Head of Capital Markets

About the role

This role builds the infrastructure for a market creation engine for retirement credit products. Cross-functional collaboration across product, finance, legal, and operations scales origination safely and quickly.

Finance teams manage money, forecasts, and reporting. Analysts build models and explain variance. Controllers run accounting and compliance. FP&A professionals support decisions with budgets and forecasts. The work is precise, deadline driven, and tied to business results. Finance teams follow tight calendars, with monthly closes and annual planning cycles. Accuracy and auditability are expected on every deliverable.

Key facts

What you'll do

Credit managers and institutional lenders are engaged to secure reliable capital sources for the business. Asset managers, structured credit investors, banks and warehouse providers, and capital partners receive connections to fund scalable credit offerings. Investors are engaged alongside the CEO through fundraising initiatives to grow capital commitments for the platform. Insights from monitored capital market performance are translated into executable strategies for portfolio deployment. Opportunities to expand credit access identify a repeatable market machine rather than isolated transactions. Credit facilities, securitizations, and forward flows are structured, negotiated, and executed against evolving portfolio requirements. Narratives that translate product and underwriting capabilities capture the attention of institutional capital. Product, finance, legal, and operations teams streamline capital market processes through cross-functional collaboration. A durable infrastructure for ongoing market participation supports rapid growth and scalability.

Requirements

The posting states a bachelor's degree requirement. Capital markets experience with a background in banking, hedge funds, or fintech including embedded lending is required. Fundraising ability and lender relationship management at scale must satisfy high-stakes stakeholders. Communication excellence operates in high-stakes environments and financial modeling executes consistently. PowerPoint and Excel tool skill structures and presents complex information clearly. A degree requirement determines eligibility for the role.

Nice to have

Securitizations and structured finance experience is considered a strong advantage for this position. Retirement systems or fintech credit platform background provides relevant context for the market creation work.

Skills & tools

Core responsibilities rely on advanced financial modeling, relationship management, and capital market analysis.

Practical notes

The role is based in the New York Office and operates on a full-time basis. Typical interview steps

Finance interviews usually include technical questions on accounting or modeling, a case study, and behavioral rounds. Candidates may be asked to build a forecast or explain a variance. Spreadsheet skills are tested in most loops. Accuracy and clear explanations matter. Interviewers may give a real dataset and ask for a quick analysis. Showing your work and explaining assumptions matters as much as the final number.

Good to know

Capital markets roles operate at the intersection of finance, technology, and structured finance. Professionals in this field build markets and liquidity for specific asset classes using models and relationships. Standard tools support analysis, communication, and execution of complex financial structures. This type of role requires resilience, precise communication, and comfort with regulatory and institutional stakeholders.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Finance careers move from analyst to senior analyst, manager, and controller or FP&A director levels. Some people earn certifications such as CPA or CFA. Cross-functional work with operations and leadership grows with seniority. Finance careers reward precision early and business partnership later. Learning the operations of the company beyond the numbers accelerates growth.