SoFi
Investor Services Manager, Capital Markets
SoFi, Charlotte, North Carolina, United States, 28245
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
SoFi is a next‑generation financial services company and national bank using innovative, mobile‑first technology to help millions of members reach their goals. We’re changing the way people think about personal finance and are proud to have a direct impact on lives with our core values guiding every step.
The role SoFi is seeking a Manager to join our Capital Markets team. In this role, you will be the primary structuring point person working with cross‑functional internal teams—capital markets, treasury, investor relations, legal, IT—and 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.
Apply strong analytical skills with attention to detail and deep knowledge of DV01 and Bloomberg.
Analyze and understand the economic impact of using different funding avenues available through capital markets (abs transactions, whole‑loan sales, warehouse financing, bulk sales).
Monitor and track ongoing performance, regulator reviews, investor reviews, due diligences, and reporting SLAs.
In partnership with internal and external counsel, review transactional terms and develop processes for deals being executed.
Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing, and finance.
Assist with content preparation, communication, correspondence, and due diligence processes for external stakeholders—investors, lenders, rating agencies, data system providers, law firms, trustees, custodians, and accounting firms.
Provide ad‑hoc support related to whole‑loan sales, asset‑backed securitizations, new products, securities financing, unsecured lines of credit, and future financing initiatives.
What you’ll need
8+ years of experience, primarily in capital markets and ABS execution.
BS/BA in business, finance, accounting, economics, or a 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.
Ability to read and interpret financial contracts and knowledge of core documents and industry best practices.
High proficiency with Microsoft Office, especially Excel and PowerPoint.
Experience with lending or consumer credit products (mortgages, student loans, credit cards, personal loans) is a plus.
Experience with asset‑backed securitization data sets (Bloomberg, Intex, DV01) is a plus.
Compensation and Benefits The base pay range is listed above. Final base pay offer will be determined based on individual factors such as 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, sex, national origin, age, disability, marital status, veteran status, or any other basis prohibited by applicable law.
We consider qualified applicants with arrest and conviction records under the San Francisco Fair Chance Ordinance.
New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture and offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations, please let your recruiter know or email accommodations@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 open roles.
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Base Pay Range $96,000.00/yr - $180,000.00/yr
SoFi is a next‑generation financial services company and national bank using innovative, mobile‑first technology to help millions of members reach their goals. We’re changing the way people think about personal finance and are proud to have a direct impact on lives with our core values guiding every step.
The role SoFi is seeking a Manager to join our Capital Markets team. In this role, you will be the primary structuring point person working with cross‑functional internal teams—capital markets, treasury, investor relations, legal, IT—and 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.
Apply strong analytical skills with attention to detail and deep knowledge of DV01 and Bloomberg.
Analyze and understand the economic impact of using different funding avenues available through capital markets (abs transactions, whole‑loan sales, warehouse financing, bulk sales).
Monitor and track ongoing performance, regulator reviews, investor reviews, due diligences, and reporting SLAs.
In partnership with internal and external counsel, review transactional terms and develop processes for deals being executed.
Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing, and finance.
Assist with content preparation, communication, correspondence, and due diligence processes for external stakeholders—investors, lenders, rating agencies, data system providers, law firms, trustees, custodians, and accounting firms.
Provide ad‑hoc support related to whole‑loan sales, asset‑backed securitizations, new products, securities financing, unsecured lines of credit, and future financing initiatives.
What you’ll need
8+ years of experience, primarily in capital markets and ABS execution.
BS/BA in business, finance, accounting, economics, or a 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.
Ability to read and interpret financial contracts and knowledge of core documents and industry best practices.
High proficiency with Microsoft Office, especially Excel and PowerPoint.
Experience with lending or consumer credit products (mortgages, student loans, credit cards, personal loans) is a plus.
Experience with asset‑backed securitization data sets (Bloomberg, Intex, DV01) is a plus.
Compensation and Benefits The base pay range is listed above. Final base pay offer will be determined based on individual factors such as 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, sex, national origin, age, disability, marital status, veteran status, or any other basis prohibited by applicable law.
We consider qualified applicants with arrest and conviction records under the San Francisco Fair Chance Ordinance.
New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture and offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations, please let your recruiter know or email accommodations@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 open roles.
#J-18808-Ljbffr