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Sofi

Capital Markets Associate

New York City - NY; San Francisco - CA Full Time

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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 an Associate to join our Structuring & Execution vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance, asset-backed securities and loan sale transactions that support SoFi’s Capital Market programs. This Associate will play a critical support role in transaction execution across a variety of platforms. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to continue to develop a deep understanding of structured finance, asset-backed securities, loan markets, and capital strategy within a fast-growing fintech platform.

What you’ll do:

  • Support the execution of structured finance transactions by coordinating data, materials, and communications across internal teams and external counterparties.
  • Assist in cashflow modeling of structured finance transactions and learning the inputs and outputs of such models.
  • Assist in reviewing legal documentation, coordinating with audit firms, bank counterparts throughout the transaction process. 
  • Perform analytical support for deal databases, trigger and concentration tracking and transaction performance tracking.
  • Monitor capital markets activity and peer issuance to help inform team perspectives on market trends, spreads, and investor sentiment.
  • Support the development and execution of new funding structures by conducting research, organizing data, and preparing presentation materials for management review.
  • Assist in tracking transaction economics and key performance metrics to inform execution strategies and post-trade analysis.
  • Contribute to process improvements by identifying ways to enhance reporting accuracy and data management efficiency.

What you’ll need:

  • 2+ years of relevant experience in Capital Markets, Structured Finance, Data Analytics, or Quantitative Research.
  • Bachelor's degree in business, finance, accounting, economics or similar technical field; demonstrated involvement in school clubs or prior internships, a plus.
  • Strong interest in capital markets, structured finance, and financial technology, with a desire to learn and grow within a dynamic environment
  • Excellent work ethic and eagerness to take ownership of projects and contribute to team goals
  • Strong analytical and quantitative skills with close attention to detail
  • Clear and professional communication skills, with the ability to synthesize complex information effectively
  • Highly organized and capable of managing multiple tasks in a fast-paced, transaction-driven environment
  • High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)
  • Knowledge of Python, Snowflake and other modeling software, a plus
  • Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets execution and investor engagement
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.