Investor Relations Specialist
2 weeks ago
About Us:
Embark on a journey towards a brighter financial future with us.
Together with our members, we are revolutionizing the way individuals perceive and engage with personal finance.
We are a cutting-edge financial services organization and national bank utilizing innovative, mobile-first technology to assist our millions of members in achieving their objectives. The sector is undergoing a remarkable metamorphosis, and we are leading the way. We take pride in coming to work each day, fully aware that our actions directly impact people's lives, guided by our fundamental principles every step of the way. Invest in your personal growth, your career, and the financial sector.
The Position
We are seeking a proficient Investor Relations Analyst at SoFi. In this role, you will manage all account relationships within assigned portfolios, employing various communication channels.
Key Responsibilities:
- Respond to all inquiries from Investors in a timely manner.
- Collaborate with external vendors and internal servicing teams to finalize monthly reports for Investors.
- Act as the primary liaison for our Investors on behalf of the Company.
- Coordinate debt sales with internal servicing teams, external vendors, and Investors.
- Manage relationships with SoFi's diverse funding and deal partners, including investment banks, investors, rating agencies, legal professionals, and auditors.
- Work closely with Product, Operations, Credit, and Capital Markets teams internally to provide insights to Investors on business strategy processes.
- Lead and resolve issues on behalf of our Investors regarding procedures, systems, and operations, demonstrating strong execution capabilities.
- Prepare presentations of deal specifics such as projections, overview materials, and relevant terms for investor assessment.
Requirements:
- Advanced skills and experience in relationship management.
- Ability to enhance revenue and market share through effective relationship management and analytical problem-solving.
- Proficient in engaging with senior executives.
- Advanced proficiency in Microsoft Excel and strong verbal and written communication skills.
- Aptitude to maintain a broad perspective while managing detailed tasks and providing comprehensive documentation.
- Bachelor's degree in Finance, Business, Communications, or a related field. An MBA or CFA is a plus.
- Thorough understanding of financial reporting and capital markets. Exceptional verbal and written communication skills, with the ability to present complex information clearly and succinctly.
The salary range for this position is outlined below. The final salary offer will be based on individual factors such as the candidate's background, skills, and location.
To explore our extensive and competitive benefits package, please visit our Benefits at SoFi webpage.
Salary Range: $60,000 - $114,000.00
Salary Payment Frequency: Annually
Additionally, this role qualifies for a performance bonus and competitive benefits. Further details regarding our employee benefits can be accessed through the link provided above.
SoFi provides equal job opportunities to all candidates, without regard to race, color, religion, gender, age, disability, marital status, sexual orientation, veteran status, or any other protected characteristic. We focus on hiring the most qualified candidate for the position, irrespective of any protected traits. Under the San Francisco Fair Chance Ordinance, we will assess job applicants with prior arrest or conviction records for employment opportunities. SoFi is dedicated to promoting diversity and offers reasonable accommodations to candidates with physical or mental impairments.
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