Capital Markets Manager

Ascend is a financial operations platform for insurance that combines accounting automation, payments, and premium financing. The Capital Markets Manager will manage Honor Capital’s securitizations and funding facilities, including portfolio analytics, reporting, financial modeling, bank and rating agency relationships, and legal transaction deliverables.

Responsibilities:

• Dive deep into Honor Capital's securitizations and other funding facilities, transaction structures, and current reporting processes and tools
• Build foundational relationships with internal partners across Finance, Legal, and Capital Markets
• Begin developing fluency in our waterfall models, data sets, and funding protocols
• Own key aspects of portfolio management including reporting, running diagnostics, and data cleansing across Honor Capital's securitizations and other funding facilities
• Develop a strong understanding of the firm's funding protocols and procedures, executing them accurately and on schedule
• Begin building direct relationships with bank partners and rating agencies alongside senior team members
• Support the design, development, and execution of securitization, warehouse, and corporate funding facilities alongside senior team members
• Fully own day-to-day management of Honor Capital's securitizations and other funding facilities, controlling all aspects of reporting, diagnostics, and data cleansing
• Own primary relationships with bank partners and rating agencies, representing Honor Capital in ongoing dialogue on facility performance, terms, and covenant compliance
• Manage legal aspects of funding facilities, including coordinating with outside counsel on transaction documentation, amendments, and compliance requirements
• Lead portfolio analytics — forecasting, utilization, performance, and reporting — to give leadership a real-time view into portfolio health
• Actively participate in special projects including interest rate risk management initiatives and portfolio analysis and forecasting
• Play a key role in driving proactive portfolio insights that leadership can act on across underwriting, operations, and collections
• Help refine scalable portfolio management practices and modeling approaches that enable Honor Capital to operate a best-in-class funding platform

Requirements:

• 7+ years of experience in capital markets, structured finance, or a closely related field (e.g. asset-backed securities, warehouse facilities, securitizations, or credit facility management)
• A four-year college degree, with majors in engineering, math, finance, physics, or economics
• Experience owning or managing relationships with bank partners and/or rating agencies
• Experience in financial cash flow modeling for securitization transactions in Excel
• Comfort managing legal documentation and coordinating with outside counsel on funding transactions
• Strong portfolio analytics skills, including forecasting, utilization tracking, and performance reporting
• Expert proficiency with Microsoft Excel
• Ability to work independently and multitask in a fast-paced environment to meet client deadlines
• Strong organizational, analytical, and problem-solving skills, with high attention to detail
• Strong written and oral communication skills
• majors in engineering, math, finance, physics, or economics preferred
• Proficiency with structured finance/credit analytics platforms and programming/scripting languages (e.g. Python, SQL) preferred
• Exposure to legal documents such as offering memorandums, offering circulars, indentures, and private placement memorandums is a plus
• Some relevant working experience in the following areas is a plus: mortgage and asset-backed securities, accounting firms, corporate trust, mortgage banking, loan servicing, fixed income investments, or rating agencies