Capital Markets Manager

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🕒 March 26

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Forward Financing

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• Lead end-to-end execution of warehouses, securitizations, forward-flow programs, and corporate debt transactions from term sheet through close, coordinating internal teams and external partners (banks, underwriters, rating agencies) • Review legal documentation with lenders in partnership with counsel and other advisors • Manage investor/lender diligence and communications; assist in preparing offering documents, term sheets, and investor materials; manager and deliver ongoing performance updates • Analyze collateral and collateral run data tapes for various financing entities, including tape preparation, eligibility tracking, and concentration limit monitoring • Own day-to-day operations, pledging, and reporting for all facilities; ensure accurate servicer reporting and compliance with lender metrics/covenants • Partner with engineering and tech teams to evaluate, select, and integrate third party tools and/or internally developed applications to support debt management and reporting needs • Collaborate with treasury and finance to forecast facility utilization, liquidity, and capital structure in support of long-term plans

🎯 Requirements

• 5+ years of relevant experience in capital markets/structured finance at an investment bank, asset manager, lender, or fintech executing warehouses, forward-flow, and other ABS strategies. • Deep small-business and/or consumer credit expertise (e.g., small business, personal loans, credit cards) and a track record analyzing loan pools and portfolio performance to inform structure and pricing. • End-to-end deal execution experience, including modeling, diligence, documentation review, and closing across product-financing and corporate-level financing structures • Fluency with transaction docs and ability to interpret and negotiate terms with counsel • Advanced analytical & modeling skills: expert in Excel/Google Sheets (build scalable cash-flow and scenario models). Preference for comfort with SQL/Looker/Snowflake • Demonstrated experience with cross-functional partners such as Treasury, Finance, Risk, Product, and Legal; strong project management to run multiple complex work streams in parallel • Exceptional attention to detail and organization; comfort owning reporting, funding ops, and covenant/compliance across facilities

🏖️ Benefits

• medical • dental • vision • commuter benefits • flexible time-off policy • paid parental leave • 401k match for US employees • wellness reimbursement • volunteering days • annual professional development budget • charitable donation match