Manager, Capital Markets

Insight Global; Orlando (FL); On-site; USD 110,000 - 140,000; Full time

Job summary

Insight Global is seeking a Finance professional to lead securitization execution and capital strategies in a dynamic capital markets environment. You will coordinate with internal and external partners and optimize funding costs.

The role requires 5–7+ years in capital markets or corporate finance, strong Excel modeling, and expertise in Power BI/SQL for analytics. Orlando, FL-based, on-site role with cross-functional leadership expectations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative field.
• 5–7+ years of relevant experience in capital markets, structured finance, or corporate finance.
• Experience with securitizations, ABS, or consumer lending portfolios preferred.
• Advanced Excel and financial modeling skills (cash flow modeling, scenario analysis).
• Experience with Power BI, SQL, or data analytics tools preferred.
• Strong analytical and problem-solving skills; deadline-driven and able to manage multiple priorities.

Responsibilities

• Lead execution of securitization transactions and warehouse facility financings.
• Coordinate with internal stakeholders, legal teams, and external partners throughout transaction lifecycles.
• Develop funding strategies to optimize cost of capital.
• Monitor loan portfolio performance and reporting packages for securitizations.
• Build and maintain cash flow models for securitization and portfolio valuation.
• Support loan portfolio forecasting in partnership with FP&A and Treasury.

Skills

Advanced Excel

Financial modeling

Cash flow modeling

Scenario analysis

Analytical thinking

Communication

Education

Bachelor's degree in Finance

Tools

Power BI

SQL

Job description

Job Description

Capital Markets & Transaction ExecutionSupport and lead execution of securitization transactions and warehouse facility financingsCoordinate with internal stakeholders, legal teams, and external partners throughout transaction lifecyclesAssist in structuring and evaluating funding strategies to optimize cost of capital

Portfolio Analytics & Reporting

Monitor loan portfolio performance, including delinquency, default, and prepayment trendsDeliver actionable insights to improve credit performance and inform lending strategyOversee preparation and review of monthly investor reporting packages for securitizations

Financial Modeling & Forecasting

Build and maintain cash flow models for securitization and portfolio valuationSupport loan portfolio forecasting in partnership with FP&A and TreasuryAnalyze funding scenarios and capital structure alternatives

Process Improvement & Automation

Develop and implement automated reporting tools (Excel, Power BI, SQL)Enhance scalability and accuracy of reporting and analytics processes

Leadership & Stakeholder Engagement

Mentor and develop junior analystsPrepare and present materials to senior leadership, banking partners, and rating agenciesServe as a key contributor in cross-functional initiatives related to capital strategy

Skills and Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a quantitative field5–7+ years of relevant experience in capital markets, structured finance, or corporate financeExperience with securitizations, ABS, or consumer lending portfolios strongly preferredAdvanced Excel and financial modeling skills (cash flow modeling, scenario analysis)Experience with Power BI, SQL, or data analytics tools preferredStrong analytical and problem-solving skillsAbility to manage multiple priorities in a deadline-driven environmentEffective communication skills with both technical and non-technical stakeholders

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].