Senior Associate, Investor Services Capital Markets

3 days ago

San Francisco, California, United States SoFi Full time
About SoFi

Shape a brighter financial future with us. 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 Role

We're seeking an experienced Senior Associate, Investor Services Capital Markets to manage all account relationships within assigned portfolios, through both written and verbal communication channels.

Key Responsibilities
  • 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 with internal servicing staff, external vendors, and Investors
  • Manage the 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
Requirements
  • Advance relationship management building skills and experience
  • Ability to enhance revenue and market share through effective use of relationship management skills and problem-solving
  • At least 3-5 years of related experience
  • 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
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 Rights

SoFi 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

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

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