Lead development of portfolio analytics and funding strategy insights to determine an optimal funding mix across facilities, whole loan sales, securitizations, and bespoke structures.
Build and maintain liquidity and cash-flow forecasting models; translate portfolio performance into forward-looking funding needs and scenarios.
Design and automate investor reporting packages and performance narratives; ensure transparency and data quality across loan, credit, and servicing metrics.
Develop dashboards and monitoring to track financing structure performance and proactively identify covenant and concentration risks.
Partner with cross-functional teams (Credit Risk, Legal, Servicing, Platform/Engineering, Finance, Treasury) to implement capital strategies and operationalize data pipelines.
Support negotiations and ongoing management of bank and investor partner terms by providing data-driven analysis on pricing, triggers, and structure economics.
Establish balance-sheet and portfolio management frameworks, including KPI definitions, governance, and leadership-ready performance readouts.
Monitor regulatory and market developments impacting lending capital markets; assess impacts and recommend mitigation plans.
Lead and mentor analytics teams (onshore/offshore); manage project plans, quality reviews, and stakeholder communications through delivery.

8+ years of experience in lending/credit capital markets and/or portfolio analytics, with a track record of delivering funding, liquidity, and investor reporting solutions in a fast-paced environment.
Demonstrated leadership ability, superior problem solving, and experience influencing senior stakeholders across business and technical teams.
Hands-on expertise with asset-backed credit facilities, whole loan sales, securitizations, and other structured finance constructs.
Advanced financial modeling skills including liquidity forecasting, cash-flow analysis, and funding cost optimization.
Strong data/analytics skills: SQL required; Python preferred; experience with BI tools (Tableau/Power BI) and modern data stacks is a plus.
Strong communication and stakeholder management; ability to translate complex analyses into clear executive narratives in a consulting/client-facing setup.
Proven ability to lead cross-functional initiatives end-to-end, partnering with Risk, Compliance, Product, Legal, and Engineering.
Master’s degree in finance, economics, mathematics, engineering, computer science, operations research or related quantitative field (or equivalent experience) is a plus

Principal Capital Markets Analytics Manager

Key skills