AVP, Capital Markets Sherman Oaks, California

Include the following. Other duties may be assigned.

• Drive firm-wide liquidity strategy by partnering with capital markets and external funding sources.
• Manage all operations and reporting related to the firm’s external equity funds.
• Optimize funding mix through proprietary models in core treasury systems, ensuring maximum return while preserving ample liquidity.
• Lead stress-testing and scenario analysis to quantify liquidity risk from market moves and business events.
• Own end-to-end cash-flow forecasting (daily, weekly, monthly, quarterly, long-range) in close collaboration with FP&A and line-of-business leaders.
• Continuously refine forecasting models to sharpen accuracy and guide capital allocation decisions.
• Oversee loan-funding reconciliations and cash postings to support timely fund availability and minimize operational risk.
• Act as an escalation point for capital-related issues, ensuring rapid resolution and continuous improvement.
• Prioritize initiatives by ROI and strategic fit, ensuring the team’s efforts accelerate long-term value creation.
• Learn the firm’s business model to identify and pilot new revenue- or efficiency-enhancing treasury products.
• Partner with technology, finance, legal, and business teams to implement scalable treasury solutions and system enhancements.
• Lead ad-hoc projects—whether modeling new product suites, evaluating growth verticals, or responding to senior-management requests.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 6+ years of progressive experience in investment banking, management consulting, corporate finance, treasury, or capital markets within a complex financial services or fintech environment.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field required; MBA or CFA a plus.
• Demonstrated expertise in cash flow forecasting, liquidity risk management, and capital optimization.
• Strong command of treasury systems and tools; experience with data automation, APIs, and enterprise platforms is a plus.
• Proven track record of leading cross-functional initiatives with measurable impact.
• Exceptional analytical and problem-solving skills; comfortable navigating ambiguity and making decisions with imperfect information.
• High level of executive presence and communication skills; ability to influence senior stakeholders and translate financial insights into strategic actions.
• Experience working in a high-growth or dynamic environment with tight deadlines / shifting priorities.
• Expertise in Microsoft Office suite with exceptional skills in Excel and PowerPoint.

• Worked in real estate and/or lending or a related field preferred.
• Strong verbal and written communication skills.
• Deadline-oriented with strong analytical and presentation skills.
• Ability to interface with executive-level stakeholders.
• Ability to take initiative with a clear business purpose in mind.
• Ability to maintain confidentiality.
• High level of accountability and a dedication to producing high-quality work that is easily consumable by executives and managers.
• Ability and desire to work in a fast-paced environment.
• An understanding of balance sheet business.
• Team player.