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David Careers

Capital Markets Associate/Senior Associate- Global Pre-IPO Fintech Firm

Posted 3 days ago

atlantic groupGlens Falls (NY)
Financial and Investment AnalystsInvestment Banking and Securities Intermediation

SENIORITY

Senior

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About the role

Global Pre-IPO SaaS Firm Seeks a Capital Markets Associate/Senior Associate (With SQL & Advanced Excel) *Reporting to the Director Capital Markets/Investor Relations *Write and maintain SQL queries to extract loan data, build accurate data tapes, and verify collateral eligibility for the various SPVs *Oversee Workflow Improvements: Transition manual, Excel-heavy workflows into streamlined, automated processes *Build and maintain tracking dashboards to monitor portfolio performance *Assist with Treasury Operations *Assist with our Daily Cash Movements, Borrowing Base Reporting, and Credit Facility Requirements *Daily Liquid Movement for Capital Markets Team *Assist in Managing Day-to-Day Interactions with our Banking Partners & Trustees *Utilize SQL and Advanced Excel to Automate Reporting *Forecasts *Financial Modeling *Due Diligence Analytics for the Capital Markets Team *Assist with Deal Structuring *Write and Maintain Complex SQL Queries *Create Dashboards & KPI's
Qualifications:
  • *2-5 Years of Experience in Capital Markets, Structured Finance Operations, or Treasury at a Fintech, Bank, Lending Platform, or Asset Manager.
  • *Strong Financial Modeling
  • *Advanced Excel & SQL. Ideally, hands-on experience with SQL and must be comfortable writing queries to pull and manipulate large datasets.
  • *Strong Background with AI Analysis Tools
Base Salary: 130k-150k + Strong Bonus & Potential RSU's. Tremendous Opportunity at this Global Pre-IPO Fintech Firm. Hybrid Schedule- 2 days in Office/3 Days Remote. ID#50276

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