Associate, Investor Services Capital Markets

Sofi•Greenville, DE

53d•$64,000 - $120,000

About The Position

SoFi is seeking an experience. Associate, Investor Services Capital Markets. You will manage all account relationships within assigned portfolios, through both written and verbal communication channels.

Requirements

2+ years of experience in investor relations, capital markets, or financial services, managing institutional investor accounts and supporting debt or structured finance transactions.
Advance relationship management building skills and experience.
Ability to enhance revenue and market share through effective use of relationship management skills and problem-solving
Comfortable in dealing with C-Level executives
Advanced Microsoft Excel skills
Ability to maintain big-picture focus while attending to detailed work and providing thorough documentation.
Bachelor's degree in Finance, Business, Communications, or a related field.
Strong understanding of financial reporting, and capital markets.
Excellent verbal and written communication skills, with the ability to convey complex information in a clear and concise manner.

Nice To Haves

MBA or CFA is a plus.

Responsibilities

Respond to all inquiries from Investors on a timely basis
Work with external vendors and internal servicing staff to complete monthly reporting for Investors.
Act as a key liaison for our Investors on behalf of the Company
Facilitate debt sales and repurchases with internal servicing staff, external vendors, and Investors.
Manage post-transaction reporting, aligning to the reps and warrants of the investor contracts.
Build relationships with SoFi's many funding and deal partners including investment banks, investors, rating agencies, lawyers, and auditors
Collaborate internally with Product, Operations, Credit, and Capital Markets to provide perspective for Investors on the business strategy processes
Key point of contact for internal and external relationships on Investor Audits, Reviews, process enhancements, and project management.
Project manage and escalate issues on behalf of our Investors regarding processes, systems, and operations, demonstrating the ability to execute.
Prepare presentations of deal information including projections, deal overview materials, and relevant deal terms for investor review.
Assist with the management of investor due diligence and closing processes, including working with legal, underwriting, credit, and other internal or external stakeholders.