Capital Structure

Capital Structure Finance Jobs

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30d ago

Chief Financial Officer

INvestEd Carmel, IN

Carmel, IN

30d ago Closed

$200k+/yr Full time Accounting Capital Structure CFO

This position is no longer accepting applications (closed Sep 26, 2026).

Job Description

INvestEd is seeking an enterprise finance leader to guide financial strategy, stewardship, and long-term sustainability. In this onsite/hybrid role in Carmel, IN, you will partner closely with the President & CEO, COO, the board, and senior management to turn complex financial and portfolio information into clear, decision-ready guidance that supports mission impact alongside disciplined fiscal management.

Responsibilities

Develop and execute a long-term financial strategy aligned with INvestEd’s mission, strategic priorities, operating model, and growth objectives.
Advise executive leadership and the board on financial sustainability, capital structure, resource allocation, pricing, investment priorities, and enterprise risk.
Lead scenario planning and financial modeling for strategic initiatives, partnerships, new loan products, mission programs, and potential acquisitions or asset transactions.
Convert financial and market data into concise recommendations for executive and board consideration.
Ensure financial implications are embedded in organizational planning, performance management, and major decisions through cross-executive collaboration.
Anticipate the impact of changing economic and capital-market conditions, including interest rates, credit cycles, and funding markets, on the balance sheet, loan portfolio, and long-term plan.
Oversee accounting, financial reporting, budgeting, forecasting, cash management, and financial administration activities.
Manage the annual operating and capital budget process, maintain rolling forecasts, and sustain multi-year financial planning.
Ensure timely, accurate, and decision-useful financial reporting in line with applicable accounting standards and organizational policies.
Maintain strong internal controls, including segregation of duties, financial policies, approval authorities, and documentation that safeguards assets and supports accountability.
Oversee the annual independent audit, tax filings, and regulatory filings, coordinating with external auditors, advisors, and service providers.
Drive continuous improvement and appropriate automation across finance processes, systems, data architecture, and reporting tools.
Provide financial leadership for private education loan and refinancing portfolios, including profitability, credit performance, pricing, funding, liquidity, and long-term sustainability.
Monitor originations, approvals, disbursements, delinquencies, defaults, prepayments, recoveries, servicing costs, net interest margin, and portfolio concentration against approved risk parameters.
Oversee allowance and reserve methodologies, portfolio stress testing, vintage and cohort analysis, and reporting related to expected credit losses and capital adequacy.
Evaluate the economics and financial risks of new products, underwriting changes, servicing arrangements, capital sources, and strategic lending partnerships.
Collaborate with operations, compliance, legal, marketing, and external service providers to support responsible lending practices and accurate financial execution across the loan lifecycle.
Lead treasury strategy, cash forecasting, liquidity management, reserve policy, investment oversight, and prudent deployment of organizational assets.
Manage relationships with banks, trustees, investment managers, rating agencies, lenders, capital providers, and other financial counterparties.
Assess and manage interest-rate, liquidity, counterparty, market, and funding risks, including changing conditions in the capital markets.
Support debt issuance, refinancing, credit facilities, securitization or structured funding activity, and other capital transactions as appropriate to INvestEd’s strategy.
Ensure compliance with board-approved investment policies, debt covenants, reserve requirements, and restrictions governing designated or restricted funds.
Serve as the primary finance liaison to the board and relevant committees, providing transparent reporting, forecasts, risk analysis, and recommendations.
Prepare and present financial materials that help directors understand financial performance, portfolio trends, liquidity, investments, risk exposures, and strategic tradeoffs.
Partner with the COO and other leaders to maintain an integrated enterprise risk framework covering financial, credit, operational, regulatory, cybersecurity, vendor, and reputational risk.
Ensure compliance with applicable nonprofit, lending, tax, accounting, financial reporting, and regulatory requirements.
Maintain effective relationships with auditors, regulators, counsel, consultants, other advisors, and ensure timely remediation of identified findings or control gaps.
Build, lead, mentor, and retain a high-performing finance organization focused on technical excellence, accountability, responsiveness, and service to internal partners.
Establish clear roles, performance expectations, succession plans, and professional development priorities across accounting, financial planning, treasury, portfolio finance, and related functions.
Promote a culture of integrity, constructive challenge, disciplined analysis, and continuous improvement.
Represent INvestEd with financial institutions, capital providers, investment partners, auditors, regulators, public officials, education partners, and other external stakeholders as requested.
Support strategic relationships that strengthen INvestEd’s financial capacity, mission reach, market credibility, and long-term sustainability.
Communicate INvestEd’s financial model, stewardship practices, and mission impact with clarity and credibility to sophisticated financial and public-sector audiences, serving as a trusted ambassador for prudent financial management, transparency, and responsible lending.

