Upgrade, Inc.

Capital Markets Analyst

Upgrade, Inc.

Overview

Analyst role supporting Capital Markets team in managing funding capital from institutional investors.

Ideal candidate has 1-3 years of capital markets experience and proficiency in data analysis tools.

100k usd / yearhybridmidEnglishExcelSQLPythonTableau

Locations

  • United States, New York, New York City
  • United States, California, San Francisco

Requirements

  • 1-3 years of relevant experience
  • Proficiency in Excel, SQL, Python, Tableau
  • Strong client service skills

Responsibilities

  • Manage deal execution process
  • Liaison with internal and external parties
  • Provide analysis on collateral performance
  • Ensure timely reporting deliverables
  • Support onboarding new institutional investors
  • Identify opportunities to optimize transaction structures

Benefits

  • Direct mentorship
  • Competitive salary
  • 100% paid medical, dental, vision insurance
  • Flexible PTO
  • Professional growth opportunities
  • Paid parental leave
  • Health & wellness initiatives