Manager, Capital Markets Structured Finance

1 month, 1 week ago
Full-time
Senior
Sales and Business Development
Pathward

Pathward

Pathward is a federally registered financial institution that enhances financial inclusion by offering a robust banking infrastructure and a variety of financial solutions to support businesses in accessing the necessary funds for growth.

Diversified Financial Services
251-1K
Founded 1954

Description

  • Build and help lead the bank’s Capital Markets off-balance-sheet platform and execution strategy.
  • Evaluate, structure, and execute structured finance transactions, including securitizations, whole loan sales, and forward flow agreements.
  • Drive execution with investment banks, insurance companies, hedge funds, credit funds, and private institutional investors to fund off-balance-sheet assets.
  • Develop and maintain relationships with capital sources, institutional investors, rating agencies, and law firms.
  • Prepare investor materials to position Pathward’s assets in the capital markets.
  • Support the Capital Markets Data Analytics team in developing financial models for asset performance and pricing.
  • Manage day-to-day communication and due diligence requests from capital market partners.
  • Develop and maintain investor reporting, surveillance, internal dashboard reporting, and monthly business reviews.
  • Update marketing materials, investor databases, and transaction comparables.
  • Identify and implement best practices for capital markets reporting and operational and credit risk management.
  • Assist in overseeing third-party capital markets financial and operational audits.

Requirements

  • Bachelor’s degree in Finance or a related field.
  • MBA or CFA preferred, or currently working toward one.
  • Typically 5+ years of experience with a bachelor’s degree or equivalent.
  • 5+ years of experience in Debt Capital Markets, Structured Credit, Specialty Lending, or Investment Banking.
  • Experience developing, structuring, and executing loan sales, syndications, forward flow agreements, and securitizations.
  • Renewable Energy, SBA, and USDA asset finance experience is a plus.
  • Ability to develop relationships with structured product and securitization funding sources, including investment banks, hedge funds, insurance companies, pensions, endowments, and family offices.
  • Outstanding communication skills and ability to articulate investment merits to potential capital partners.
  • Ability to build effective internal relationships in a matrixed environment and maintain fluency in Pathward’s products.

Benefits

  • Salary range of $104,000 to $174,000.
  • Eligible for an annual performance-based incentive opportunity.
  • Comprehensive benefits package for eligible employees.
  • Health insurance coverage.
  • 401(k) retirement benefits.
  • Life insurance and disability benefits.
  • Paid time off.

Interested in this position?

Apply directly on the company website

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