitoring of covenants across transactions and products
  • Collaborate with internal credit, product, treasury, and operations teams to develop an effective framework for balance sheet management across lending products
  • Work with operations and engineering teams to ensure data integrity of investor reporting
  • Provide support to various ongoing and future projects as needed

Requirements:

  • Advanced in MS Suite, SQL, and Tableau
  • Knowledge and experience of executing structured finance transactions and/or asset-backed securities (ABS) markets
  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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