The Role
The Capital Markets Manager manages investor relationships, analyzes asset-backed transactions, and collaborates cross-functionally to improve loan performance and reporting.
Summary Generated by Built In
COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries.
COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.
COMPANY MISSION: We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright’s capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future.
JOB SUMMARY: The Capital Markets Manager is responsible for the fulfillment of all investor requirements pertaining to Asset Backed Securities, Loan Sales/Forward Flow agreements, and other investors. This position works cross-functionally on key initiatives with teams such as Risk, Legal, Accounting, Sales, Business Intelligence, and Product.
DUTIES AND RESPONSIBILITIES:
- Primary point of contact for loan owners for performance-related inquiries.
- Develop and continue to refine automated analysis of metrics to identify trends and opportunities unique to each counterparty; monitor and track all historical loan owner metrics in a centralized database or dashboard.
- Generate, review, and deliver monthly servicer reports to stakeholders in a timely manner. Ensure accuracy of all reporting and investor data while continuously working towards process improvement.
- Build out and manage a suite of financial models related to existing transaction performance, asset pricing, loan performance, and other key metrics.
- Discuss and strategize on potential servicing terms and amendments
- Create and maintain databases/lists including investor lists, transaction comparables, and data/performance.
- Manage day-to-day communication and due diligence requests from capital partners.
- Analyze and report on the performance of asset-backed transactions; propose customized remediation measures for managed portfolios to improve performance based on trend analysis.
- Maintain surveillance of the performance of ABS trusts and off-balance sheet portfolios and compile a dashboard with monthly trends.
- Collaborate with Servicing (and loan owners, where applicable) to review and recommend targeted action to improve performance.
- Assist members of the Capital Markets team with live transactions, including asset-backed securitizations, warehouse partnerships, and forward flow loan sales.
- Assist with the prospecting and development of various lending partnerships, including ABS warehouse facilities and forward flow programs
- Review deal Credit and Security Agreements and Term Sheets in conjunction with legal teams.
- Perform other duties as assigned.
QUALIFICATIONS:
- Associate’s Degree or equivalent coursework in related field required; Bachelor’s Degree preferred
- Minimum of 4 years in finance, debt capital markets, ABS issuer, rating agency or related quantitative field fields required; 5 years of experience strongly preferred
- Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners
- Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
- Skills in SQL, Python, and Visual Basic preferred
- Prior experience in consumer lending preferred
- Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational skills and attention to detail
- Outstanding problem-solving and time management skills
- Self-motivated, self-directed, and results-oriented
- Adaptable and able to multitask in a fast-paced environment
- Can work independently and within a team; solution-oriented with a collaborative approach
The pay range for this position is below. The specific rate will depend on the successful candidate’s qualifications and prior experience. $90,000 (entry level qualifications) to $120,000 (highly experienced).
POSITION REQUIREMENTS: We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to:
• Remain in a stationary position
• Use hands and fingers
• Utilize a computer monitor with visual acuity
• Operate technology or other office machinery such as printers, scanners, etc.
• Communicate clearly verbally and/or in writing with others
ADDITIONAL DUTIES: For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description.
PERKS/BENEFITS:
• Comprehensive health, dental, and vision plans
• 4 weeks PTO
• 401k + company match
• Metro SmartTrip benefits ($50/mo)
• Remote or hybrid work schedules for most positions
• Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
• Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!
• Best Workplaces for Commuters 2023 & 2024 winner
• The Washington Post Top Workplaces 2023, 2024, and 2025 winner
• American Banker Best Banks to Work For 2023 winner
It is the policy of Forbright Bank to provide equal employment opportunities to all qualified individuals and to administer all aspects and conditions of pre-employment and employment without regard to protected characteristics.
Employment with Forbright Bank is at-will, which means that either you or the Company may terminate the relationship at any time.
By applying, you acknowledge that you have reviewed our CCPA Privacy Notice.
Top Skills
MS Office
Python
SQL
Visual Basic
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The Company
What We Do
Forbright Bank (www.forbrightbank.com) is a full-service bank, commercial lender, and asset manager committed to accelerating the transition to a sustainable, clean energy economy. As the need to build a more sustainable, low-carbon economic system grows increasingly urgent, we are dedicating half of our assets to financing the companies, investors, and innovators driving that change. We also will empower our depositors to directly fund clean energy and sustainability-oriented loans through a variety of decarbonization linked deposit products, allowing them to play a critical role in furthering the energy transition.
Member FDIC | Equal Housing Lender | NMLS #652644
