Capital Markets Associate, Tally
$91-107k
Automated credit card debt payment
Job no longer available
Automated credit card debt payment
201-500 employees
Job no longer available
$91-107k
201-500 employees
Company mission
To fully automate people's finances to make them both less stressed and better off financially.
Role
Who you are
- 2+ years of experience in structured finance, investment banking, corporate finance, capital markets, equity research, public accounting or other analytically-intensive roles
- Proactive style with strong organizational skills and attention to detail
- Analytical mindset with financial modeling and problem solving skills
- Prior transaction experience preferred, but not required
- Excellent communication and interpersonal skills, both written and verbal
- Strong prioritization skills with the ability to manage multiple projects simultaneously
- Startup minded: high energy, self-starter that is comfortable in a fast-paced environment with minimal supervision
What the job involves
- On Tally’s Capital Markets team, you will work directly with our Senior Managers and the Head of Capital Markets on supporting key strategic decision-making and initiatives
- In this role, you’ll have the opportunity to join a lean Capital Markets group and make a meaningful impact on the direction of the company
- This is a strategic role and will be expected to interact regularly with management and external stakeholders
- Work directly with Tally’s Senior Managers and Head of Capital Markets on key strategic decisions and Capital Markets initiatives
- Assist in transaction work streams from start to finish, including structuring, due diligence, execution, and closing
- Build and maintain complex financial models for structured credit products
- Maintain and expand current knowledge of fintech, structured finance, and macroeconomic trends that may impact business and investors
- Perform data analysis, prepare marketing materials, and manage reporting needs of our current and prospective partners
- Be a trusted cross-functional partner
Our take
For the millions of people across the globe who are in debt, structuring payments and financial planning can feel like a huge mountain to climb. Tally is a credit card payment app that is helping customers get debt free by consolidating credit cards and store cards into one manageable monthly payment.
Eligible clients are offered a customized low-interest line of credit. Once accepted, debts are consolidated and paid off with the Tally line of credit at a fixed rate. This is a saving grace for many people in debt who have a variable APR on multiple different cards which can be challenging to budget for. Tally charges an annual fee that's included in the line of credit so customers are not out of pocket (another smart move to help those who are already worried about cash flow).
Having achieved over $172m in funding and deploying add-on services like automatic student loan management and credit score improvement, Tally has recently brought Twitter's Jan Chong on board to grow the engineering team with a dual focus on recruiting and retaining talent as well as scaling products and capabilities so they can bring financial automation to more people.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-8% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Oct 2022
$80m
SERIES D
Jun 2019
$50m
SERIES C
Total funding: $172m
Company benefits
- Get exposure to every facet of the business
- Education budgets
- Career development plans
- Dog-friendly office
- 401k
- Flexible vacation policy
- Weekly catered lunches
- Happy hours
- Free La Croix
- Work from home opportunities
- Health insurance
Company HQ
Mission District, San Francisco, CA
Leadership
Jason Brown
(CEO)Jason founded Gen110, focusing on consumer debt products, and Bask, a leader in remote technical support. Before launching Tally, they were an Associate at Voyager Capital, investing in early-stage media and software companies and were a Fellow at Leaders in Tech.
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