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 a Senior Manager/Director to join our Capital Markets team. In this role, you will draw on your extensive capital markets expertise, ideally honed in investment banking or related field, to cultivate and manage relationships with institutional investors. A key emphasis will be placed on leveraging your existing network to engage with capital markets participants across private and public markets. Your ability to build on established connections and deepen relationships will be critical in expanding the company's presence within the investor community.
The role will center on building a diverse and robust investor pipeline for broadly syndicated ABS transactions, private placements, structured finance products, and other debt instruments. To succeed, you must have proven experience working on private and broadly syndicated ABS transactions, demonstrating a deep understanding of market dynamics and investor preferences. You will collaborate closely with internal teams to craft strategies that align with investor demand and evolving market trends while fostering long-lasting partnerships that drive the company's capital markets objectives. This is a unique opportunity for a highly connected and experienced professional to play a key role in shaping and expanding the company's investor network.
What you’ll do:
- Cultivate and strengthen long-term relationships with both new and existing institutional investors, contributing to sustainable growth and funding opportunities.
- Lead ongoing investor activities, ensuring regular communication and updates with institutional investors, including conference attendance, virtual and physical roadshows, sales force presentations, one one-on-one meetings, and presentation preparation.
- Create pitch books and due diligence presentations to communicate the SoFi story, build brand confidence, and educate external stakeholders on key business drivers.
- Research and provide market color for potential loan sale opportunities.
- Stay informed on product initiatives and strategic growth opportunities, aligning SoFi’s offerings with market appetite and investor interests.
- Collaborate with credit and risk teams to gain a deep understanding of key performance indicators and product performance trends and forecasts.
- Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing, and finance.
- Other ad hoc support as needed requested relating to whole loan sales, asset-backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company.
What you’ll need:
- 12+ years of relevant experience desired, primarily in capital markets and ABS execution
- BS/BA in business, finance, accounting, economics, or a 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.
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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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!
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