Key Facts

Remote From:

United States

Category: Investment Associate (Private Equity)

Full time

Mid-level (2-5 years)

English

Hard Skills

Securitization Financial Modeling Capital Management Strategy Warehouse Management Cross-Functional Collaboration Business Communication Process Improvement Banking Relationship Management Warehouse Management Investor Relations +9 more

Other Skills

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Data Reporting
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Communication
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Adaptability
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Resourcefulness
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Teamwork
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Strategic Thinking
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Detail Oriented
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Relationship Building
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Problem Solving

Roles & Responsibilities

2+ years of experience in investment banking, working for an ABS issuer, or with a top structured finance accounting firm
Bachelor's degree required
Experience in capital-intensive fintech is a plus
Proficient in Excel with strong financial modeling skills; excellent communicator with relationship-building and cross-functional collaboration skills

Requirements:

Manage the day-to-day operations of existing warehouse lines, including facility drawdowns, monitoring, and reporting
Develop and manage external relationships with funding partners, investors, lawyers, rating agencies, and auditors
Analyze and interpret impacts of funding strategies (warehouse facilities, loan sales, ABS securitizations) within broader corporate goals
Ensure accuracy of loan and payment tapes and month-end reporting; identify opportunities to streamline processes and build scalable risk/tech infrastructure

Job description

About the role: We are seeking a Capital Markets Analyst/Associate to support our funding strategies, manage relationships with capital providers, and enhance external investor relations. You will assist the Senior Director of Capital Markets with live transactions, lender relationship management, and the preparation of investor presentations. This role is pivotal, involving close collaboration with various teams across Settle, including accounting, finance, risk, operations, and product and engineering.

What you'll do:

Manage the day-to-day on our existing warehouse lines, including facility drawdowns, monitoring, and reporting.
Work with senior team members to manage external relationships with Settle's funding partners, investors, lawyers, rating agencies, and auditors.
Analyze and interpret the impact on various funding strategies (warehouse facilities, loan sales, and ABS securitizations) while working in the context of broader corporate goals.
Ensure accuracy and fidelity of loan and payment tapes, and month-end reporting.
Identify opportunities to streamline or automate processes to enable the company’s rapid growth.
Work cross-functionally throughout the organization to build the technology and risk infrastructure needed to support the broader capital markets function.
Serve as the capital markets partner for new product initiatives by assessing financeability and data/reporting requirements.

What You’ll Need:

2+ years of experience in investment banking, working for an ABS issuer, or with a top structured finance accounting firm.
Bachelor’s degree required.
Experience in capital-intensive fintech is a plus.
Strong blend of strategic and tactical execution skills; capable of influencing strategy while also handling detailed tasks.
Excellent communicator with a focus on building relationships and alignment, both internally and externally.
Demonstrated ability to be resourceful and thrive in dynamic, rapidly evolving environments.
Proficient in Excel with strong financial modeling skills.

Compensation: This role has an annual starting salary range of $95,000 - $130,000 + bonus + equity + benefits. Actual compensation is influenced by a wide array of factors including but not limited to your individual skills and experience.

Work Authorization: At this time, Settle is unable to sponsor or take over sponsorship of employment visas. Candidates must be authorized to work in the United States without current or future sponsorship.

Benefits & Perks That We Offer: Flexible PTO, flexible and remote work culture, competitive compensation and equity, health, dental, and vision coverage for you and your dependents, 401k, HSA/FSA, and an Employee Referral Program!

Our Commitment to You: At Settle we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

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