Capital Markets Strategy and Operations Analyst
San Francisco, CA · Full-time
Posted · Listed from Lever
About the job
Position Summary:
The Capital Markets Strategy & Operations Analyst supports the funding and sale of GoodLeap’s consumer finance loans by operationalizing revolving credit facilities, whole loan purchase agreements, and asset-backed securitizations. The Analyst manages day-to-day loan funding and sales activity, supports and maintains GoodLeap’s investor relationships, and works directly with lenders, capital partners, and their third-party vendors. Reporting to the Manager of Capital Markets Strategy & Operations, the Analyst collaborates closely with Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development.Essential Job Duties and Responsibilities:
- Initiates whole loan sales by determining loan pool eligibility against investor criteria, then preparing and delivering loan schedules, loan agreements, and underwriting documentation to investors.
- Serves as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve them.
- Manages day-to-day activity on GoodLeap’s revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
- Develops and maintains Excel-based models, including the Sales Engine and Funding Engine, and drives automation by identifying process improvements, defining requirements, and helping build and maintain capital markets software solutions.
- Analyzes alternatives, makes recommendations to management, and implements consumer finance funding and sales strategies.
- Leads new investor onboarding and prepares and analyzes ongoing investor and management reporting, flagging trends and issues for leadership.
Required Skills, Knowledge and Abilities:
- The Analyst brings at least two years of experience in financial modeling and analysis, and at least two years in capital markets, treasury, or finance. They have advanced proficiency in Microsoft Excel, Databricks, and AI tools (e.g., Claude), with the technical ability to manipulate and analyze large datasets and apply statistical methods to them. They communicate findings clearly, in writing and verbally, to management, investors, and other external parties. They have a solid grasp of capital markets, finance, accounting, and business operations concepts, and ideally bring experience in financial services, consumer finance, fintech, or renewable energy finance. They work well across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development, and represent GoodLeap professionally while building lasting relationships with funding and capital partners. Above all, they are a curious, tenacious problem solver and a strong team player.
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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