Investor Services Analyst, Capital Markets
Social Finance, Inc. (SoFi), Greenville, New York, United States, 10586
The Role:
SoFi is seeking an Analyst to join our Investor Services vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance, asset-backed securities and loan sale transactions that support SoFi’s Capital Market programs. The Analyst will play a critical line of defense in ensuring our financial operations remain compliant, transparent, and resilient. You will bridge the gap between complex financial regulations and operational execution, overseeing the lifecycle of regulator and investor reviews. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to develop a deep understanding of structured finance and risk strategy within a fast-growing fintech platform. What You’ll Do:
Knowledge of finance regulations and the evolving financial landscape. Proven ability to synthesize complex data sets into clear, actionable risk reports with attention to detail. Perform a comprehensive internal self-audit program to proactively identify vulnerabilities before they reach external stakeholders. Collaborate internally to produce a Risk Self-Assessments (RSA) that provide a transparent view of the department's risk profile. In partnership with internal and external partners, remediations and implementing long-term structural controls Support the investor services reporting by conducting research, organizing data, and preparing presentation materials for management review. Ability to synthesize complex data sets into clear, actionable risk reports with meticulous attention to detail. Monitor department-level and investor performance-level triggers/breaches, ensuring immediate escalation and resolution Other ad hoc support as needed requested 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:
You have graduated and your highest level of education is only a Bachelor’s Degree in business, finance, accounting, economics or similar technical field (Spring 2025 / December 2025 New Grads or within 1 year of graduation) You are available to start working immediately in February 2026 No more than 12 months of professional full-time work experience (excluding internships and research assistant roles) Experience with audit engagement planning, executing, and reporting Excellent work ethic and eagerness to take ownership of projects and contribute to team goals Strong analytical and quantitative skills with close attention to detail Clear and professional communication skills, with the ability to synthesize complex information effectively Highly organized and capable of managing multiple tasks in a fast-paced, transaction-driven environment High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets) Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets and investor services Nice to Have:
Knowledge of SQL, Snowflake and other modeling software Demonstrated involvement in school clubs or prior internships External audit, internal audit, or related experience working in a financial institution with knowledge of general and technology internal controls, risk management, and/or consumer regulatory compliance (FINRA, OCC, FRB, etc.) Full Time University Grad Benefits: View Link Internship Highlights include: In addition to a unique and challenging professional experience, interns will also receive perks such as invites to Member events, and more! Fully stocked kitchen (snacks & drinks) Access to senior leadership, including round tables with executives across all functions of SoFi Pay range: $54,400.00 - $102,000.00 Payment frequency: Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. 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.
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 accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Apply for this position
Investor Services Analyst, Capital Markets Capital Markets 2 Locations Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions.
SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.
Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. ( www.nmlsconsumeraccess.org ) ✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit. We use pixels and other tracking technologies to collect your information and actions to enhance site navigation, personalize content, analyze site usage, and assist in marketing efforts. We share this information with social media, advertising, and analytics partners. If you do not make a selection, you agree to our use of these technologies.Privacy Policy
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SoFi is seeking an Analyst to join our Investor Services vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance, asset-backed securities and loan sale transactions that support SoFi’s Capital Market programs. The Analyst will play a critical line of defense in ensuring our financial operations remain compliant, transparent, and resilient. You will bridge the gap between complex financial regulations and operational execution, overseeing the lifecycle of regulator and investor reviews. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to develop a deep understanding of structured finance and risk strategy within a fast-growing fintech platform. What You’ll Do:
Knowledge of finance regulations and the evolving financial landscape. Proven ability to synthesize complex data sets into clear, actionable risk reports with attention to detail. Perform a comprehensive internal self-audit program to proactively identify vulnerabilities before they reach external stakeholders. Collaborate internally to produce a Risk Self-Assessments (RSA) that provide a transparent view of the department's risk profile. In partnership with internal and external partners, remediations and implementing long-term structural controls Support the investor services reporting by conducting research, organizing data, and preparing presentation materials for management review. Ability to synthesize complex data sets into clear, actionable risk reports with meticulous attention to detail. Monitor department-level and investor performance-level triggers/breaches, ensuring immediate escalation and resolution Other ad hoc support as needed requested 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:
You have graduated and your highest level of education is only a Bachelor’s Degree in business, finance, accounting, economics or similar technical field (Spring 2025 / December 2025 New Grads or within 1 year of graduation) You are available to start working immediately in February 2026 No more than 12 months of professional full-time work experience (excluding internships and research assistant roles) Experience with audit engagement planning, executing, and reporting Excellent work ethic and eagerness to take ownership of projects and contribute to team goals Strong analytical and quantitative skills with close attention to detail Clear and professional communication skills, with the ability to synthesize complex information effectively Highly organized and capable of managing multiple tasks in a fast-paced, transaction-driven environment High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets) Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets and investor services Nice to Have:
Knowledge of SQL, Snowflake and other modeling software Demonstrated involvement in school clubs or prior internships External audit, internal audit, or related experience working in a financial institution with knowledge of general and technology internal controls, risk management, and/or consumer regulatory compliance (FINRA, OCC, FRB, etc.) Full Time University Grad Benefits: View Link Internship Highlights include: In addition to a unique and challenging professional experience, interns will also receive perks such as invites to Member events, and more! Fully stocked kitchen (snacks & drinks) Access to senior leadership, including round tables with executives across all functions of SoFi Pay range: $54,400.00 - $102,000.00 Payment frequency: Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. 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.
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 accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Apply for this position
Investor Services Analyst, Capital Markets Capital Markets 2 Locations Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions.
SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.
Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. ( www.nmlsconsumeraccess.org ) ✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit. We use pixels and other tracking technologies to collect your information and actions to enhance site navigation, personalize content, analyze site usage, and assist in marketing efforts. We share this information with social media, advertising, and analytics partners. If you do not make a selection, you agree to our use of these technologies.Privacy Policy
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