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The Capital Solutions Manager will manage client portfolios, translate structured finance needs, oversee data accuracy, and leverage AI workflows.

The Software Engineer will manage customer onboarding, improve processes, oversee multiple projects, and utilize a modern tech stack.

The Software Engineer (Backend) will own product features, enhance developer experience, collaborate on initiatives, and adapt to customer feedback.

Work directly with the CEO as a strategic partner and operator: run executive cadence, drive 2–4 high-priority initiatives, manage OKRs/KPIs and internal communications, triage CEO attention, capture decisions and ensure follow-through, and temporarily lead functions as needed.

Design, build, and maintain end-to-end data pipelines and analytics models using DBT, SQL, and Python. Create dashboards, prototype data products, manage GitHub-based analytics workflows, and partner with engineering, product, and clients to deliver actionable insights for external customers.

Perform high-volume cash reconciliations in NetSuite, research and resolve reconciling items (wires, calls, distributions, fees), prepare and post journal entries with supporting documentation, and support month-end close, audit, and tax requests as capacity allows.

Lead pre-close and post-close operations for asset-backed facilities, manage custody and funding processes, coordinate lender submissions, monitor portfolio collateral and data integrity, partner cross-functionally, drive process improvements and automation using technology and AI tools.

Lead Setpoint's legal function for capital markets technology: advise executives, structure and negotiate complex capital markets, structured finance, and SaaS agreements, support Capital Solutions, build scalable legal processes, and monitor regulatory and industry developments.

The Capital Solutions Manager will drive tech solutions for lenders and borrowers, manage onboarding processes, and ensure the accuracy of the Capital OS application.

The Investment Analyst will analyze investment opportunities, prepare materials for stakeholders, assess performance of investments, and support asset allocation decisions.