EXL Service

Capital Markets Strategy Manager

EXL Service$135K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Capital Markets, Structured Finance, Treasury, Investment Banking, or Asset-Backed Finance.
  • Familiarity with warehouse facilities, whole-loan sales, forward-flow arrangements, securitizations, or similar financing structures.
  • Deep understanding of transaction economics, covenants, funding mechanics, and deal documentation.
  • Proficient in analytical techniques, Excel, and stakeholder management.
  • Experience in consumer lending, fintech, or specialty finance is preferred.

Responsibilities

  • Compare investor term sheets to evaluate pricing and structural terms.
  • Assist in structuring and negotiating agreements related to purchases and servicers.
  • Coordinate closing activities, ensuring legal readiness and funding adequacy.
  • Conduct reconciliations for accurate asset data and financial transfers.
  • Monitor facility performance metrics and compliance with covenants.
  • Develop and maintain compliance dashboards and transaction trackers.
  • Manage cash movements and funding flows in collaboration with Treasury.

Benefits

  • Opportunities for professional development and growth.
  • Collaborative work environment across multiple departments.
  • Involvement in high-visibility financing transactions.
Full Job Description
JOB DESCRIPTION

We are seeking a Capital Markets professional to support the structuring, execution, and ongoing management of financing transactions. The role will work across Capital Markets, Legal, Treasury, Finance, Risk, Servicing, and external investors to drive faster execution while maintaining strong structural and operational controls.


JOB RESPONSIBILITIES
  • Compare investor term sheets across pricing, triggers, covenants, representations & warranties, and other structural terms.
  • Support structuring and negotiation of Purchase, Servicing, and other transaction agreements.
  • Coordinate transaction closing, including conditions precedent, legal documentation, and funding readiness.
  • Perform first-funding reconciliations to ensure asset data, settlement amounts, and wire transfers are accurate.
  • Monitor facility performance across delinquency, WAC, losses, concentration limits, and covenant triggers.
  • Build and maintain facility compliance dashboards and transaction trackers.
  • Coordinate deal-level cash movements, reserve accounts, and funding flows with Treasury.
  • Partner with Legal, Finance, Risk, Servicing, Operations, and investors to resolve execution issues and manage post-closing obligations.

JOB QUALIFICATIONS
  • 5+ years of experience in Capital Markets, Structured Finance, Treasury, Investment Banking, or Asset-Backed Finance.
  • Experience with warehouse facilities, whole-loan sales, forward-flow arrangements, securitizations, or similar financing structures.
  • Strong understanding of transaction economics, covenants, funding mechanics, and deal documentation.
  • Strong analytical, Excel, and stakeholder-management skills.
  • Experience in consumer lending, fintech, or specialty finance preferred.

About EXL Service

EXL Service is a leading operations management and analytics company that helps businesses enhance growth and profitability. The company provides services in areas such as finance and accounting, customer service, and healthcare. EXL Service was founded in 1999 and is headquartered in New York, New York.
Learn more about EXL Service
Size
31,000 employees
Industry

Similar Jobs

More Jobs at EXL Service

More Finance & Insurance Jobs

Find similar Capital Markets Strategy Manager jobs: