Capital Markets Associate
SoFi, New York, NY, United States
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
What you’ll do:
Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi products, analyze portfolio/collateral characteristics, economic analysis, and other information to support capital markets execution.
Lead the diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences, and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring, collaborating with finance, credit, and accounting teams.
Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
What you’ll need:
2+ years of relevant experience desired.
BS/BA in business, finance, accounting, economics or similar technical field.
Excellent analytical skills, attention to detail, organization and project management skills.
Ability to thrive in fast‑paced, ambiguous environments with a bias toward action.
Strong ownership and proactive problem‑solving mindset.
Effective storytelling and expertise in presentation skills (Microsoft or Google Suites) leveraging AI tools.
Ability to manage multiple priorities and clear communication and cross‑functional collaboration.
Intellectual curiosity and strong interest in fintech, products, and capital markets.
Strong verbal and written communication as well as technical and organizational skills.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives.
Previous experience with lending or consumer credit products is a plus: mortgages, student loans, credit cards, personal loans, 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, sex, gender identity, national origin, ancestry, age, disability, 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 accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
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Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
What you’ll do:
Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi products, analyze portfolio/collateral characteristics, economic analysis, and other information to support capital markets execution.
Lead the diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences, and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring, collaborating with finance, credit, and accounting teams.
Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
What you’ll need:
2+ years of relevant experience desired.
BS/BA in business, finance, accounting, economics or similar technical field.
Excellent analytical skills, attention to detail, organization and project management skills.
Ability to thrive in fast‑paced, ambiguous environments with a bias toward action.
Strong ownership and proactive problem‑solving mindset.
Effective storytelling and expertise in presentation skills (Microsoft or Google Suites) leveraging AI tools.
Ability to manage multiple priorities and clear communication and cross‑functional collaboration.
Intellectual curiosity and strong interest in fintech, products, and capital markets.
Strong verbal and written communication as well as technical and organizational skills.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives.
Previous experience with lending or consumer credit products is a plus: mortgages, student loans, credit cards, personal loans, 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, sex, gender identity, national origin, ancestry, age, disability, 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 accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
#J-18808-Ljbffr