EXL Service

Capital Markets Strategy Manager

EXL Service$130K — $155K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Capital Markets, Structured Finance, Treasury, Investment Banking, or Asset-Backed Finance.
  • Experience with warehouse facilities, whole-loan sales, and securitizations.
  • Strong grasp of transaction economics, covenants, and deal documentation.
  • Proficient in analytical tasks and Excel; excellent stakeholder management skills.
  • Background in consumer lending, fintech, or specialty finance is a plus.

Responsibilities

  • Compare investor term sheets for pricing and structural terms.
  • Support structuring and negotiation of transaction agreements.
  • Coordinate transaction closing and legal documentation.
  • Perform reconciliations for accuracy in asset data and transfers.
  • Monitor performance metrics like delinquency and covenant triggers.
  • Build and maintain transaction trackers and compliance dashboards.
  • Coordinate cash movements and funding flows with Treasury.

Benefits

  • Collaborative work environment across multiple key finance departments.
  • Opportunity to engage with external investors and drive execution processes.
  • Robust support in structuring complex financing transactions.
  • Dynamic role with exposure to various financial instruments and markets.
  • Chance to enhance operational controls in financing operations.
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.

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.


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

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