Associate, Investor Services Capital Markets

The role:

SoFi is seeking an experienced 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:

• 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.

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.