Employee Applicant Privacy Notice
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:
SoFi is seeking an Associate to join our Structuring & Execution vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance, asset-backed securities and loan sale transactions that support SoFi’s Capital Market programs. This Associate will play a critical support role in transaction execution across a variety of platforms. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to continue to develop a deep understanding of structured finance, asset-backed securities, loan markets, and capital strategy within a fast-growing fintech platform.
What you’ll do:
- Support the execution of structured finance transactions by coordinating data, materials, and communications across internal teams and external counterparties.
- Assist in cashflow modeling of structured finance transactions and learning the inputs and outputs of such models.
- Assist in reviewing legal documentation, coordinating with audit firms, bank counterparts throughout the transaction process.
- Perform analytical support for deal databases, trigger and concentration tracking and transaction performance tracking.
- Monitor capital markets activity and peer issuance to help inform team perspectives on market trends, spreads, and investor sentiment.
- Support the development and execution of new funding structures by conducting research, organizing data, and preparing presentation materials for management review.
- Assist in tracking transaction economics and key performance metrics to inform execution strategies and post-trade analysis.
- Contribute to process improvements by identifying ways to enhance reporting accuracy and data management efficiency.
What you’ll need:
- 2+ years of relevant experience in Capital Markets, Structured Finance, Data Analytics, or Quantitative Research.
- Bachelor's degree in business, finance, accounting, economics or similar technical field; demonstrated involvement in school clubs or prior internships, a plus.
- Strong interest in capital markets, structured finance, and financial technology, with a desire to learn and grow within a dynamic environment
- Excellent work ethic and eagerness to take ownership of projects and contribute to team goals
- Strong analytical and quantitative skills with close attention to detail
- Clear and professional communication skills, with the ability to synthesize complex information effectively
- Highly organized and capable of managing multiple tasks in a fast-paced, transaction-driven environment
- High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)
- Knowledge of Python, Snowflake and other modeling software, a plus
- Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets execution and investor engagement
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
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.
Gallery
SoFi Offices
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!
