Investor Services Manager, Capital Markets

Sofi•San Francisco, CA

49d•$96,000 - $180,000

About The Position

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.

Requirements

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)

Nice To Haves

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.

Responsibilities

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.

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