Senior Associate, Capital Markets

Jobtailor; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in Chicago is seeking a mid-level credit reporting professional to manage funding, collateral, and reporting flows across the company’s credit facilities. You will work with large data sets to analyze facility performance, prepare lender reporting, and monitor covenant compliance, borrowing base mechanics, and eligibility requirements.

You will also respond to routine lender requests with clear summaries and accurate data.

Qualifications

• 2-4 years of experience in a middle-office, credit, or reporting-focused role within structured finance, private credit, or speciality finance
• Direct exposure to credit facilities, borrowing base mechanics, or covenant/eligibility reporting
• Advanced Excel proficiency and ability to analyze large data sets
• Able to identify and reconcile discrepancies independently
• Ownership and accountability mentality; detail-oriented, with high standards for accuracy and output quality
• Experience in specialty finance or consumer lending is a plus

Responsibilities

• Support day-to-day activity across the Company’s credit facilities, including funding, collateral, and reporting flows
• Prepare and review lender reporting, ensuring accuracy, completeness, and external readiness
• Assist in monitoring borrowing base, eligibility, concentration limits, and covenant compliance
• Work with large data sets to analyze facility performance and flag anomalies or discrepancies
• Support routine lender requests and follow-ups
• Translate facility data into clear summaries and items of note
• Maintain rigorous quality control over recurring reporting deliverables
• Identify and help implement process improvements to enhance efficiency and accuracy

Skills

Data Analysis

Advanced Excel Proficiency

Credit Facilities Management

Borrowing Base Mechanics

Reporting Accuracy

Clear Communication

Tools

SQL

VBA

Excel

Job description

• Support day-to-day activity across the Company’s credit facilities, including funding, collateral, and reporting flows
• Prepare and review lender reporting, ensuring accuracy, completeness, and external readiness
• Assist in monitoring borrowing base, eligibility, concentration limits, and covenant compliance
• Work with large data sets to analyze facility performance and flag anomalies or discrepancies
• Support routine lender requests and follow-ups
• Translate facility data into clear summaries and items of note
• Maintain rigorous quality control over recurring reporting deliverables
• Identify and help implement process improvements to enhance efficiency and accuracy

Requirements

• 2-4 years of experience in a middle-office, credit, or reporting-focused role within structured finance, private credit, or speciality finance
• Direct exposure to credit facilities, borrowing base mechanics, or covenant/eligibility reporting
• Advanced excel proficiency is required; comfort working and troubleshooting with large data sets is essential to this role
• Able to identify and reconcile discrepancies independently
• Ownership and accountability mentality; detail-oriented, with high standards for accuracy and output quality
• Comfortable operating in a lean, fast-paced environment
• Clear communicator, able to work effectively with internal stakeholders and lenders
• Experience in specialty finance or consumer lending (Nice to Have)
• Exposure to adjacent asset classes (Nice to Have)
• SQL and VBA experience is a plus, but not required (Nice to Have)

Core Competencies

Demonstrates expertise in credit facilities management, including funding, collateral, and reporting flows, with a strong focus on data analysis and quality control. Proficient in advanced Excel and capable of identifying discrepancies while maintaining high standards for accuracy.

Highest-signal resume keywords

• Credit Facilities Management
• Advanced Excel Proficiency
• Data Analysis
• Covenant Compliance
• Clear Communication

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Covenant Compliance
• Credit Facilities Management
• Borrowing Base Mechanics
• Reporting Accuracy

Soft Skills

• Detail-Oriented
• Ownership Mentality
• Clear Communication
• Ability to Work Independently
• Adaptability in Fast-Paced Environments

Industry Keywords

• Structured Finance
• Private Credit
• Specialty Finance
• Consumer Lending
• Asset Classes

Tools & Technologies

• Excel
• SQL
• VBA