Job Details

Investor Services Manager, Capital Markets

Join to apply for the Investor Services Manager, Capital Markets role at SoFi

Base pay range

$96,000.00/yr - $180,000.00/yr

The role

SoFi is seeking a Manager to join our Capital Markets team. In this role, you will be the structuring point person working with a cross‑functional internal team of capital markets, treasury, investor relations, legal and IT team members together with external constituencies including broker‑dealers, investors and rating agencies to establish the most efficient structures for proposed Capital Markets' transactions.

What you'll do:

• Manage the reporting process, onboarding, inquiries and investor reviews for all securitizations and loan sales for our lending products
• Strong analytical skills with attention to detail and deep knowledge of DV01 and Bloomberg
• Analyze and understand the economic impact of using different avenues of funding available through the capital markets (execution related to ABS transactions, whole loan sales, warehouse financing, and bulk sales)
• Monitor and track ongoing performance, regulator reviews, investor reviews and due diligences, and reporting SLAs
• In partnership with internal and external counsel, review transactional terms and develop processes on deals being executed
• Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing and finance
• Assist with the content preparation, communication, correspondence, and due diligence processes for external stakeholders including investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms
• Other ad‑hoc support as needed relating to whole loan sales, asset‑backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company

What you'll need:

• 8+ years of relevant experience desired, primarily in capital markets and ABS execution
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail and deep knowledge of financial regulations
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc
• Previous experience with asset‑backed securitization data sets a plus: Bloomberg, Intex, DV01, etc

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 an inclusive culture. 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 ...@sofi.com.

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

If you are a current employee, do not apply here – please navigate to our Internal Job Board in Greenhouse to apply to our open roles.