Capital Markets Strategy & Operations Analyst

Goodleap; Roseville (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

GoodLeap in Roseville, CA is seeking a Capital Markets Strategy & Operations Analyst to manage day-to-day loan funding, revolving facilities, and asset-backed securitizations. You will collaborate with Product, Engineering, Legal, and Finance teams to support funding and investor relationships.

The role requires 2+ years in financial modeling and capital markets, a BA in finance or related field, and advanced Excel, Databricks, and Claude AI skills.

Qualifications

• 2+ years in financial modeling and capital markets or treasury.
• Bachelor's degree in business, economics, or finance.
• Advanced Excel, Databricks, and Claude AI proficiency.
• Clear written and verbal communication to management and investors.
• Solid knowledge of capital markets, finance, accounting, and business operations.
• Experience in financial services, fintech or renewable energy finance preferred.
• Collaborates across multiple departments and builds relationships with funding partners.
• Curious, tenacious problem solver and strong team player.

Responsibilities

• Initiates whole loan sales by preparing loan schedules and underwriting docs for investors.
• Serves as investor contact during loan reviews and coordinates with Product, Engineering, Servicing, and Underwriting.
• Manages day-to-day activity on revolving warehouse facilities, including funding requests and covenant monitoring.
• Develops and maintains Excel-based models (Sales Engine, Funding Engine) and drives automation via process improvements and capital markets software.
• Analyzes alternatives and implements financing strategies for consumer finance funding and sales.
• Leads new investor onboarding and prepares ongoing investor and management reporting.

Skills

Financial modeling

Capital markets

Communication

Teamwork

Problem solving

Education

Bachelors in Finance

Tools

Databricks

Claude

Job description

About GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life‑saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Capital Markets Strategy & Operations Analyst supports the funding and sale of GoodLeap’s consumer finance loans by operationalizing revolving credit facilities, whole loan purchase agreements, and asset‑backed securitizations. The Analyst manages day‑to‑day loan funding and sales activity, supports and maintains GoodLeap’s investor relationships, and works directly with lenders, capital partners, and their third‑party vendors. Reporting to the Manager of Capital Markets Strategy & Operations, the Analyst collaborates closely with Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development.

Essential Job Duties and Responsibilities

• Initiates whole loan sales by determining loan pool eligibility against investor criteria, then preparing and delivering loan schedules, loan agreements, and underwriting documentation to investors.
• Serves as a point of contact for investors and their vendors during loan reviews, partnering with Product, Engineering, Servicing, and Underwriting to answer questions, evaluate exceptions, and resolve them.
• Manages day‑to‑day activity on GoodLeap’s revolving warehouse credit facilities, including borrowing base calculations, funding requests, and covenant compliance monitoring.
• Develops and maintains Excel‑based models, including the Sales Engine and Funding Engine, and drives automation by identifying process improvements, defining requirements, and helping build and maintain capital markets software solutions.
• Analyzes alternatives, makes recommendations to management, and implements consumer finance funding and sales strategies.
• Leads new investor onboarding and prepares and analyzes ongoing investor and management reporting, flagging trends and issues for leadership.

Required Skills, Knowledge and Abilities

• At least 2 years of experience in financial modeling and analysis, along with at least 2 years of experience in capital markets, treasury, or finance.
• Bachelor's degree in business, economics, finance, or a related field required.
• Advanced proficiency in Microsoft Excel, Databricks, and AI tools (e.g., Claude), with the technical ability to manipulate and analyze large datasets and apply statistical methods to them.
• Ability to clearly communicate findings, both verbally and in writing, to management, investors, and other external parties.
• Solid grasp of capital markets, finance, accounting, and business operations concepts.
• Experience in financial services, consumer finance, fintech, or renewable energy finance strongly preferred.
• Collaborates effectively across Capital Markets, Legal, Servicing, Underwriting, Product, Engineering, Finance, Accounting, and Business Development while representing GoodLeap professionally and building lasting relationships with funding and capital partners.
• Curious, tenacious problem solver, and strong team player.

Compensation: $75,000–$85,000 annually, plus bonus.

Additional Information Regarding Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

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