Customer Success Associate
Parkade
SQL
Manager, Capital Markets and Treasury
Oportun
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $88,300 - $128,100 per year
Job Level
Mid-LevelSenior
Tech Stack
SQL
About the role
- Support reporting and covenant monitoring for existing funding facilities
- Assist in analyzing and optimizing liquidity, capital planning and funding strategies
- Contribute to structuring and executing securitizations, warehouse financings and whole loan sale transactions
- Support whole loan sales activities, including coordinating contract review and assisting in the management of existing programs and investor relationships
- Assist in the execution of asset-backed securitizations, warehouse lines of credit and other debt financings, and loan sale transactions
- Participate in the development of the company’s funding plans and new funding channels
- Perform cash flow modeling, deal structuring, and scenario analysis for capital planning
- Interact with lenders, investors, rating agencies and other transaction parties
- Perform liquidity forecasting and cash management
- Assost in the Analysis and implementation ofinterest rate hedges
- Maintain transaction reporting
- Provide capital markets support for financial forecasting, financial reporting, accounting, audit and compliance activities
Requirements
- Bachelor’s degree plus 4-6+ years’ experience in capital markets, investment banking or investment management (or master’s degree and equivalent combination of education and experience)
- Securitization experience with strong cash flow modeling and portfolio valuation skills
- Experience supporting the management of deal flow and third-party relationships
- Ability to work in a fast-paced and highly dynamic business environment
- Excellent problem solving and communication skills
- Results-oriented team player with a strong work ethic and attention to detail
- Excellent MS Excel skills. Ability to write data queries using SQL a plus.
