Current jobs related to Capital Markets Analyst - San Francisco, California - Upgrade, Inc.


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

    We are seeking a highly skilled Capital Markets Analyst to join our team at Upgrade, Inc. in San Francisco. As a key member of our Capital Markets team, you will play a critical role in establishing and maintaining funding capital from relationships with institutional investors across all five of Upgrade's lending products.The ideal candidate will have 1+...


  • San Francisco, California, United States Triunity Software Full time

    Job Description:We are seeking a highly skilled Business Analyst with expertise in Capital Markets to join our team at Triunity Software. As a Business Analyst, you will be responsible for working with our clients to understand their business needs and develop solutions to meet those needs.Key Responsibilities:Requirements Analysis and Documentation: Gather...


  • San Francisco, California, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank, is seeking a high-performing Investment Banking Analyst to join their team. The successful candidate will work on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions.Key Responsibilities Work on a wide range of transactions,...


  • San Francisco, California, United States Jobot Full time

    Capital Markets LeaderAt Jobot, we're seeking a seasoned Capital Markets Leader to spearhead our renewable energy investment initiatives. As a key member of our team, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered...


  • San Francisco, California, United States Jobot Full time

    Job OverviewThis role involves leading capital-raising initiatives for renewable energy issuers, developing and executing investor outreach strategies, and cultivating relationships with key stakeholders.Key ResponsibilitiesDevelop and execute strategies to attract and secure capital from a diverse investor base.Cultivate and expand relationships with...


  • San Francisco, California, United States Generate Inc. Full time

    Capital Markets Role OverviewThis position plays a pivotal role in shaping Generate Capital's capital markets strategy, focusing on origination, structuring, and execution of complex transactions.The successful candidate will lead significant capital raising initiatives and manage strategic transactions that are essential to the company's growth and...


  • San Francisco, California, United States Jobot Full time

    Capital Markets Leadership OpportunityJobot is seeking a seasoned Head of Capital Markets to lead our capital-raising initiatives for renewable energy issuers. As a key member of our team, you will be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels...


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

    Capital Markets ManagerWe are seeking a highly skilled Capital Markets Manager to join our team at Upgrade, Inc. in San Francisco, CA. This exciting opportunity involves establishing and maintaining funding capital from relationships with institutional investors across all five of our lending products.Key Responsibilities:Analyze various financing options to...

  • Product Manager

    4 weeks ago


    San Francisco, California, United States Capital One Full time

    Product Manager Role at Capital OneCapital One is seeking a skilled Product Manager to lead the development of our digital products. As a Product Manager, you will be responsible for defining and delivering product roadmaps, working closely with cross-functional teams to ensure successful product launches, and driving business growth through data-driven...


  • San Francisco, California, United States City and County of San Francisco Full time

    About the RoleThe City and County of San Francisco is seeking a highly skilled Senior Capital Planning Analyst to join the Office of Resilience and Capital Planning (ORCP). As a key member of the team, you will play a critical role in the development and implementation of the City's 10-year capital plan and the annual capital budget.Key...


  • San Francisco, California, United States Capital One Full time

    Product Marketing Manager - BrandCapital One is seeking a seasoned Product Marketing Manager to drive business goals for Capital One Slingshot. The Product Marketing charter makes our product lines successful in the market and with customers.The ideal candidate will be a champion of our customers, defining end-to-end GTM strategy for their product areas,...


  • San Francisco, California, United States ICONIQ Capital Full time

    As a Senior Business Development Analyst at ICONIQ Capital, you will play a key role in driving top-of-the-funnel lead generation through intensive research and leveraging the firm's extensive network. This role sits within our Investment Management team, which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and...


  • San Francisco, California, United States Utac Full time

    Capital Strategies and Formation DirectorThe Capital Strategies and Formation team at DivCore is responsible for all client relations and capital raising, including the management of existing and new institutional partnerships, and the development of new strategic capital initiatives across DivCore.The team also engages across the firm's existing closed-end...

  • Treasury Analyst

    4 weeks ago


    San Francisco, California, United States GoodLeap Full time

    About GoodLeap:GoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home improvement projects.Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018.We are proud to support our award-winning nonprofit, GivePower, which is building and deploying...


  • San Jose, California, United States Adobe Full time

    About the RoleWe are seeking a highly skilled Treasury Capital Markets Manager to join our Investments and Capital Markets team at Adobe. This team is responsible for driving Adobe and its subsidiaries' capital structure, raising financing, forecasting liquidity, investing Adobe's $7 billion cash portfolio, and Adobe's share repurchase program.The successful...


  • San Jose, California, United States Adobe Full time

    About the RoleWe are seeking a highly skilled Treasury Capital Markets Manager to join our Investments and Capital Markets team at Adobe.This team is responsible for driving Adobe and its subsidiaries' capital structure, raising financing, forecasting liquidity, investing Adobe's $7 billion cash portfolio, and Adobe's share repurchase program.Key...


  • San Francisco, California, United States TEKsystems Full time

    Marketing Data AnalystWe are seeking a highly skilled Marketing Data Analyst to join our team at TEKsystems. As a Marketing Data Analyst, you will be responsible for providing actionable market and customer insights to address key strategic questions for PAID MEDIA campaigns.Key Responsibilities:Track, report, and analyze the performance of marketing...


  • San Francisco, California, United States GoodLeap Full time

    About GoodLeap: GoodLeap is a leading technology company that specializes in delivering innovative financing and software solutions for sustainable projects, including solar panels, energy-efficient HVAC systems, and more. Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018, making a significant impact on the...


  • San Francisco, California, United States Peek Law Group Full time

    Job Opportunity:Are you a driven and analytical professional looking to launch your career in private equity? Do you have a passion for real estate and a desire to work with a dynamic and growing team?Tobin Capital Group is seeking a Private Equity Analyst to join our Real Estate Private Equity Team in San Francisco, CA. As an Analyst, you will work closely...

  • Investment Researcher

    4 weeks ago


    San Francisco, California, United States Ogborne Capital Management Full time

    A San Francisco based Long/short hedge fund, Ogborne Capital Management, is seeking a qualified and motivated individual to join as a Research Analyst. The analyst will be responsible for evaluating primarily U.S. equities through research, due diligence and financial modeling. The ideal candidate is a motivated self-starter capable of completing a variety...

Capital Markets Analyst

1 month ago


San Francisco, California, United States Upgrade, Inc. Full time
About the Role:

We are seeking a highly motivated and detail-oriented Capital Markets Analyst to join our team in San Francisco. This is an exciting opportunity to support the team in establishing and maintaining funding capital from relationships with institutional investors across all five of Upgrade's lending products.

The successful candidate will analyze various financing options to determine the optimal funding strategy, support the negotiation of legal agreements, and provide analysis on collateral performance. They will also ensure timely circulation of reporting deliverables and monitoring of covenants across transactions and products.

Key Responsibilities:
  • Analyze various financing options to determine the optimal funding strategy across all lending products
  • 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
  • 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
  • Provide support to various ongoing and future projects as needed
Requirements:
  • 1+ years of capital markets experience
  • Advanced 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
  • Highly organized, detail-oriented, and strong client service 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 of this position in San Francisco, CA is USD $90,000-$100,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.

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.