Capital Markets Strategy and Operations Analyst

GoodLeap•San Francisco, CA

About The Position

The Capital Markets Strategy and Operations Analyst supports the funding and sale of GoodLeap’s consumer finance loans by operationalizing revolving credit facilities, whole loan purchase agreements, and asset-backed securitizations. The Analyst manages day-to-day loan funding and sales activity, supports and maintains investor relationships, and works directly with lenders, capital partners, and their third-party vendors. The position reports to the Manager of Capital Markets Strategy & Operations and collaborates with Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development. GoodLeap is a technology company providing financing and software products for sustainable solutions, including solar panels, batteries, energy-efficient HVAC, heat pumps, roofing, and windows. Its platform has supported more than $30 billion in financing for sustainable solutions since 2018. The company also supports GivePower, a nonprofit building and deploying clean electricity and water systems. The role includes managing loan sales and warehouse facility operations, developing financial models and process automation, analyzing funding and sales strategies, onboarding investors, and preparing reporting for investors and management. Compensation is $95,000–$105,000 plus bonus.

Requirements

At least two years of experience in financial modeling and analysis.
At least two years of experience in capital markets, treasury, or finance.
Advanced proficiency in Microsoft Excel, Databricks, and AI tools such as Claude.
Technical ability to manipulate and analyze large datasets and apply statistical methods.
Ability to communicate findings clearly, both verbally and in writing, to management, investors, and other external parties.
Solid understanding of capital markets, finance, accounting, and business operations concepts.
Ability to collaborate across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development.
Professional relationship-building skills with funding and capital partners.
Curiosity, tenacity, problem-solving ability, and a strong team-oriented approach.

Nice To Haves

Experience in financial services, consumer finance, fintech, or renewable energy finance.

Responsibilities

Initiate whole loan sales by assessing loan pool eligibility against investor criteria and preparing and delivering loan schedules, loan agreements, and underwriting documentation.
Serve as a point of contact for investors and their vendors during loan reviews; coordinate with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve issues.
Manage day-to-day activity for revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
Develop and maintain Excel-based models, including the Sales Engine and Funding Engine.
Identify process improvements, define requirements, and help build and maintain capital markets software solutions to drive automation.
Analyze alternatives, recommend approaches to management, and implement consumer finance funding and sales strategies.
Lead new investor onboarding.
Prepare and analyze ongoing investor and management reporting, and flag trends and issues for leadership.
Support and maintain investor relationships and work with lenders, capital partners, and their third-party vendors.