Rocket Loans ยท 3 weeks ago
Capital Markets Associate
Detroit, MI
Full-time
Onsite
Mid Level
3+ years expRocket Loans is a company focused on creating a simple and fast personal loan process. The Capital Markets Associate will support the head of capital markets, acting as the main point of contact for capital partners, preparing reports, scheduling meetings, and maintaining strong relationships with stakeholders.
Consumer LendingFinanceFinancial ServicesLending
Responsibilities
Build and manage strong relationships with current partners
Serve as the main point of contact between capital partners and the business and provide transparent, reliable, and consistent communication
Keep stakeholders up to date regarding portfolio activity and reporting
Create and distribute financial reports and underwriting memos
Lead planning and preparation for annual meetings and capital partner conferences
Brand management (IR boxes, holiday gifts, etc.)
Process and distribute a high volume of internal and external mail, email, and voicemail
Organize and record financial transactions and data
Organize, schedule, and prioritize meeting requests by working proactively to mitigate scheduling conflicts
Conduct research, compile data, and prepare drafts of team meeting proposals, presentations and emails for presentation by executive leaders
Make decisions on matters of significance on behalf of the leader
Review inquires directed to their executive leader and determine the proper course of action to complete the request or complete the request on behalf of their leader
Qualification
Required
3 years of experience in investing or supporting investing operations
1 year of experience creating financial reports
Advanced knowledge of the business area
Some experience managing initiatives
Proficiency in the Microsoft Office suite
Preferred
5 years of experience in investing or supporting investing operations
Bachelor's degree in finance, business or equivalent experience or a willingness to learn and take CFA Level 1 exam
Understanding of project/program development and implementation
Understanding of the strategic goal of the business area in relation to the overall organization
Benefits
Perks and health benefits
Company
Rocket Loans
Rocket Loans is an online finance company offering low rate personal loans and robust, high-quality underwriting on every loan. It is a sub-organization of Rocket Companies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mo Gong
CEO
Company data provided by crunchbase