Associate, Capital Markets

About the role

We are seeking a highly motivated and analytical professional to join our Corporate Finance team as an Associate, Capital Markets and Capital Formation.

In this critical role, you will be effectively managing the company's financial structure by determining where we source our capital and how we strategically deploy it. This role requires a unique blend of financial structuring expertise, capital allocation discipline, and world-class relationship management to secure and optimize the financing essential for our high-growth initiatives.

This role will be required to be based in New York, NY or San Francisco, CA.

Responsibilities

• Support the development and execution of the company's capital strategy across various financing avenues, including debt facilities, equity investments, corporate credit lines, asset-backed securitizations, and private placements.
• Act as a key execution team member on new debt and equity issuances, coordinating due diligence, managing legal documentation, and overseeing the closing process.
• Build, maintain, and stress-test complex financial models to evaluate new financing proposals, analyze pricing, and assess the impact of different capital structures on the balance sheet and overall cost of capital.
• Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity to inform and shape internal strategy.
• Create and maintain key relationships across the banking and buy-side community. Attend relevant conferences and events to establish strong ties into the capital markets.
• Cultivate and maintain strong, high-touch relationships with investment banks, institutional investors, credit rating agencies, and financial partners.
• Prepare high-quality, professional marketing materials (pitch books, deal teasers, investor presentations) to articulate the company's financial story and financing needs to external capital providers.
• Assist senior management in term sheet negotiations and structuring discussions with capital partners.
• Work closely with treasury and broader finance organizations in order to help manage capital flows and capital availability for new projects (e.g., Corporate Development, Operations, and Business Units).
• Evaluate internal capital requests, applying a rigorous, return-focused allocation framework.
• Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures.
• Create and distribute internal research papers for executive leadership and the Board of Directors on market activity, peer financings and their pricing, as well as important precedent transaction summaries.

Requirements

• A minimum of 5 years of experience in corporate finance, capital markets, or related field.
• Proven track record of successfully executing capital raising transactions.
• Strong analytical skills and ability to develop and execute financial models.
• Excellent communication and negotiation skills.
• Ability to work independently and as part of a team.
• Experience in both debt and equity capital markets.
• Knowledge of financial instruments and derivatives.
• Understanding of regulatory requirements and compliance.

Qualifications

• Master's degree in Finance, Accounting, Economics, or a related field.
• CPA certification preferred.

Skills

• Financial modeling and analysis
• Capital markets and debt/equity financing
• Relationship management and investor relations
• Corporate treasury and financial planning
• Regulatory compliance and risk management

Benefits

• Competitive compensation
• Restricted Stock Units
• Paid time off & paid holidays
• Comprehensive health, dental & vision insurance
• Employer contributions to HSA account
• Paid parental leave
• Paid life insurance, short-term and long-term disability
• Mental health & wellness support
• Commuter benefits (parking & transit)
• Cell phone stipend
• 401(k) Retirement plan with company match up to 4% of salary
• Volunteer time off

Pay

Compensation will be paid in the range of up to $130,000 - $160,000 + Bonus. Restricted Stock Units are included in all offers.

Schedule

The role is full-time and based in New York, NY or San Francisco, CA.