Capital Markets Manager

Forward Financing•Boston, MA

23h•$130,000 - $155,000•Remote

About The Position

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way. In this role you will: 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 Why you should apply: Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed. Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

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

Responsibilities

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