Soar · 4 weeks ago
Market intelligence &Treasury Planning Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expSoar is a global fintech startup specializing in financing and investment. The role involves managing the analytical and strategic functions of the Treasury by integrating market intelligence with internal funding and liquidity planning, providing actionable insights, forecasts, and recommendations to strengthen funding strategy and liquidity optimization.
Responsibilities
Market Intelligence & External Analysis
Monitor developments in local and global financial markets, including interest rate trends, yield curves, and central bank policy shifts
Track mortgage market dynamics, including housing finance trends, primary and secondary mortgage rates, and relevant indexes
Analyze NDMC issuances, Sukuk market activity, and competitor funding transactions to identify pricing benchmarks and investor appetite
Analyze relationships with banks, arrangers, and market participants to gather early intelligence on market sentiment and funding windows
Prepare weekly and monthly Market Intelligence Reports summarizing key market movements, opportunities, and risks
Develop and maintain funding and liquidity forecasts across short, medium, and long-term horizons
Support decision-making for new funding instruments (Sukuk, RMBS, credit lines, deposits) through scenario analysis and cost optimization
Model funding mix scenarios, stress tests, and balance sheet projections aligned with business growth and regulatory requirements
Contribute to ALCO and ExCom reporting by presenting data-backed insights and funding recommendations
Design dashboards and financial models using Excel / Power BI to monitor liquidity positions, funding costs, and market benchmarks
Perform cost-of-funding and profitability analytics across instruments and maturities
Prepare concise and insightful presentations for Treasury, CEO, and Board Committees
Maintain structured internal databases for historical market rates, funding transactions, and investor feedback
Work closely with Finance, Securitization, Treasury Operations, and Risk teams to ensure data consistency and accurate forecasts
Provide analytical support for Sukuk or RMBS issuance processes, including investor presentations and market updates
Liaise with Investor Relations to align market messaging and pricing expectations
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or Financial Engineering
8-14 years of experience in Treasury, Financial Markets, or Corporate Finance — ideally within banks, fintechs, or real estate finance companies
Strong knowledge of mortgage market analysis, rate-setting mechanisms, and housing finance benchmarks
Proven experience in market research, financial modeling, and funding analytics
Solid understanding of Islamic finance instruments (Sukuk, RMBS, structured funding)
Familiarity with Bloomberg, Refinitiv, and regulatory frameworks (SAMA, NDMC, CMA)
Advanced Excel and Power BI skills for modeling and dashboards
Proficiency in financial data terminals (Bloomberg, Refinitiv)
Strong quantitative and analytical thinking
Deep understanding of mortgage market dynamics, including mortgage rate structures, housing finance trends, and relevant indexes (e.g., SAIBOR-linked mortgage benchmarks)
Excellent presentation and written communication skills in English (Arabic a plus)
Preferred
Master's degree in Applied Finance, Financial Economics, or Investment Management is preferred
Professional certifications are a plus: CFA, FRM, or ACI / CTP
Company
Soar
We are a global fintech company dedicated to improve and simplify people's lives through innovative solutions by delivering exceptional value through products and services, and building long-lasting relationships.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase