Forward Financing
Capital Markets Manager
Remote - United States
Role brief
What this role is asking for.
Forward Financing is a financial technology 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 Workยฎ, Forward is investing in its employees, technology, and customer experience โ with long-term success in mind every step of the way. In this role you will: - 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; manager 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 i...
Company role signals