Capital Markets Associate

The role

You will maintain existing capital partner relationships and assist in forging new ones. You will also streamline financial reporting, conduct daily analyses, and troubleshoot issues.

What you will do

• Assist in the structuring, execution, and ongoing management of warehouse financing facilities
• Support asset backed securitizations across the deal lifecycle
• Support the execution and ongoing management of loan sale and forward flow programs
• Build and maintain financial models to evaluate funding costs, advance rates, and liquidity
• Assist in evaluating and onboarding new financing partners
• Analyze originations, credit characteristics, delinquencies, losses, and prepayments
• Partner with Finance, Credit, Accounting, Legal, Engineering, and Data teams
• Leverage AI and automation tools to optimize financial modeling and reporting

Required qualifications

• Bachelor’s degree in Finance, Economics, Data Analytics, or a related quantitative field
• 3–5 years of professional experience, ideally in investment banking, capital markets, fintech, financial services, consulting, or corporate finance
• Advanced mastery of Excel
• Strong SQL skills for querying large and disparate datasets
• Proven experience constructing data-driven financial reports
• Exceptional critical thinking capabilities and quantitative rigor
• Ability to operate independently with high ownership
• Excellent verbal and written communication skills
• Strong organizational agility and time-management skills

Nice to have

• Advanced degree (e.g., Master’s or MBA)
• Python proficiency

Benefits

• Robust Health Care Plans (Medical, Dental & Vision)
• Generous Parental Leave
• Flexible Time Off (FTO) Policy
• Retirement Plan (401k) with company match!
• Educational Assistance/Tuition Reimbursement up to $3K/year
• Life Insurance (Basic, Voluntary & AD&D)
• Short Term / Long Term Disability
• Robust Ancillary benefits including accident insurance, hospital insurance, etc
• Wellhub (Gympass) Wellness Benefit
• Recreational Safety Benefit

About the company

Founded in 2014, Octane supports over 60 OEM partner brands and over 4,000 dealer partners, and has a team of over 600. Octane is unlocking the power of financial products for merchants and consumers.