Capital Markets Execution Lead Securitizations Warehouses

Posted today

upgradeMillbrae (CA)

Investment Fund Managers Investment Banking and Securities Intermediation

SENIORITY

Mid

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About the role

Upgrade is seeking a Manager to join our Capital Markets team in San Francisco, focusing on hands-on execution across warehouse facilities, forward flow, securitizations, and a range of lending products. You will be the primary or backup point person ensuring live transactions move smoothly day to day, collaborating with Institutional and FI execution leads. You will own deal execution mechanics, support reporting and onboarding of new institutional investors, and coordinate with sales, credit,

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.