Head of Capital Markets

Fundwell
United States
Workplace: RemoteFull timeFunction: Administration & Executive AssistanceExperience: 7+ yearsSkills: ["Leadership","Negotiation","Communication","Problem-solving"]

Senior leadership role responsible for owning the entire funding stack, from financial modeling and lender origination to facility negotiation, closing, and ongoing compliance reporting. You will work directly with the CEO on capital strategy, engage with warehouse lenders and institutional investors, and shape capital strategy and investor relations in board-level discussions within a fintech lending context.

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FursaFursa
Fundwell
Fundwell
4 months ago

Head of Capital Markets

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Senior leadership role responsible for owning the entire funding stack, from financial modeling and lender origination to facility negotiation, closing, and ongoing compliance reporting. You will work directly with the CEO on capital strategy, engage with warehouse lenders and institutional investors, and shape capital strategy and investor relations in board-level discussions within a fintech lending context.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Director level

Key Responsibilities

  • •Own the company financial model and FP&A end-to-end: origination projections, portfolio roll-forward, payment waterfall, warehouse mechanics, P&L, cash flow, budgeting, and board reporting as the single source of truth for capital raises and board discussions
  • •Build and maintain pro forma portfolio projections for each product channel (RBF, Term Loan, Card) including vintage-level performance tracking, collection curves, and chargeoff waterfalls
  • •Lead warehouse facility origination: identify target lenders, build relationships, prepare pitch materials, and manage diligence through commitment letter and closing
  • •Structure and negotiate facility terms: advance rates, interest rates, covenants, concentration limits, eligibility criteria, borrowing base mechanics, and early amortization triggers
  • •Source and close preferred equity subordination: engage family offices and institutional investors, structure terms, and manage ongoing investor communications

Key Requirements

  • •7+ years in capital markets, structured finance, or treasury at a specialty lending company, fintech lender, or credit fund - senior level track record
  • •Directly involved in closing at least one warehouse facility of $50M+ as borrower-side lead or key deal team member
  • •Deep understanding of receivables-based lending economics: factor rates, MCA/RBF mechanics, payment waterfall structures, SPV-level cash flow modeling
  • •Expert financial modeler: built warehouse facility models and pro forma portfolio projections used by lender credit committees
  • •Strong relationships with warehouse lenders, credit funds, or institutional capital providers in SMB lending or specialty finance
Experience:7+ yearsFintechCapital marketsSMB lending
Skills:LeadershipNegotiationCommunicationProblem-solving
Certifications:CFA
Tech Stack:ExcelFinancial modelingFP&A

Company Brief

Fundwell
Fundwell is a fintech platform that connects small and medium-sized businesses with fast, flexible financing (loans, lines of credit, revenue-based financing) and cash-flow tools, using AI decisioning and a network of lender partners to accelerate access to capital.
Industry: Lending
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: New York, United States
Founded: 2021
WebsiteLinkedInGlassdoor