Associate, Capital Markets Reporting New

Uplift•San Francisco, CA

40d•$110,000 - $130,000•Hybrid

About The Position

We are looking for a Associate to join our Capital Markets team for an exciting opportunity to manage warehouse facility operations across all five of Upgrade's lending products (personal loan, card, home improvement, indirect auto, and BNPL). This role has high visibility in the organization and is critical to the firm's balance sheet and liquidity management and forecasting strategy. This position reports into the VP of Capital Markets, and is based in our San Francisco office in a hybrid capacity (specifically on Tuesdays, Wednesdays, and Thursdays).

Requirements

4+ years of capital markets experience
Deep understanding of warehouse facility operations and reporting obligations
Understanding of secured and unsecured consumer lending and credit underwriting
Knowledge and experience of executing structured finance transactions and/or asset-backed securities (ABS) markets
Ability to operate in a fast-paced environment to meet deal deadlines
Superior written and verbal communication skills
Good judgment and excellent interpersonal skills
Highly organized, detail-oriented, and strong client service skills
Advanced in MS Excel

Nice To Haves

SQL
Tableau

Responsibilities

Manage all aspects of warehouse facilities, including monitoring of utilization and performance
Prepare borrowing base reports for lenders to facilitate borrowing requests and cash disbursements
Prepare monthly servicer reports for lenders, ensuring compliance with covenants and data integrity
Conduct ongoing maintenance of Upgrade's warehouse facilities, including monitoring and documenting terms and eligibility criteria
Support the Capital Markets Execution team with due diligence requests and developing reports required by new lenders
Own liquidity forecasting models to manage daily cash management and liquidity operations
Collaborate with internal credit, product, treasury, and operations teams to develop an effective framework for balance sheet management across lending products