Associate, Capital Markets and Formation

• Capital Formation & Transaction Execution
• Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues
• Transaction Lead: Act as a key execution team member on new debt and equity issuances
• Financial Modeling: Build, maintain, and stress-test complex financial models to evaluate new financing proposals
• Market Intelligence: Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
• Relationship Management & Investor Relations
• Create and maintain key relationships across the banking and buy-side community
• Lender and Investor Relationship Management: Cultivate and maintain strong, high-touch relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners
• External Representation: Prepare high-quality, professional marketing materials
• Negotiation Support: Assist senior management in term sheet negotiations and structuring discussions with capital partners
• Internal Capital Allocation & Treasury
• "Internal Bank" Function: Work closely with treasury and broader finance organizations to help manage capital flows and capital availability for new projects
• Liquidity & Risk Management: Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures
• Reporting and Research: create and distribute internal research papers for executive leadership and the Board of Directors

• 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
• Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
• Proven track record of managing and contributing to the execution of complex financing transactions
• Exceptional financial modeling and quantitative analysis skills
• expertise in MS Excel is mandatory
• Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners
• Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences
• A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field

CFA designation or candidate is a plus

• Restricted Stock Units in a fast growing, well-funded technology company
• Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
• Employer contributions to HSA accounts
• Paid Parental Leave
• Paid life insurance, short-term and long-term disability
• Teladoc
• 401(k) with a 100% match up to 4% of salary
• Generous paid time off and holiday schedule
• Cell phone reimbursement
• Tuition reimbursement
• Subscription to the Calm app
• MetLife Legal
• Company paid commuter benefit
• $300/month