Capital Markets Associate/Senior Associate- Global Pre-IPO Fintech Firm

Atlantic Group; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus

RSUs

Hybrid work

Job summary

Atlantic Group in the United States is seeking a Capital Markets Associate/Senior Associate with strong SQL and advanced Excel skills to join a global pre-IPO fintech environment. You will write and maintain SQL queries, automate reporting, and build dashboards to monitor loan, collateral, and treasury data while supporting day-to-day treasury operations.

The role emphasizes transforming manual workflows into automated processes, conducting due diligence analytics, and assisting in deal

Qualifications

• 2-5 years of experience in capital markets, structured finance operations, or treasury at a fintech, bank, lending platform, or asset manager.
• Advanced Excel and SQL; comfortable writing queries to pull and manipulate large datasets.
• Strong background with AI analysis tools.

Responsibilities

• Write and maintain SQL queries to extract loan data, build data tapes, and verify collateral eligibility for SPVs.
• Oversee workflow improvements: transition manual, Excel-heavy workflows into automated processes.
• Build and maintain tracking dashboards to monitor portfolio performance.
• Assist with Treasury Operations and daily cash movements.
• Assist with deal structuring and due diligence analytics for the Capital Markets Team.
• Write and maintain complex SQL queries.

Skills

SQL

Advanced Excel

AI Analysis Tools

Capital Markets

Tools

SQL

Excel

Job description

Global Pre-IPO SaaS Firm Seeks a Capital Markets Associate/Senior Associate (With SQL & Advanced Excel)

Responsibilities:

• Reporting to the Director Capital Markets/Investor Relations
• Write and maintain SQL queries to extract loan data, build accurate data tapes, and verify collateral eligibility for the various SPVs
• Oversee Workflow Improvements: Transition manual, Excel-heavy workflows into streamlined, automated processes
• Build and maintain tracking dashboards to monitor portfolio performance
• Assist with Treasury Operations
• Assist with our Daily Cash Movements, Borrowing Base Reporting, and Credit Facility Requirements
• Daily Liquid Movement for Capital Markets Team
• Assist in Managing Day-to-Day Interactions with our Banking Partners & Trustees
• Utilize SQL and Advanced Excel to Automate Reporting
• Forecasts
• Due Diligence Analytics for the Capital Markets Team
• Assist with Deal Structuring
• Write and Maintain Complex SQL Queries

Qualifications:

• 2-5 Years of Experience in Capital Markets, Structured Finance Operations, or Treasury at a Fintech, Bank, Lending Platform, or Asset Manager.
• Advanced Excel & SQL. Ideally, hands-on experience with SQL and must be comfortable writing queries to pull and manipulate large datasets.
• Strong Background with AI Analysis Tools

Base Salary: 130k-150k + Strong Bonus & Potential RSU's. Tremendous Opportunity at this Global Pre-IPO Fintech Firm. Hybrid Schedule- 2 days in Office/3 Days Remote.