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.
About the job
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
Excel, FP&A, Asset-Backed Lending, Debt Capital Markets, Borrowing Base Certificates, Servicer Reporting, Capital Markets, Analytical Skills, Legal Agreements Parsing, Client Onboarding
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