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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:
- 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
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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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!
