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Capital Markets - Investor Services Associate

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Office
  • Success Driven
  • Non-Verbal Communication
  • Organizational Skills
  • Analytical Thinking
  • Detail Oriented
  • Business Acumen
  • Team Oriented
  • Goal-Oriented
  • Willingness To Learn
  • Self-Motivation
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree in finance, economics, business or a related field
  • 2+ years of experience in a client-oriented role at a fintech or financial services company
  • Strong knowledge of MS Office suite, especially Excel, with data analysis capability
  • Excellent client service mindset with strong written and verbal communication skills

Requirements:

  • Provide ongoing relationship management and day-to-day support for existing institutional investor accounts
  • Interface directly with investors, lenders and other third-party stakeholders to develop best-in-class solutions that satisfy client needs
  • Support content and due diligence processes for Capital Markets transactions, such as securitizations, warehouse facilities and onboarding prospective loan buyers
  • Query and analyze data in Google Cloud Platform and Microsoft Excel to perform analysis

Job description

Your role in our mission
Prosper is building a world-class client service organization within its Capital Markets team.  We’re looking for a talented, experienced analyst to support primary day-to-day account management for institutional investor relationships.  This individual will be a self-starter with strong attention to detail, business acumen, problem solving and organizational skills to deliver real-time solutions that satisfy client needs. The individual will report to the Director of Capital Markets, with the opportunity to grow into a direct ownership role over some of Prosper’s largest institutional investor accounts.

How you’ll make an impact
  • Provide ongoing relationship management and support day-to-day responsibilities for existing institutional investor accounts.
  • Interface directly with investors, lenders and other third-party stakeholders to come up with best-in-class solutions that satisfy client needs.
  • Support content and due diligence processes associated with Capital Markets transactions, such as securitizations, warehouse facilities and onboarding prospective loan buyers.
  • Work cross-functionally with Prosper's internal stakeholders to develop technical and operational solutions.
  • Query and use data in Google Cloud Platform and Microsoft Excel to perform analysis.
  • Assist with monthly investor reporting responsibilities and ad-hoc tasks.

  • Skills that will help you thrive
  • Bachelor’s degree in finance, economics, business or a related field
  • 2+ years of experience in a client-oriented role at a fintech or financial services company
  • Strong knowledge of MS Office suite, especially Excel
  • Proven ability and desire to provide exceptional client service
  • Strong written and verbal communication skills 
  • Analytical mindset and strong problem-solving abilities
  • Willingness to learn new skills and embrace a team-first culture
  • Goal oriented, self-motivated and results driven
  • Basic knowledge of SQL is a plus

  • What we offer
  • The opportunity to collaborate with a team of creative, fun, and driven colleagues on products that have an immediate and significant impact on people's lives
  • The opportunity to work in a fast-paced environment with experienced industry leaders
  • Flexible time off, comprehensive health coverage, competitive salary, paid parental leave, and other wellness benefits
  • A bevy of other perks including Udemy access, childcare assistance, pet insurance discounts, legal assistance, and additional discounts through Perkspot
  • The ability to work remotely in the United States

  • #LI-AR1
    #LI-remote

    About Us
    Founded in 2005, Prosper introduced U.S. consumers to an innovative new approach to personal finance called peer-to-peer lending. Twenty years later, Prosper has helped over 2 million customers achieve financial well-being through a comprehensive suite of products. Prosper’s flagship personal loan marketplace continues to offer a unique value for borrowers and investors alike. Home equity loans and lines of credit through Prosper provide homeowners a range of options and choices for tapping into the equity they’ve worked hard to build. The Prosper® Card supports people seeking access to credit and flexibility in managing their finances. Regardless of the product, Prosper is dedicated to meeting people where they are in their financial journey, in order to advance their financial well-being.

    We’re on a mission to hire the very best, and we are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere. It is important to us that every hire connects with our vision, mission, and core values. Join a leading fintech company that’s democratizing finance for all!  

    Our Values
    Diversity expands opportunities
    Collaboration creates better solutions
    Curiosity fuels our innovation
    Integrity defines all our relationships
    Excellence leads to longevity 
    Simplicity guides our user experience 
    Accountability at all levels drives results


    Applicants have rights under Federal Employment Laws.

    California applicants: please click here to view our California Consumer Privacy Act (“CCPA”) Notice for Applicants, which describes your rights under the CCPA.

    At Prosper, we're looking for people with passion, integrity, and a hunger to learn. We encourage you to apply even if your experience doesn't precisely match the job description. Your unique skill set and diverse perspective will stand out and set you apart from other candidates. Prosper thrives with people who think outside of the box and aren't afraid to challenge the status quo. We invite you to join us on our mission to advance financial well-being.

    Prosper is committed to an inclusive and diverse workplace. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law, including the San Francisco Fair Chance Ordinance. Prosper will consider for employment qualified applicants who are non-US citizens and will provide green card sponsorship.

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