Investor Services Manager, Capital Markets at SoFi

Cottonwood Heights, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

0.0

Posted On

11 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Attention To Detail, Financial Regulations, Communication Skills, Organizational Skills, Financial Contracts, Microsoft Office, Lending Products, Consumer Credit Products, Asset-Backed Securitization, Bloomberg, Intex, DV01, Treasury, Investor Relations, Legal

Industry

Financial Services

Description

Employee Applicant Privacy Notice Who we are: 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. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. 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 Loans 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 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: 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 accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees 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.

Responsibilities

The Investor Services Manager will manage the reporting process, onboarding, inquiries, and investor reviews for securitizations and loan sales. They will collaborate with internal and external teams to establish efficient structures for capital markets transactions.