Capital Markets Associate bei Bevel Financial

Position Summary:

The Capital Markets Associate will serve as a key liaison between Bevel Financial and our network of institutional lenders and financial partners. This role is responsible for sourcing, onboarding, and managing lender relationships to ensure optimal placement of commercial financing opportunities across our Equipment Finance Services (EFS) and Armada Fleet Management platforms. The successful candidate will drive deal flow, negotiate financing terms, and maintain portfolio-level relationships that support Bevel’s growth across equipment finance, asset-backed lending, and commercial financing verticals.

Essential Duties and Responsibilities

• Source, onboard, and manage relationships with institutional lenders, banks, credit funds, and alternative financing partners to expand Bevel’s capital markets network.
• Structure and place commercial financing opportunities from Bevel’s client base, including equipment finance transactions ranging from $10K to $50M+, sale-leaseback structures, and asset-backed facilities.
• Negotiate pricing, terms, and covenants with lenders to secure optimal financing structures for clients while maintaining strong lender partnership dynamics.
• Manage deal pipeline and coordinate transaction flow from origination through closing, ensuring timely execution and documentation across multiple lending partners.
• Serve as primary point of contact for lender partners, providing portfolio updates, performance reporting, and market intelligence to maintain active lending relationships.
• Maintain lender credit boxes, program guidelines, and appetite parameters to efficiently match client opportunities with appropriate capital sources.
• Coordinate with internal operations team on post-close servicing requirements, compliance reporting, and ongoing lender relationship management.
• Represent Bevel Financial at industry conferences including ELFA, NEFA, and other equipment finance events to expand lender network and market presence.
• Develop and maintain market intelligence on competitive financing terms, industry trends, and capital market conditions affecting commercial equipment finance.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor’s degree in finance, economics, business administration, or related field.
• 3-7 years’; experience in equipment finance, commercial lending, credit analysis, or capital markets with direct lender interaction.
• Demonstrated success in building and managing institutional lender relationships or sourcing commercial financing.
• Strong understanding of equipment finance structures including loans, leases, sale-leasebacks, and asset-backed facilities.
• Experience with credit underwriting, financial statement analysis, and transaction structuring.
• Excellent negotiation and communication skills with ability to articulate complex financing structures to multiple stakeholders.
• Strong organizational skills and attention to detail with ability to manage multiple concurrent transactions.
• Proficiency with CRM systems (Salesforce, Podio), financial modeling, and transaction management software.
• Self-starter mentality with entrepreneurial drive suited to a fast-paced, growing commercial financing marketplace.
• Willingness to travel for industry conferences, lender meetings, and market development activities.