Associate, Capital Markets

Best Egg; Delaware; On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Retirement savings plan

Paid time off

Health care plans

Flexible Spending Plans

Life insurance

Job summary

Best Egg, now part of Barclays, seeks a Capital Markets associate to support loan sales and securitization processes. You will partner with Capital Markets, treasury, and accounting to execute transactions and ensure accurate reporting in a fast-paced environment.

The role requires 2–4 years in consumer lending/finTech, strong Excel and SQL skills, and excellent communication as you coordinate with investors and cross-functional teams. Salary ranges reflect the market in the US.

Qualifications

• 2–4 years of experience in consumer lending, FinTech, or financial services.
• Proficiency in Excel and SQL.
• Strong analytical skillset.

Responsibilities

• Assist in preparing securitization materials such as loan tapes, performance data, marketing presentations
• Support transaction activities such as facilitating documentation, working with rating agencies, banks and investors
• Respond to investor questions/inquiries
• Assist with ad hoc transactions for investors such as transfers or financings
• Prepare, reconcile and deliver monthly reporting for securitizations and/or whole loan investors
• Prepare monthly performance data for internal and external use
• Primary contact for investors regarding reporting
• Automate daily/weekly/monthly processes as much as possible
• Ad hoc support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)

Skills

Analytical skills

Cross-functional collaboration

Project management

Tools

Excel

SQL

Job description

Best Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative lending solutions and financial health tools. As a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institution—working together to create a better financial future for our customers and communities.

At Best Egg, you’ll find a culture grounded in our core values—putting people first, creating clarity, delivering with excellence —enhanced by Barclays’ commitment to integrity, inclusion, and long-term impact. Together, we empower our colleagues to challenge, innovate, and take ownership while making a meaningful difference in people’s financial lives.

With the strength of Barclays behind us, we offer expanded opportunities for growth, development, and career mobility across a global organization—while continuing to build the products and experiences that make Best Egg unique.

We’re looking for collaborative, curious problem-solvers who are excited to make an impact and grow with us.

We’re proud to be an equal opportunity employer committed to building a diverse and inclusive team.

The Job

We’re seeking a Capital Markets associate to support the whole loan sales and securitization process. In this role, you’ll partner closely with Capital Markets, treasury and accounting to execute transactions and ensure all aspects of internal and external reporting are correct. This role is ideal for a capital markets professional who thrives in a fast-paced environment, has strong attention to detail and can manage several projects/priorities at a time.

Duties & Responsibilities

• Assist in preparing securitization materials such as loan tapes, performance data, marketing presentations
• Support transaction activities such as facilitating documentation, working with rating agencies, banks and investors
• Respond to investor questions/inquiries
• Assist with ad hoc transactions for investors such as transfers or financings
• Prepare, reconcile and deliver monthly reporting for securitizations and/or whole loan investors
• Prepare monthly performance data for internal and external use
• Primary contact for investors regarding reporting
• Automate daily/weekly/monthly processes as much as possible
• Ad hod support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)

Requirements-Development & Expertise

• 2-4 years of experience in consumer lending, FinTech, or financial services.
• Proficiency in Excel and SQL
• Strong analytical skillset

Requirements-Leadership & Collaboration

• Exceptional written and verbal communication skills.
• Collaborative mindset with experience working cross-functionally across Finance, Risk, Accounting, Legal, and Operations teams.
• Strong project management skills with the ability to manage multiple priorities and deadlines.

Requirements-Culture & Mindset

• Strategic thinker with strong attention to detail and a bias toward clarity and transparency.
• Comfortable operating in fast-paced, evolving market environments.
• Curious, proactive, and solutions-oriented.

$80,000 - $95,000 a year

Employee Benefits

Best Egg offers many additional benefits for our employees, including (but not limited to):

• Pre-tax and post-tax retirement savings plans with a competitive company matching

program

• Generous paid time-off plans including vacation, personal/sick time, paid short--term and long-term disability leaves, paid parental leave, and paid company holidays

• Multiple health care plans to choose from, including dental and vision options

Flexible Spending Plans for Health Care, Dependent Care, and Health Reimbursement Accounts

• Company-paid benefits such as life insurance, wellness platforms, employee assistance programs, and Health Advocate programs

• Other great discounted benefits include identity theft protection, pet insurance, fitness center reimbursements, and many more!

In compliance with the CCPA, Best Egg is fully committed to handling the personal information and data of employees and job applications responsibly with respect and due care. Review our CCAA Employee Policy here