Capital Markets Manager

3 weeks ago


San Francisco, California, United States Upgrade, Inc. Full time
Capital Markets Manager

We are seeking a highly skilled Capital Markets Manager to join our team at Upgrade, Inc. in San Francisco, CA. This role will be responsible for establishing and maintaining funding capital from relationships with institutional investors across all five of our lending products.

Key Responsibilities:
  • Analyze various financing options to determine the optimal funding strategy across all lending products.
  • Understand and negotiate legal agreements related to structured finance transactions.
  • Provide analysis on collateral performance using 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.
  • Manage and support onboarding new institutional investors, warehouse facilities, and securitization deals.
  • Develop and maintain strong relationships with institutional investors to deliver a best-in-class experience.
  • Work with operations and engineering teams to ensure data integrity of investor reporting.
Requirements:
  • 5+ years of capital markets experience.
  • Advanced skills in MS Suite, SQL, and Tableau.
  • Understanding of secured and unsecured consumer lending and credit underwriting.
  • Knowledge and experience of executing structured finance transactions and/or asset-backed securities (ABS) markets.
  • Ability to operate in a fast-paced environment to meet deal deadlines.
  • Superior written and verbal communication skills.
  • Good judgment and excellent interpersonal skills.
What We Offer:
  • Competitive salary and stock option plan.
  • 100% paid coverage of medical, dental, and vision insurance.
  • Flexible PTO.
  • Opportunities for professional growth and development.
  • Paid parental leave.
  • Health & wellness initiatives.

The compensation range for this position is USD $140,000 - $160,000 annually plus equity and benefits. An individual's base pay will be dependent on a variety of factors, including job-related knowledge, skills, education, and experience.



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