Requirements

At least 10 years of progressively responsible financial leadership experience, including significant experience in a senior finance role with enterprise-wide responsibility.
Proven success leading financial strategy, accounting, planning and analysis, treasury, investments, audit, controls, and board reporting in a complex organization.
Experience in lending, banking, consumer finance, public finance, nonprofit finance, asset management, insurance, or another regulated financial environment; education finance or student lending experience is preferred but not required.
Strong understanding of student loan portfolio economics, credit performance, reserves, liquidity, capital deployment, interest-rate risk, and financial modeling.
Demonstrated ability to develop and manage annual budgets, rolling forecasts, multi-year plans, scenario analyses, and executive performance dashboards.
Deep knowledge of generally accepted accounting principles, audit practices, internal controls, tax and regulatory reporting, and governance expectations applicable to nonprofit or public-benefit organizations.
Experience presenting complex financial information to boards and committees in a concise, transparent, decision-oriented manner.
Track record of building and developing high-performing teams and improving finance systems, processes, controls, and analytical capabilities.
Ability to establish credibility with external financial institutions, auditors, regulators, investment managers, capital providers, and public sector stakeholders.
Fluency with modern financial systems, business intelligence and reporting platforms, and emerging analytical tools, with a track record of using technology to strengthen forecasting, reporting, and decision support.
Exceptional integrity and judgment, with the courage to surface risk, challenge assumptions, and protect the organization’s long-term interests.
Collaborative leadership style characterized by humility, responsiveness, accountability, and an ability to influence across functions.
Commitment to INvestEd’s mission of helping Hoosiers pursue education beyond high school with the least possible debt.

Compensation & Location

Salary: From $200,000.00 per year

Location: Hybrid remote in Carmel, IN 46082 (onsite)

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

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6mo ago

Investment Banking - Investment Grade Finance - Analyst

JPMorganChase New York, NY

New York, NY

6mo ago Closed

$110k - $135k/yr Full time Analyst Banking Bond Issuance

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Overview

Join the Investment Grade Finance (IGF) group as an Analyst and operate as an embedded member of a collaborative team with a flat structure that enables direct client interaction alongside Managing Directors, Executive Directors, and Vice Presidents. The IGF team is charged with originating, structuring, and executing syndicated bank facilities, bond issuances, and liability-management transactions. J.P. Morgan is a leader in Investment Grade Finance, delivering strategic guidance and execution across industries and regions.

Key Responsibilities

Monitor global rate and credit market movements and assess their impact on clients’ debt portfolios and funding strategies.
Analyze market data, investment-grade deal flow, and thematic events to provide insights to internal teams and external clients.
Prepare client pitches addressing capital needs and financing options.
Participate in the structuring and marketing of bond and loan issuances, as well as loan amendments and liability-management activities.
Coordinate with investment banking coverage and interest-rate/FX risk management to deliver comprehensive corporate-finance and capital-structure solutions.
Develop industry-specific knowledge of the client base and stay aware of key decision makers (e.g., CFOs, Treasurers, Capital Markets Directors).
Maintain direct dialogue with client coverage officers, debt and equity partners, and banking syndicate teams.

Required Qualifications

Minimum of 1 year experience in investment banking or equivalent, including experience at a Big 4 firm (e.g., Ernst & Young, PwC) in Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services.
Strong accounting, finance, quantitative, and business-writing skills.
Familiarity with the banking regulatory landscape and current industry trends.
Bachelor’s degree in Accounting, Economics, Finance, or a related field.
Exceptional communication abilities to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Ability to thrive in a high-pressure environment with excellent organizational skills and the capacity to multi-task across multiple deliverables.

Preferred Qualifications

Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Chartered Accountant (CA) designations are advantageous.

Location

383 Madison Ave, New York, NY 10179

Compensation and Benefits

A competitive total rewards package is offered, with base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual performance. A comprehensive benefits program is available based on eligibility, including health-care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

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Capital Structure Finance Jobs

Chief Financial Officer

Investment Banking - Investment Grade Finance - Analyst

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