Capital Markets Manager

About the role

The role involves leading end-to-end execution of warehouses, securitizations, forward-flow programs, and corporate debt transactions from term sheet through close. Duties include coordinating internal teams and external partners (banks, underwriters, rating agencies), managing investor/lender diligence and communications, preparing offering documents, term sheets, and investor materials, delivering ongoing performance updates, analyzing collateral and collateral run data tapes, managing day-to-day operations, pledging, and reporting for all facilities, ensuring accurate servicer reporting, and compliance with lender metrics/covenants.

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; manage 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

Qualifications

• Master's degree in Finance, Accounting, Economics, or related field
• Professional certifications such as CFA, CPA, or FRM preferred

Skills

• Excel/Google Sheets (build scalable cash-flow and scenario models)
• SQL/Looker/Snowflake
• Project management
• Financial modeling
• Deal structuring
• Collaboration with cross-functional teams

Benefits

• Annual Targeted Salary: $131,000-166,000 USD
• Annual Target Bonus: 10%

Pay

Annual Targeted Salary: $131,000-166,000 USD

Schedule

Remote-first with flexible hours

Benefits

• Medical, dental, vision, commuter benefits
• Flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• Annual professional development budget
• Charitable donation match

Company Culture

Forward Financing is committed to a culture of fairness, inclusion, and innovation. We are dedicated to empowering both our team and the customers we serve, helping them succeed and thrive. We are a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Company Overview

Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

Why You Should Apply

Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

Compensation

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture. Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable.

Total Rewards

• Medical, dental, vision, commuter benefits
• Flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• Annual professional development budget
• Charitable donation match

Core Values

• Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
• Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.
• Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.
• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

California Employee Privacy Policy

Forward Financing is committed to protecting the privacy of its employees. We comply with all applicable laws and regulations regarding employee privacy, including those in California. Our privacy policy can be found on our website.