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Capital Markets Operations Analyst

Created on 13-05-2019
Location San Francisco

Description

The Capital Markets Operations team is seeking a motivated and analytical analyst to support institutional investor operating activities. In this role you’ll be responsible for handling day-to-day operations activities, project managing ad-hoc issues or special assignments, and interacting closely with the sales, payments, financial operations, product and technology teams.

As an Analyst on our Capital Markets Operations team you will...

  • Interface directly with accredited and institutional investors on daily basis, providing timely responses and support for their inquiries
  • Execute and streamline day-to-day operating activities related investor onboarding, creating and sending monthly statements, etc. for all investors
  • Be responsible for scoping and troubleshooting larger ad-hoc operational issues as they occur
  • Contribute to the development of external systems used by investors by working closely with the product, technology and sales teams
  • Gain an in-depth knowledge of internal payments and loan processing systems

 

You’ve been there and done this…

  • Bachelor’s degree in accounting, finance, business administration, economics, or other quantitative discipline
  • Between 2-4 years of work experience in the finance/investments industry (preferably in an operational or sales support capacity)
  • Comfortable working with large data sets (preferable working with basic queries), intermediate excel skills a must and SQL and/or Tableau experience a plus
  • Passion for delivering a best in class investor experience
  • High attention to detail
  • Self-starter with strong interpersonal and communication skills
  • Enthusiasm for a high-paced, team-oriented start-up environment
  • Identification with our mission, “to build a better financial world”
  • Alignment with our core values: Think Smart, Make It Happen, Be Open, Stand Together, Live the Adventure

Why join us?

We offer all of the stuff that folks tend to find important, like a competitive salary, equity, fully-covered health benefits and the like. That said, have you heard about what we’re doing?! Our mission is what really motivates us to come to work each day:

  • We’re supporting small business, the engine of economic growth.
  • We’re creating a bigger marketplace where investors can directly connect with businesses.
  • We’re helping facilitate higher yields for investors and lower interest rates for borrowers.
  • We can fund loans extremely quickly, all online!
  • We have a clear competitive advantage in areas like domain expertise and regulatory processes.

To learn more about our work environment, culture, and perks, visit:

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Funding Circle provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal or local law.#LI-DS1

Benefit

Bike to work scheme

Bike to work...

Dental care

Dental care

Eye care vouchers

Eye care vou...

Free Breakfast

Free Breakfa...

Fresh fruit delivered to the office

Fresh fruit ...

Gym allowance

Gym allowanc...

Heathcare

Heathcare

Life & Disability Assurance

Life & Disab...

Social clubs

Social clubs

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