Investor Development Lead

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 Senior Manager to join our Capital Markets team. In this role, you will be responsible for identifying, developing, and managing relationships with institutional investors, with a focus on capital markets participants in both private and public markets.

The role will concentrate on building a diverse investor pipeline for broadly syndicated loan sales, structured finance products, and other debt instruments.

The individual will work closely with internal teams to develop strategies that align with investor demand and market trends while cultivating long-lasting partnerships.

What you'll do :

• Cultivate and strengthen long-term relationships with both new and existing institutional investors, contributing to sustainable growth and funding opportunities.
• Lead ongoing investor activities, ensuring regular communication and updates with institutional investors, including conference attendance, virtual and physical roadshows, sales force presentations, one on one meetings and presentation preparation.
• Create pitch books and due diligence presentations to communicate the SoFi story, build brand confidence, and educate external stakeholders on key business drivers.
• Research and provide market color with respect to potential loan sale opportunities.
• Stay informed on product initiatives and strategic growth opportunities, aligning SoFi's offerings with market appetite and investor interests.
• Collaborate with credit and risk teams to gain a deep understanding of key performance indicators and product performance trends and forecasts.
• Develop programmatic rating agency performance updates and help ensure the integrity and consistency of portfolio data reported.
• In partnership with counsel and the deal execution team, review financing transaction documents and ensure alignment on transactional terms
• Collaborate and provide strategic support to internal stakeholders in areas such as credit, legal, engineering, product, treasury, accounting, servicing, and finance.
• 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 :

• 12+ years of relevant experience desired, 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
• 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 and Google suites (particularly in Excel, PowerPoint, Sheets)
• 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 comprehensiveand competitivebenefits, 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 embracing diversity. 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 [email protected].

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.