Capital Markets Manager

Reposted 8 Days Ago
Easy Apply
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4 Locations
Hybrid
Senior level
Fintech • Mobile • Software • Financial Services
SoFi’s mission is to help people reach financial independence to realize their ambitions.
The Role
Lead and manage capital markets transactions, focusing on financing partnerships, funding strategies, and stakeholder collaboration to optimize capital utilization.
Summary Generated by Built In

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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:

SoFi is seeking a Manager to join our Capital Markets team. In this role, you will lead initiatives to build and strengthen relationships with banks and institutional investors while managing all aspects of warehouse financing transactions. This includes overseeing new facilities, amendments, and renewals. To succeed, you’ll need a strong understanding of various warehouse structures, expertise in negotiating financing terms, and the ability to drive the review and execution of financing documentation. You will work closely with product, credit, and treasury teams to develop and implement funding strategies for our credit products. By effectively managing and optimizing funding channels, you will play a critical role in ensuring efficient capital utilization and fostering positive, lasting relationships with financing counterparties and investors.

What you’ll do:

  • Build and strengthen financing partnerships with banking counterparties and institutional investors.
  • Develop and manage funding strategies for new and existing product lines.
  • Lead the renewal and modification of warehouse facilities, ensuring seamless extensions to prevent disruptions.
  • Negotiate financing terms with lenders and legal teams to secure favorable outcomes.
  • Oversee bank and investor diligence processes, including preparing corporate presentation decks and educating stakeholders on key company information.
  • Collaborate with Treasury to forecast utilization and manage liquidity needs across multiple financing facilities.
  • Partner with legal counsel and the deal execution team to review warehouse financing transaction documents and ensure alignment on transactional terms.
  • Review monthly servicer reports for accuracy, ensuring all key metrics required by lenders are complete and accurate.
  • Provide strategic collaboration and support to internal teams, including credit, legal, engineering, product, treasury, accounting, servicing, and finance.
  • Develop a comprehensive understanding of key performance indicators, product performance trends, and forecasts.
  • Support ad hoc financing initiatives, including whole loan sales, asset-backed securitizations, new products, securities financing, unsecured lines of credit, and other future financing strategies.

What you’ll need:

  • 8+ years of relevant experience desired, primarily in capital markets and warehouse execution
  • BS/BA in business, finance, accounting, economics or similar technical field
  • Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
  • Strong verbal and written communication as well as technical and organizational skills
  • Strong analytical skills with attention to detail
  • Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
  • High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)
  • Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
  • Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.
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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The Company
HQ: San Francisco, CA
4,500 Employees
Year Founded: 2011

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.

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