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.
SoFi is seeking an Associate to join our Capital Markets team. In this role, you will be deeply involved in a broad range of business and capital markets functions, launching SoFi products, developing capital markets execution, and investor education. You will have the opportunity to collaborate closely with senior managers across the firm, gaining full visibility into SoFi’s diverse business activities. Additionally, you will work alongside the Capital Markets team and engage with key external partners, such as institutional investors, rating agencies, and lenders, to drive strategic initiatives and ensure seamless execution of transactions.
What you’ll do:
Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi Products. Analyze portfolio/collateral characteristics, economic analysis, and any other information to support capital markets execution.
Lead diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring collaborating with finance credit and accounting teams.
Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
What you’ll need:
2+ years of relevant experience desired
BS/BA in business, finance, accounting, economics or similar technical field
Excellent analytical skills attention to detail organization and project management skills
Ability to thrive in fast-paced, ambiguous environments with a bias toward action
Strong ownership and proactive problem-solving mindset
Effective story telling and expertise in presentation skills (Microsoft Google Suites) leveraging AI tools
Ability to manage multiple priorities and clear communication and cross-functional collaboration
Intellectual curiosity and strong interest in fintech, products, and capital markets
Strong verbal and written communication as well as technical and organizational skills
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
Top Skills
SoFi New York, New York, USA Office
Our New York office, located in the meat-packing district, provides an open work environment and is a hub for our finance teams. Our large conference, flexible work spaces, huddle rooms, and shared community areas allows our teams to openly collaborate while looking at some spectacular views.
Similar Jobs at SoFi
What you need to know about the NYC Tech Scene
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
