Principal, Fintech Innovation Banking

Jobtailor; California (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced corporate banking professional to support fintech clients with embedded banking capabilities and structured financing solutions. You will originate and execute warehouse facilities, securitizations, and ABS transactions while building financial models and presenting client-ready materials.

The role requires 5–7 years in banking or capital markets, strong credit and underwriting skills, and relevant licenses (SIE, Series 79, Series 63) within company

Qualifications

• Undergraduate degree required; graduate degree preferred.
• 5-7 years of experience in banking, corporate finance, or capital markets.
• Strong credit, corporate finance, and underwriting skills.
• SIE, Series 79, and Series 63 licenses required within Fifth Third guidelines.
• Advanced analytical and quantitative skills.
• Strong modeling and valuation skills.
• Effective communication.
• Multi-priority management.
• Familiarity with Bloomberg, Capital IQ, or FactSet.
• Accountability for risk and adherence to policies and procedures.

Responsibilities

• Support growth across corporate banking for fintech companies.
• Deliver banking and funds-flow capabilities through embedded banking and fintech infrastructure.
• Originate and execute warehouse facilities, forward-flow agreements, securitizations, ABS transactions, and other structured financing solutions.
• Build and interpret complex financial models.
• Complete credit and financial statement analysis independently.
• Create client-ready presentation materials.
• Identify client needs and relevant solutions using knowledge of venture capital structures and market trends.
• Support and help originate venture debt, growth capital, MRR/ARR, treasury, FX, warrant, and capital markets opportunities.
• Coordinate with product partners to develop integrated financing solutions.
• Build relationships with peers, product partners, and senior bankers.
• Provide support and oversight to Capital Markets and Treasury partners on product suitability.

Skills

Credit Analysis

Financial Modeling

Advanced analytical skills

Effective communication

Multi-priority management

Education

Undergraduate degree required; graduate degree preferred

Tools

Bloomberg

Capital IQ

FactSet

Job description

• Support growth across corporate banking for fintech companies
• Deliver banking and funds-flow capabilities through embedded banking and fintech infrastructure, particularly the Newline platform
• Originate and execute warehouse facilities, forward-flow agreements, securitizations, ABS transactions, and other structured financing solutions
• Build and interpret complex financial models
• Complete credit and financial statement analysis independently
• Create client-ready presentation materials
• Identify client needs and relevant solutions using knowledge of venture capital structures and market trends
• Support and help originate venture debt, growth capital, MRR/ARR, treasury, FX, warrant, and capital markets opportunities
• Coordinate with product partners to develop integrated financing solutions
• Build relationships with peers, product partners, and senior bankers
• Provide support and oversight to Capital Markets and Treasury partners on product suitability

Requirements

• Undergraduate degree required; graduate degree preferred
• 5-7 years of experience in banking, corporate finance, or capital markets
• Strong credit, corporate finance, and underwriting skills
• SIE, Series 79, and Series 63 licenses required within Fifth Third guidelines
• Advanced analytical and quantitative skills
• Strong modeling and valuation skills
• Effective communication
• Multi-priority management
• Familiarity with Bloomberg, Capital IQ, or FactSet
• Accountability for risk and adherence to policies and procedures

Core Competencies

Demonstrates expertise in corporate banking and capital markets, with strong capabilities in financial modeling, credit analysis, and structured financing solutions. Proven ability to build relationships and deliver integrated financing solutions for fintech companies.

Highest-signal resume keywords

• Corporate Finance
• Credit Analysis
• Financial Modeling
• SIE License
• Series 79 License

ATS Optimization Keywords

Hard Skills

• Structured Financing Solutions
• Valuation Skills
• Quantitative Skills
• Financial Statement Analysis
• Venture Debt Knowledge

Soft Skills

• Effective Communication
• Multi-Priority Management

Certifications & Qualifications

• SIE License
• Series 79 License
• Series 63 License

Industry Keywords

• Corporate Banking
• Fintech
• Capital Markets
• Venture Capital
• ABS Transactions

Tools & Technologies

• Bloomberg
• Capital IQ
• FactSet