Capital Markets Manager

Summary

Ascend is a financial operations platform for the insurance industry, combining AI-powered accounting automation, payments, and premium financing. The Capital Markets Manager will manage the day-to-day operations of securitizations and funding facilities, including portfolio reporting, diagnostics, data cleansing, financial modeling, and support for new funding transactions.

Responsibilities

• Dive deep into Ascend's securitizations and other funding facilities, transaction structures, and current reporting processes and tools
• Build foundational relationships with internal partners across Finance, Legal, and Capital Markets
• Begin developing fluency in our waterfall models, data sets, and funding protocols
• Own key aspects of portfolio management including reporting, running diagnostics, and data cleansing across Ascend's securitizations and other funding facilities
• Develop a strong understanding of the firm's funding protocols and procedures, executing them accurately and on schedule
• Support the design, development, and execution of securitization, warehouse, and corporate funding facilities alongside senior team members
• Fully own day-to-day management of Ascend's securitizations and other funding facilities, controlling all aspects of reporting, diagnostics, and data cleansing
• Actively participate in special projects including interest rate risk management initiatives and portfolio analysis and forecasting
• Play a key role in driving proactive portfolio insights that leadership can act on across underwriting, operations, and collections
• Help refine scalable portfolio management practices and modeling approaches that enable Ascend to operate a best-in-class funding platform

Skills

• A four-year college degree, with majors in engineering, math, finance, physics, or economics preferred
• Experience in financial cash flow modeling for securitization transactions in Excel
• Proficiency with Microsoft Office products (Excel, Word, Access)
• Ability to work independently and multitask in a fast-paced environment to meet client deadlines
• Strong organizational, analytical, and problem-solving skills, with high attention to detail
• Strong written and oral communication skills
• Proficiency with structured finance/credit analytics platforms and programming/scripting languages (e.g. Python, SQL) preferred
• Exposure to legal documents such as offering memorandums, offering circulars, indentures, and private placement memorandums is a plus
• Some relevant working experience in the following areas is a plus: mortgage and asset-backed securities, accounting firms, corporate trust, mortgage banking, loan servicing, fixed income investments, or rating agencies

Qualifications

Must Haves

• A four-year college degree, with majors in engineering, math, finance, physics, or economics preferred
• Experience in financial cash flow modeling for securitization transactions in Excel
• Proficiency with Microsoft Office products (Excel, Word, Access)
• Ability to work independently and multitask in a fast-paced environment to meet client deadlines
• Strong organizational, analytical, and problem-solving skills, with high attention to detail
• Strong written and oral communication skills

Nice to Haves

• Proficiency with structured finance/credit analytics platforms and programming/scripting languages (e.g. Python, SQL) preferred
• Exposure to legal documents such as offering memorandums, offering circulars, indentures, and private placement memorandums is a plus
• Some relevant working experience in the following areas is a plus: mortgage and asset-backed securities, accounting firms, corporate trust, mortgage banking, loan servicing, fixed income investments, or rating agencies

Benefits

• This is a remote position