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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 an experienced Sr. Associate, Investor Services Capital Markets. You will manage all account relationships within assigned portfolios, through both written and verbal communication channels.
What you’ll do:
- 5+ years of experience in investor relations, capital markets, or financial services, managing institutional investor accounts and supporting debt or structured finance transactions
- Respond to all inquiries from Investors on a timely basis
- Work with external vendors and internal servicing staff to complete monthly reporting for Investors.
- Act as a key liaison for our Investors on behalf of the Company
- Facilitate debt sales and repurchases with internal servicing staff, external vendors, and Investors.
- Manage post-transaction reporting, aligning to the reps and warrants of the investor contracts.
- Build relationships with SoFi’s many funding and deal partners including investment banks, investors, rating agencies, lawyers, and auditors
- Collaborate internally with Product, Operations, Credit, and Capital Markets to provide perspective for Investors on the business strategy processes
- Key point of contact for internal and external relationships on Investor Audits, Reviews, process enhancements, and project management.
- Project manage and escalate issues on behalf of our Investors regarding processes, systems, and operations, demonstrating the ability to execute.
- Prepare presentations of deal information including projections, deal overview materials, and relevant deal terms for investor review.
- Assist with the management of investor due diligence and closing processes, including working with legal, underwriting, credit, and other internal or external stakeholders.
What you’ll need:
- Advance relationship management building skills and experience.
- Ability to enhance revenue and market share through effective use of relationship management skills and problem-solving
- Comfortable in dealing with C-Level executives
- Advanced Microsoft Excel skills
- Ability to maintain big-picture focus while attending to detailed work and providing thorough documentation.
- Bachelor’s degree in Finance, Business, Communications, or a related field. MBA or CFA is a plus.
- Strong understanding of financial reporting, and capital markets.
- Excellent verbal and written communication skills, with the ability to convey complex information in a clear and concise manner.
Top Skills
What the Team is Saying
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!
