Capital Markets Strategy and Operations Analyst

GoodLeap•Roseville, CA

2d•$75,000 - $85,000

About The Position

The Capital Markets Strategy and Operations Analyst supports funding and sales 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. The role also develops and maintains Excel-based models, helps improve and automate capital markets processes, analyzes funding and sales alternatives, and prepares ongoing investor and management reporting. Compensation is $75,000–$85,000 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, verbally and in writing, to management, investors, and other external parties.
Solid understanding of capital markets, finance, accounting, and business operations concepts.
Ability to work across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development.
Professionalism and ability to build lasting relationships with funding and capital partners.
Curiosity, tenacity, problem-solving ability, and strong teamwork.

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 to investors.
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 daily activity on 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, make recommendations to management, and implement consumer finance funding and sales strategies.
Lead new investor onboarding and prepare and analyze ongoing investor and management reporting, flagging trends and issues for leadership.
Maintain investor relationships and work with lenders, capital partners, and their third-party vendors.