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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
The Competitive Strategy Team provides Executive Management with strategic insights to advance SoFi’s strategy of being the one-stop shop for financial services and its mission of helping members get their money right. As an Associate on the Competitive Strategy team, you will monitor the competitive and macroeconomic landscapes, and you will develop thoughtful analysis to present to leaders from across the business. This position will put you at the heart of the company, working on high priority efforts, identifying opportunities to advance the business and solve challenges that arise. You will develop an expert understanding of the financial services and technology industries and build a strong network across the company. To be successful in this role, you will draw from your creative thinking, problem solving and financial skills as well as your attention to detail and high degree of ownership.
What you’ll do:
- Monitor and analyze industry, competitor and macroeconomic trends and advancements
- Become an expert on SoFi’s business model and product offerings
- Develop thoughtful analysis and recommendations for management
- Calculate and analyze market sizing to influence the company’s strategy
- Work closely with Investor Relations on the company’s communications strategy
- Help prepare materials for both internal and external presentations
- Provide quarterly coverage of competitor earnings, conferences, and news
What you’ll need:
- 2+ years of work experience in a top-tier consulting firm, investment bank, sell-side research firm, buy-side investment management research firm, or high growth business in an analytical capacity
- Familiarity with financial services and/or consumer technology companies in private and/or public sector
- Excellent verbal and written communication skills with ability to distill information into clear takeaways
- An ability to build strong cross functional relationships and to work collaboratively with a variety of stakeholders
- Inquisitive nature, strong attention to detail and a positive, problem-solving attitude
- Strong analytical, organizational skills and project management skills
- Deep expertise in Microsoft Office and Google Suite
- Ability and willingness to work on periodic time-sensitive projects that may require attention outside of typical business hours
- Bachelor’s Degree in Finance, Accounting, Economics, or other relevant field
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
