Capital Markets Strategy and Operations Analyst

• Initiates whole loan sales by determining loan pool eligibility against investor criteria, then preparing and delivering loan schedules, loan agreements, and underwriting documentation to investors.
• Serves as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve them.
• Manages day-to-day activity on GoodLeap’s revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
• Develops and maintains Excel-based models, including the Sales Engine and Funding Engine, and drives automation by identifying process improvements, defining requirements, and helping build and maintain capital markets software solutions.
• Analyzes alternatives, makes recommendations to management, and implements consumer finance funding and sales strategies.
• Leads new investor onboarding and prepares and analyzes ongoing investor and management reporting, flagging trends and issues for leadership.

The Analyst brings at least two years of experience in financial modeling and analysis, and at least two years in capital markets, treasury, or finance. They have advanced proficiency in Microsoft Excel, Databricks, and AI tools (e.g., Claude), with the technical ability to manipulate and analyze large datasets and apply statistical methods to them. They communicate findings clearly, in writing and verbally, to management, investors, and other external parties. They have a solid grasp of capital markets, finance, accounting, and business operations concepts, and ideally bring experience in financial services, consumer finance, fintech, or renewable energy finance. They work well across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development, and represent GoodLeap professionally while building lasting relationships with funding and capital partners. Above all, they are a curious, tenacious problem solver and a strong team player.