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Manager, Capital Markets
Upgrade · San Francisco
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What Upgrade asks for
From Upgrade's Manager, Capital Markets ad, checked 4 Nov 2026.
Structured finance deal execution
Hands-on execution of institutional funding programs, including warehouse facilities, whole loan sales, and securitizations for consumer lending products.
Deal mechanics and investor reporting
Managing the daily mechanics of transactions, such as allocation reports and loan tape reviews, while supporting borrowing base calculations and investor deliverables.
Legal documentation review
Reviewing and assisting in the negotiation of legal documents for structured finance, including purchase and servicing agreements.
Excel, SQL, and Tableau analysis
Using Excel to analyze collateral performance for pricing and surveillance, with SQL or Tableau experience considered a plus.
Counterparty and stakeholder coordination
Working with bank, credit union, and institutional investors to ensure smooth transaction operations and onboarding.
How the example answers the ad
Four of the five requirements above, each matched to a line in the example.
Structured finance deal execution
“Led the execution of $1.5 billion in whole loan sales to institutional counterparties within 18 months.”
Leading a billion dollar volume of whole loan sales across 18 months addresses structured finance deal execution for institutional funding.
Deal mechanics and investor reporting
“Executed 12 monthly securitization settlements, ensuring 100 percent accuracy in investor reporting.”
Handling 12 months of securitization settlements and ensuring reporting accuracy covers deal mechanics and investor reporting.
Legal documentation review
“Negotiated purchase and servicing agreements for two new warehouse facilities, increasing liquidity by $500 million.”
Negotiating both purchase and servicing agreements for warehouse facilities addresses legal documentation review.
Excel, SQL, and Tableau analysis
“Developed custom Tableau dashboards to track collateral delinquency trends and prepayment speeds.”
Creating custom dashboards in Tableau to track trends in collateral delinquency provides evidence for collateral analysis tools.
The whole example as text
Jessica Thompson · Capital Markets Manager
Summary
Capital Markets Manager with 6 years of professional experience in asset-backed finance and consumer lending. Executed over $4 billion in warehouse facility originations and private securitization transactions for personal loan portfolios. Managed complex borrowing base calculations and performed collateral surveillance using SQL and advanced Excel modeling. Coordinated with global institutional investors to facilitate monthly settlement cycles and streamline loan tape review processes.
Experience
Capital Markets Manager · Marcus by Goldman Sachs
New York, NY · 2025 - Present
- Led the execution of $1.5 billion in whole loan sales to institutional counterparties within 18 months.
- Automated the monthly loan tape review process, reducing manual processing time by 40 percent.
- Negotiated purchase and servicing agreements for two new warehouse facilities, increasing liquidity by $500 million.
Capital Markets Manager · LendingClub
San Francisco, CA · 2023 - 2025
- Managed daily borrowing base reporting for a $1.2 billion personal loan warehouse facility.
- Executed 12 monthly securitization settlements, ensuring 100 percent accuracy in investor reporting.
- Developed custom Tableau dashboards to track collateral delinquency trends and prepayment speeds.
Capital Markets Analyst · SoFi
San Francisco, CA · 2022 - 2023
- Assisted in the structuring of two inaugural personal loan securitization deals valued at $800 million.
- Performed weekly collateral surveillance in Excel to identify trends in credit loss development.
- Automated loan tape production, increasing delivery speed to investors by two days per month.
Finance Associate · Goldman Sachs
New York, NY · 2020 - 2022
- Supported the execution of asset-backed securitizations by modeling underlying cash flows for private offerings.
- Maintained rigorous compliance with SEC reporting requirements for institutional funding programs.
- Conducted ad-hoc analysis on loan performance data to support pricing decisions for debt issuances.
Education
Master of Business Administration (Finance) · University of Pennsylvania, Wharton School
Philadelphia, PA · 2018 - 2020
- Completed concentrated coursework in advanced fixed income derivatives and credit risk modeling.
- Graduated with honors and distinction in quantitative financial analysis.
- Served as lead researcher for the student-led capital markets and fintech research initiative.
Bachelor of Business Administration (Finance) · University of Texas at Austin
Austin, TX · 2013 - 2017
- Maintained a 3.9 GPA while completing comprehensive coursework in financial accounting and investment banking.
- Awarded Dean's List honors for four consecutive semesters.
- Completed a senior thesis on the impact of interest rate volatility on consumer loan performance.
Skills
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Frequently asked questions
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No. The role is based in the San Francisco office and follows a hybrid schedule, requiring you to be in the office on Tuesdays, Wednesdays, and Thursdays.
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