Treasury Manager - Capital Management

Employee Applicant Privacy Notice

Who we are:

The Role 

We are looking for a Manager of Capital Management to join our Corporate Treasury team. You will lead the development and execution of our end-to-end Capital Stress Testing framework, a critical process for how SoFi Bank and the consolidated entity manage and forecast capital adequacy. 

Critical to success in this role is the ability to independently drive complex projects forward and exercise strong problem-solving skills in an evolving environment. 

What you’ll do:

• Design and build a multi-year capital stress testing framework (e.g., CCAR/DFAST-style) to evaluate the firm's capital adequacy under adverse economic scenarios


• Drive the end-to-end capital planning and stress testing lifecycle, integrating baseline forecasting, stress testing and scenario analysis


• Partner cross-functionally with risk, strategic finance, and business units to drive capital planning and stress testing results, including the integration of new products


• Develop methodologies for translating macroeconomic scenarios into financial impacts on the balance sheet and P&L


• Execute strategic projects related to capital management, including evaluating capital actions and supporting potential capital markets activity or debt issuances


• Prepare high-visibility reporting and materials for senior management and the Board of Directors

What you’ll need:

• 5+ years of related experience, ideally in Capital Management, Treasury, or Financial Risk Management within a bank or fintech


• Deep understanding of regulatory capital frameworks and balance sheet dynamics


• Experience building and owning complex financial models from scratch


• Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides. Experience with Empyrean ALM is a plus


• Proven ability to prepare and present complex quantitative information to senior decision-makers


• Collaborative working style and demonstrated ability to build strong cross-functional relationships


• Inquisitive nature, attention to detail, diligence, and a missionary attitude


• Bachelor's degree in Economics, Finance, Mathematics, or a related quantitative field; CFA or FRM preferred