Head of Capital Markets at Tally
San Francisco, CA, US / New York City, NY, US

Tally makes people less stressed and better off financially.  Currently at Series C with $92MM in funding, we are a team that is democratizing financial services to put billions of dollars back in people’s pockets. Tally built the first fully automated debt manager to help people overcome credit card debt and provides a completely free automated savings service, Tally Save. Tally’s vision is to automate people’s entire financial lives so they can worry about money less and do what they love more.

On Tally’s team, you will report directly to our CEO and work closely with the Finance and Credit teams  on our capital and funding strategy. You will be responsible for relationship building, strategic initiatives, business planning, capital markets and liquidity planning, and investor reporting. As the business approaches a new stage of growth, this role will have direct exposure to our funding partners, and play a key role in helping us build, scale, and manage our capital markets strategy and long-term path.

Role impact:

    • Help our CEO drive the future of Tally by building relationships with new funding partners, establishing diversified capital markets structures, and ensuring Tally’s long-term success through thoughtful and innovative liquidity strategies 
    • Play an integral role with our Finance, Credit, Growth, and Product teams on overall business and financial planning and analysis
    • Work directly with external legal, accounting, and rating agency counterparties on deal structuring and investment analysis
    • Represent the business to Tally’s current and prospective investors
    • Drive end-to-end capital markets transactions, relationship development, and deal management
    • Build and scale a capital markets team to support investor reporting and daily liquidity management 

In this role we value:

    • At least 5 years of experience in capital markets, with direct experience in consumer asset backed securities at an investment bank, asset manager, rating agency, or issuer 
    • Strong industry knowledge of deal structures, the ABS market, risk assessment and relevant trends
    • Understanding of critical legal and accounting topics within ABS 
    • Exceptional communication skills to present analysis and work product to the CEO, executive team, and with our investors, including building new relationships

 

A message from our leadership:

"One of our core values at Tally is 'Change shoes often.' We do this with our peers and our customers every day, and we want candidates to share in our commitment to empathy.  Empathy really is the foundation of inclusion, and Tally prides itself in being a company that prioritizes inclusion and diversity. We’re dedicated to creating a workplace culture where people are included and treated equitably."

 Jason Brown, Cofounder and CEO