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The Senior Associate will manage investor account relationships, facilitate transactions, collaborate with internal teams, and oversee investor communication and reporting.
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 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.
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 an inclusive culture. 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.
Top Skills
Excel
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