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Capital Markets Associate/Senior Associate- Global Pre-IPO Fintech Firm
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-13
Listing for:
Atlantic Group
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Capital Markets
Job Description & How to Apply Below
Global Pre-IPO SaaS Firm Seeks a Capital Markets Associate/Senior Associate (With SQL & Advanced Excel)
- Reporting to the Director Capital Markets/Investor Relations
- Write and maintain SQL queries to extract loan data, build accurate data tapes, and verify collateral eligibility for the various SPVs
- Oversee Workflow Improvements:
Transition manual, Excel-heavy workflows into streamlined, automated processes - Build and maintain tracking dashboards to monitor portfolio performance
- Assist with Treasury Operations
- Assist with our Daily Cash Movements, Borrowing Base Reporting, and Credit Facility Requirements
- Daily Liquid Movement for Capital Markets Team
- Assist in Managing Day-to-Day Interactions with our Banking Partners & Trustees
- Utilize SQL and Advanced Excel to Automate Reporting
- Forecasts
- Due Diligence Analytics for the Capital Markets Team
- Assist with Deal Structuring
- Write and Maintain Complex SQL Queries
- 2-5 Years of Experience in Capital Markets, Structured Finance Operations, or Treasury at a Fintech, Bank, Lending Platform, or Asset Manager.
- Advanced Excel is mandatory. Ideally, hands-on experience with SQL and are comfortable writing queries to pull and manipulate large datasets.
Base Salary: 120k-150k + Strong Bonus & Potential RSU's. Tremendous Opportunity at this Global Pre-IPO Fintech Firm. Hybrid Schedule- 2 days in Office/3 Days Remote.
Position Requirements
10+ Years
work experience
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