Capital Markets Strategy and Operations Analyst

GoodLeap • San Francisco, CA

2d • $95,000 - $105,000

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 role reports to the Manager of Capital Markets Strategy & Operations and collaborates with teams across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development.

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 grasp 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.
• Ability to represent GoodLeap professionally and build lasting relationships with funding and capital partners.
• Curiosity, tenacity, problem-solving ability, and a strong team orientation.

Nice To Haves

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

Responsibilities

• Determine loan pool eligibility against investor criteria and prepare and deliver loan schedules, loan agreements, and underwriting documentation to investors to initiate whole loan sales.
• Serve as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve issues.
• Manage day-to-day 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed