Brex

Capital Markets Associate

Brex San Francisco, CA

Brex

Capital Markets Associate

Brex San Francisco, CA

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Finance at Brex

The Finance team leads financial planning and analysis as well as corporate development, which includes board communications, investor relations, fundraising, and M&A. We strive to be agents of change rather than a reporting function. We’re integrated and partner closely with teams across Brex to evaluate key questions, solve problems, and drive results. Through our corporate development efforts, we are also deeply involved in long-term planning and major strategic decisions for the company.

What You’ll Do

The Capital Markets and Treasury team at Brex is responsible for securing and managing the capital and the financial partnerships necessary to enable the company’s growth. The team manages Brex’s liquidity needs and works closely with external lenders and investors to execute the company’s funding strategy via credit facilities, securitizations, loan sales, and other secured and unsecured debt solutions. As an Associate on the Capital Markets team, you will take an active role in supporting Brex’s financing and capital markets activities and strategy. You will also support Brex’s treasury and liquidity operations. You will have the opportunity to directly impact Brex’s growth by closing, operationalizing, and managing debt facilities and securitizations. You will contribute to supporting Brex’s liquidity position across all products. Additionally, you will help with building relationships with lenders and investors. You will also partner internally with Credit, Product, Engineering, Legal, Compliance, and Risk on various strategic initiatives and projects.

Responsibilities

  • Play a leading role in managing and operationalizing existing facilities and in supporting our funding strategy via credit facilities, securitizations, loan sales, and other secured and unsecured debt solutions
  • Lead facility management efforts, including daily and monthly reporting as well as debt draws and repayments
  • Contribute to the execution of securitization transactions, warehouses, and other lending contracts
  • Build relationships and act as a liaison with external transaction parties such as auditors, banking partners, lenders, investors, rating agencies, and other capital markets participants
  • Prepare investor presentations and other materials for conferences, deal roadshows, rating agency meetings, and diligence meetings
  • Perform data analysis and performance reports for internal and external stakeholders
  • Contribute to Brex’s treasury strategy and liquidity position
  • Work with cross-functional partners on credit workstreams, strategic initiatives, and other projects
  • Perform ad hoc projects and analyses as required

Requirements

  • Bachelor’s Degree in Economics, Finance, Business, STEM or a related field
  • 3+ years of capital markets experience at a Fintech or in structured finance investment banking
  • Experience executing and operationalizing capital markets financing strategies
  • Experience with financing structures such as securitization and warehouses
  • Hands-on experience with securitization issuance and warehouse facilities
  • Understanding of basic principles of credit risk and policy governance
  • Excellent work ethic, self-starter attitude, and willingness to contribute beyond the prescribed role to achieve the company objectives
  • Experience with financial modeling and analyzing large data sets such as loan tapes
  • Exceptional communication and interpersonal skills with proven success in partnering and collaborating across various functions and with external counterparts
  • Excellent organizational skills and attention to detail; ability to manage multiple projects and prioritize effectively
  • Strong verbal and written communication, quantitative, and analytical skills
  • High level of Excel proficiency
  • Comfortable interacting with internal and external senior-level executives
  • Must be willing to work in office 2 days per week on Wednesday and Thursday

Bonus points

  • Treasury management experience
  • Proficiency in SQL or VBA
  • Familiarity with Looker databases

Compensation

The expected salary range for this role is $117,520 - $146,900. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Financial Services

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