Manager, Strategic Investment Group

Capital One
Bethesda, Maryland
Aug 13, 2022
Sep 12, 2022
Full Time
Bethesda Metro Center (17049), United States of America, Bethesda, Maryland

Manager, Strategic Investment Group

The Strategic Investments Group (SIG) is a diverse, performance-driven and highly collaborative team whose mission is to connect different business lines in the Commercial Bank with institutional capital to create partnerships that expand our capabilities and make Capital One more relevant to customers. SIG creates innovative new products and structures that are unique and often on the leading edge of the Commercial Banking industry. Since 2016, the SIG team has created numerous partnerships and risk transfer programs (ULTra, Titan, FOLO, credit insurance, equity) that have supported over $7.0B in Capital One assets, while also supporting select Commercial Initiatives such as strategic asset sales and equity investments.

Summary :

This role supports transactions with institutional investors as SIG sources outside capital to create new programs for the Commercial Bank. This role supports the creation of the internal business case and structuring of the transaction before going to market to partner with institutional investors. Once the institutional investor is identified, this role works with all internal and external stakeholders in the final design, implementation and approval of a new program. This is an exciting opportunity for an experienced banking professional to bring their unique set of skills and relationships to a dynamic and growing team.

Responsibilities :

Investor Relations
  • Participate in discussions with LOB leaders, heads of underwriting and credit officers to identify product needs and potential investors
  • Prepare presentation and diligence materials for potential external investors to source capital
  • Help conduct diligence of external investors
  • Track investor trends and market developments

Program Structuring
  • Leverage existing experience and network to drive select development workstreams and liaise with relevant technical experts with oversight and coordination from senior SIG Developers
  • Assist in the structuring of the end-to-end program across all disciplines such as tax, legal, regulatory, credit, accounting, operations, and capital allocation
  • Lead the data gathering and resolution of investor due-diligence requests
  • Prepare high-visibility presentations and models relating to new programs with guidance from senior SIG Developers
  • Support the structuring and negotiation of legal agreements with institutional investors with senior SIG Developers and SIG Legal Team
  • Build the launch and operation plan for new programs and drive operational aspects of legal documentation

Project Management & Implementation
  • Develop and own comprehensive project plans for end-to-end program build
  • Support rollout of new strategic programs with deal team training, prospect prequalification requirements, sponsor/customer marketing materials, and operational procedure design
  • Support the execution and operational management of the initial transactions for new programs before handing off ongoing execution/management to SIG Program Management team for full operation

Basic Qualifications :
  • Bachelor's Degree or Military Experience

Preferred Qualifications :
  • Strong understanding of the commercial debt markets across multiple asset classes
  • Experience underwriting commercial corporate or real estate loans, or experience in management consulting
  • Highly organized and detail-oriented, with the ability to keep multiple projects and client engagements active at once
  • Proficient in creating compelling presentations
  • Adept in navigating across a large organization, working collaboratively with cross-functional teams, maintaining transaction-level momentum, and holding team members accountable
  • Comfortable with ambiguity and ability to readily adapt to changing workstreams
  • Exceptional interpersonal skills with the ability to build relationships and influence decision makers
  • Able to distill and communicate complex information clearly and concisely for both senior and junior audiences

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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