Capital Markets Manager, Investor

6 days ago

New York NY United States Social Finance (SoFi) Full time

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 Manager to join our Capital Markets team. In this role, you will support and enhance the company's performance data reporting for external partners, including banks, investors and rating agencies. The ideal candidate will have a strong background in static pool analysis and performance history tracking, as well as the ability to work cross-functionally to build a narrative around loan performance metrics that informs both internal and external stakeholders. This position will also be responsible for overseeing the organization's warehouse transactions, interpreting financial documentation and ensuring timely renewals and compliance across multiple financing facilities.

What you'll do:

  • Collaborate with Risk and Credit teams to analyze and forecast key loan portfolio performance metrics, such as delinquency rates, default rates, prepayment trends and recovery rates.
  • Develop a deep understanding of key performance indicators and product performance trends and forecasts.
  • Build compelling analysis and decks to tell a clear story around performance trends and align stakeholders on results and expectations.
  • Lead the renewal process for all warehouse facilities, ensuring timely extensions or modifications to avoid disruptions.
  • Partner with Treasury to forecast utilization and manage liquidity needs effectively across multiple financing facilities.
  • Engage with lenders and legal teams in advance of maturity dates to negotiate terms and secure favorable outcomes.
  • In partnership with counsel and the deal execution team, review warehouse financing transaction documents and ensure alignment on transactional terms.
  • Review monthly servicer reports for accuracy, ensuring the completeness of all key metrics required by lenders.
  • 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:

  • 8+ years of relevant experience desired, primarily in capital markets and warehouse 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, G-Sheets)
  • Previous experience with lending or consumer credit products is a plus, such as mortgages, student loans, credit cards, and personal loans.
  • Previous experience with asset-backed securitization data sets is a plus: Bloomberg, Intex, DV01, etc.
Compensation and BenefitsThe 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 comprehensiveand competitivebenefits, visit ourBenefits at SoFipageSoFi 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 accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal EmployeesIf you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.RequiredPreferredJob Industries
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