Capital Markets Execution Manager: Securitizations & Funding

Upgrade; San Francisco (CA); Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and stock option

Medical, dental and vision insurance

Flexible PTO

Competitive 401(k) and RRSP program

Professional growth opportunities

Paid parental leave

Health & wellness initiatives

Job summary

Upgrade is hiring a Capital Markets Manager in San Francisco. You will drive hands‑on execution across warehouse facilities, forward flow sales, and securitizations for various lending products.

You’ll work with institutional and FI execution leads to keep transactions moving and manage deal‑level deliverables. You will partner with investor sales, credit, product, treasury, and engineering teams to ensure data integrity and timely investor reporting, while supporting onboarding of new investors

Qualifications

• 4+ years of experience in capital markets, asset‑backed finance, or related consumer lending
• Strong understanding of consumer lending and credit underwriting
• Proficiency in Excel; SQL and/or Tableau a plus
• Execution‑oriented with ability to manage deliverables on live transactions

Responsibilities

• Serve as primary/backup execution support on warehouse, forward flow, and securitization transactions
• Own day‑to‑day deal execution mechanics: allocations, purchase confirmations, loan tape reviews, funding and settlement
• Support reporting and covenant monitoring; deliver investor reporting on time
• Review and negotiate legal docs for structured finance transactions with internal/external counsel
• Analyze collateral performance using Excel/SQL/Tableau for pricing and surveillance
• Coordinate with investor sales and ops to ensure smooth onboarding with counterparties
• Collaborate cross‑functionally to support balance sheet management and data integrity
• Lead ad hoc projects as funding programs scale

Skills

Capital markets experience

Execution oriented

Strong communication

Organizational skills

Tools

Excel

SQL

Tableau

Job description

Upgrade is hiring a Capital Markets Manager in San Francisco. You will drive hands‑on execution across warehouse facilities, forward flow sales, and securitizations for various lending products.

You’ll work with institutional and FI execution leads to keep transactions moving and manage deal‑level deliverables. You will partner with investor sales, credit, product, treasury, and engineering teams to ensure data integrity and timely investor reporting, while supporting onboarding of new investors