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Associate, Investor Services Capital Markets

icon building Company : Sofi
icon briefcase Job Type : Full Time

Number of Applicants

 : 

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Job Description - 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.

Original job Associate, Investor Services Capital Markets posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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