Oportun is a mission-driven financial services company that empowers its members to achieve their financial goals. The Sr. Manager, Capital Markets & Treasury is responsible for managing reporting and covenant monitoring for funding facilities, optimizing liquidity and capital planning, and executing securitizations and financing transactions.
Responsibilities:
- Support whole loan sales activities, including contract negotiations, management of existing programs and investor relationships
- Execution of asset-backed securitizations, warehouse lines of credit and other debt financings, and loan sale transactions
- Participate in development of the company’s funding plans and new funding channels
- Perform cash flow modeling, deal structuring, and scenario analysis for capital planning
- Interact with lenders, investors, rating agencies and other transaction parties
- Perform liquidity forecasting and cash management
- Analyze and implement interest rate hedges
- Manage transaction reporting
- Provide capital markets coverage for financial forecasting, financial reporting, accounting, audit and compliance activities
Requirements:
- Bachelor's degree plus 6+ years' experience in capital markets, investment banking or investment management (or Master's degree and equivalent combination of education and experience)
- Securitization experience with strong cash flow modeling and portfolio valuation skills
- Proven track record of managing deal flow and third-party relationships
- Ability to work in a fast-paced and highly dynamic business environment
- Excellent problem solving and communication skills
- Results-oriented team player with a strong work ethic and attention to detail
- Excellent MS Excel skills. Ability to write data queries a plus