Description The AVP, Capital Markets position will support capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and manage the control processes and investor relations. The ideal candidate is an experienced senior investment banking or consulting VP / associate who currently supports existing capital markets functions. The role will work closely with the Executive Team and the Company’s capital partners. Essential Functions include the following: · Drive firm-wide liquidity strategy by partnering with capital markets and external funding sources · Manage all operations and reporting related to the firm’s external equity funds · Optimize funding mix through proprietary models in core treasury systems, ensuring maximum return while preserving ample liquidity · Lead stress-testing and scenario analysis to quantify liquidity risk from market moves and business events · Own end-to-end cash-flow forecasting (daily, weekly, monthly, quarterly, long-range) in close collaboration with FP& A and line-of-business leaders · Continuously refine forecasting models to sharpen accuracy and guide capital allocation decisions · Oversee loan-funding reconciliations and cash postings to support timely fund availability and minimize operational risk · Act as an escalation point for capital-related issues, ensuring rapid resolution and continuous improvement · Prioritize initiatives by ROI and strategic fit, ensuring the team’s efforts accelerate long-term value creation · Learn the firm’s business model to identify and pilot new revenue- or efficiency-enhancing treasury products · Partner with technology, finance, legal and business teams to implement scalable treasury solutions and system enhancements · Lead ad-hoc projects—whether modeling new product suites, evaluating growth verticals or responding to senior-management requests Requirements Professional Experience/Qualifications: • 6+ years of progressive experience in investment banking, management consulting, corporate finance, or capital markets within a complex financial services or fintech environment • Bachelor’s degree in Finance, Economics, Accounting, or a related field required; MBA or CFA optional • Demonstrated expertise in cash flow forecasting, liquidity risk management, and capital optimization • Strong command of treasury systems and tools; experience with data automation, APIs, and enterprise platforms a plus • Proven track record of leading cross-functional initiatives with measurable impact • Exceptional analytical and problem-solving skills; comfort navigating ambiguity and making decisions with imperfect information • High level of executive presence and communication skills; ability to influence senior stakeholders and translate financial insights into strategic actions • Experience working in a high-growth or dynamic environment with tight deadlines / shifting priorities • Expertise in Microsoft Office suite with exceptional skills in Excel and PowerPoint Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .