Capital Markets Manager

Forward Financing is a financial technology company based in Boston, Massachusetts, focused on unlocking capital for small businesses across America. The Capital Markets Manager will lead the execution of various financial transactions and manage investor communications while collaborating with internal teams to enhance debt management and reporting.

Responsibilities:

• Lead end-to-end execution of warehouses, securitizations, forward-flow programs, and corporate debt transactions from term sheet through close, coordinating internal teams and external partners (banks, underwriters, rating agencies)
• Review legal documentation with lenders in partnership with counsel and other advisors
• Manage investor/lender diligence and communications; assist in preparing offering documents, term sheets, and investor materials; manager and deliver ongoing performance updates
• Analyze collateral and collateral run data tapes for various financing entities, including tape preparation, eligibility tracking, and concentration limit monitoring
• Own day-to-day operations, pledging, and reporting for all facilities; ensure accurate servicer reporting and compliance with lender metrics/covenants
• Partner with engineering and tech teams to evaluate, select, and integrate third party tools and/or internally developed applications to support debt management and reporting needs
• Collaborate with treasury and finance to forecast facility utilization, liquidity, and capital structure in support of long-term plans

Requirements:

• 5+ years of relevant experience in capital markets/structured finance at an investment bank, asset manager, lender, or fintech executing warehouses, forward-flow, and other ABS strategies
• Deep small-business and/or consumer credit expertise (e.g., small business, personal loans, credit cards) and a track record analyzing loan pools and portfolio performance to inform structure and pricing
• End-to-end deal execution experience, including modeling, diligence, documentation review, and closing across product-financing and corporate-level financing structures
• Fluency with transaction docs and ability to interpret and negotiate terms with counsel
• Advanced analytical & modeling skills: expert in Excel/Google Sheets (build scalable cash-flow and scenario models). Preference for comfort with SQL/Looker/Snowflake
• Demonstrated experience with cross-functional partners such as Treasury, Finance, Risk, Product, and Legal; strong project management to run multiple complex work streams in parallel
• Exceptional attention to detail and organization; comfort owning reporting, funding ops, and covenant/compliance across facilities