Sungage Financial · 1 week ago
Capital Markets Associate
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $150K/yr
2+ years expSungage Financial is revolutionizing the home sustainability & efficiency industry by offering consumer-friendly financing solutions. The Capital Markets Associate will contribute to strategic capital markets and corporate finance matters, preparing materials and analyses to support capital partners and transactions.
Financial Services
Hiring Manager
Meaghen Walsh
Responsibilities
You will be performing financial and other analysis and due diligence (virtual data rooms etc.) to support capital markets transactions, including creating and managing deal-specific transaction models and presentations
You will serve as a liaison with clients, lenders, law firms, rating agencies and other external constituencies in support of deal execution
You will coordinate and help manage various internal and external workstreams, in support of new deal closing and post-deal management, including reporting, monitoring and amending prior deals
You will develop strong internal relationships across the organization, collaborating with colleagues on strategic initiatives as needed
You are comfortable in a hybrid workplace
You are a self-starter who can get up to speed quickly and can effectively operate in a fast-paced, dynamic environment with moderate supervision and day-to-day management
You have strong oral and written communication skills and are able to occasionally travel for work (e.g. to a conference or investor meeting)
Qualification
Required
Minimum of 2-3 years of transactional work, ideally with a bank, sell-side or buy-side (investment management) firm
Knowledge of debt capital markets, including loans and ABS/Securitization
Advanced technical financial analysis and computer skills, including high proficiency in Microsoft Office (Excel, Word, PowerPoint) and virtual data room software
Ability to meet crisp deadlines without compromising accuracy, work product quality and top notch attention to detail
Generate updated financial models / analyses and presentations, as required by business needs and deal requirements
Strong deal/project management and tracking skills
Strong oral and written communication skills
Familiarity with SEC, equity research, and rating agency reports
Must be located in MA, CT, RI, NY, TX
Preferred
Knowledge of Google work suite is also a plus but not a strict requirement
Tableau, Jira/Atlassian/Confluence, Salesforce or other CRM experience are a plus, but not a strict requirement
Benefits
Stock options
401k with matching
Substantial paid time off
Health coverage
Health savings accounts
Commuter benefits
Company
Sungage Financial
Sungage Financial is a solar financing company that assists households in maximizing the financial benefits of adopting solar.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Gilroy
CEO
Anthony Salpietro
Partner Success Manager
Recent News
2026-01-15
Company data provided by crunchbase