Data & Insight OS Capital Solutions Manager (Hybrid)

Setpoint; United States; Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Stock options

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Flexible vacation

Job summary

A financial technology firm is seeking a Capital Solutions Manager. This hybrid position involves managing client portfolios, ensuring data quality, and serving as a bridge between clients and engineering teams. The ideal candidate has 3-6 years of experience in private credit or structured finance, strong analytical skills with proficiency in Excel, and the ability to write technical specifications. A comprehensive benefits package and flexibility are offered, with a salary range of $140,000 - $160,000.

Qualifications

• 3–6 years in private credit or structured finance.
• Demonstrated client management experience.
• Strong analytical skills with expert-level Excel knowledge.
• Experience writing technical specifications.
• Comfort with AI/LLM tooling and automation.
• Team supervision experience.
• Ability to operate independently in ambiguous environments.

Responsibilities

• Own and manage client portfolios across platforms.
• Translate client needs for Engineering teams.
• Ensure data accuracy and quality assessments.
• Supervise offshore resources and manage team deliverables.
• Leverage AI workflows to improve processes.
• Contribute to onboarding and process documentation.

Skills

Client management

Analytical skills

Data quality assessment

Technical specifications writing

Team supervision

Tools

Excel

SQL

Python

Metabase

Tableau

Job description

A financial technology firm is seeking a Capital Solutions Manager. This hybrid position involves managing client portfolios, ensuring data quality, and serving as a bridge between clients and engineering teams. The ideal candidate has 3-6 years of experience in private credit or structured finance, strong analytical skills with proficiency in Excel, and the ability to write technical specifications. A comprehensive benefits package and flexibility are offered, with a salary range of $140,000 - $160,000.