Capital Markets Data Analyst in CA by ApplePie Capital

ApplePie Capital is a fast-growing online lender focused exclusively on the franchise industry. Our channel is differentiated and our momentum is real - we forge partnerships with high quality franchise brands, who deliver highly-qualified franchisee borrowers seeking capital to grow their franchise empire and escape the growth limitations of traditional financing.
We have originated over $2.5B in loan volume to fund franchised businesses. Our next step is to scale our success and become the premier one-stop shop for franchise finance, a $71B annual debt market. To get there, we’re looking for team members with true grit, an entrepreneurial spirit, and a burning desire to make their mark.

As a Capital Markets Analyst, you will report directly to the Chief Credit Officer in our centralized analytics department with exposure and interaction across the Executive Suite. You will take ownership of our capital markets analytics, strategy development, forward and existing portfolio performance representations and internal/external party communication support. 

You will support the Head of Capital Markets with operationalizing ideas, developing data based materials for prospective/existing loan purchase programs, evaluation of loan portfolio performance, forecasting loan portfolio performance, collaborating cross-functionally and successfully navigating complexity and tight timelines.

The ideal candidate will have experience and a proven track record of quantitative evaluation of loan portfolios.

This full-time position is available on a remote basis.

Responsibilities:
Develop and regularly update historical and go-forward (forecast) evaluations of ApplePie Capital’s loan pool both overall and by existing or prospective loan holder
Return Expectations
Prepayment Expectations
Loss Expectations
Yield Expectations
Assist in efforts to build a stable capital base to support our franchise loan originations through effective presentation of data including warehouse facility analysis
Participation with new loan buyer legal and credit diligence processes, working collaboratively across functions to ensure that we provide timely, accurate information about all aspects of our financial products and processes to prospective loan buyers
Ensure timely and accurate delivery of reporting and monitoring deliverables across transaction facilities.
Work with Sales, Credit, Marketing and Legal teams to ensure data integrity of investor reporting 
Maintenance and updating of standard monthly diligence and marketing materials and Capital Markets data room
Assist with a variety of activities related to the daily operations of capital markets

Qualifications:
5+ years of experience in structured finance, capital markets and financial product innovation, client-facing role at a FinTech, Private Credit or Alternative Capital markets experience
Experience in amortizing loan portfolio analytics and modeling
Capable of leveraging large data sets and using them to make effective decisions through technical skills and code writing skills
Highly organized, detail-oriented and a strong client service orientation
Experience operating in a fast-paced environment and comfortable prioritizing critical issues
Outstanding written and verbal communication skills and ability to clearly articulate information tailored to the audience, both internally and externally
Strong team player who can motivate and influence diverse and distributed teams

Preferred Skills:
Graduate degree in Business, Accounting, Finance, Economics or a related field
Strong time management skills with a proven ability to meet deadlines and discern prioritization among many activities
Experience with Structured Finance, Private Credit or Fixed Income 
Proficiency with Python, Intex, SQL, Microsoft Office (Word, Excel, Outlook, and PowerPoint) and/or Google Workspace skills and Salesforce 

ApplePie Capital is an equal opportunity employer.
For more information about ApplePie Capital, visit www.applepiecapital.com.

 ApplePie Capital
https://www.projectcasting.com/job/59099-capital-markets-data-analyst

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