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Capital Solutions Manager (Capital OS)

Manages Capital OS application accuracy, parses legal agreements for product teams, onboards clients, resolves disputes, and voices customer needs in a fintech capital markets platform. Requires 4-7 years in FP&A, asset-backed lending, or debt markets with Excel expertise.

95k – 150kAustin, TXNew York, NYBusiness OperationsHybrid4+ YOE

About the role

Responsibilities

  • Own the accuracy of Setpoint’s Capital OS application across asset classes and clients.
  • Parse legal agreements and create a source of truth for engineers and product managers as part of product implementation and development.
  • Manage operational processes to efficiently onboard software clients, coordinating with Engineering, Product and Legal teams.
  • Interact with clients to resolve reporting discrepancies and disputes in a timely manner.
  • Represent the voice of the customer in internal product communications.

Requirements

  • 1–2 years of relevant capital markets experience, ideally involving the generation or review of borrowing base certificates and monthly servicer reporting.
  • 4–7 years overall of FP&A, asset-backed lending, or debt capital markets experience.
  • Ability to deal with ambiguity and meet deadlines in high-pressure situations.
  • Strong analytical and problem-solving skills.
  • Expert status in Excel.

Compensation

$95,000 - $150,000 dependent on skills, experience and qualifications.

Skills

ExcelFP&AAsset-Backed LendingDebt Capital MarketsBorrowing Base CertificatesServicer ReportingCapital MarketsAnalytical SkillsLegal Agreements ParsingClient Onboarding

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