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Basic Capital

Leverage-based retirement investment platform

Head of Capital Markets

Investment BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$180k - $200k /yrIn-person

About the Job

Requirements

  • Proven experience in capital markets, with a background in banking, hedge funds, or fintech including embedded lending.
  • Demonstrated ability in fundraising and managing relationships with lenders.
  • Excellence in communication skills with high-stakes relationships.
  • Excellence in financial modeling and skill in using tools like PowerPoint and Excel.

Responsibilities

  • Build and maintain relationships with credit managers and institutional lenders.
  • Develop deep relationships with asset managers, structured credit investors, banks and warehouse providers, and capital partners.
  • Lead fundraising initiatives alongside the CEO, including engaging investors.
  • Monitor capital market performance and execute against observed insights.
  • Identify market opportunities to scale credit offerings.
  • Collaborate with teams to streamline capital market operations.
  • Structure, negotiate, and execute credit facilities, securitizations, and forward flows as relevant.
  • Translate the product and underwriting into a story institutional capital can’t ignore.
  • Work cross-functionally with product, finance, legal, and operations to scale origination safely and quickly.
  • Create a repeatable machine for a new market rather than one-off deals.

About the Company

Basic Capital

Leverage-based retirement investment platform

Basic Capital provides retirement financing for 401(k) and IRA plans by pairing user contributions with supplemental capital to create a levered investment base that is invested in diversified ETFs and bonds. For every $1 a user contributes, the company adds $4, resulting in a 5x base; it handles IRA and LLC setup, financing, and portfolio management without credit checks and includes protections to reduce margin-risk exposure. The platform serves both employers (via a 401(k) platform for recruitment and retention) and individual savers (via IRA plans), differentiating itself with structured leverage and integrated administration. Its goal is to democratize access to wealth-building tools and expand retirement savings through leveraged investing while mitigating common margin risks.

Company size
11-50
Company stage
Series A
Total funding
$25M
Headquarters
New York City, New York
Founded
2021

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