Associate, Investor Relations

SoFi; New York (NY); On-site; USD 73,000 - 138,000; Full time

Job summary

Join a forward-thinking financial services company as an Associate in Investor Relations. This role offers a unique opportunity to be at the heart of the organization, working closely with executives and investors. You'll enhance your skills in project management and communication while contributing to a best-in-class investor relations program. With a focus on collaboration and efficiency, you'll help shape the future of finance for millions of members. If you're passionate about finance and eager to make an impact, this exciting opportunity awaits you.

Qualifications

• 2-3 years of relevant experience in a dynamic, fast-paced environment.
• Strong organizational and project management skills required.

Responsibilities

• Plan and coordinate investor meetings and roadshows.
• Manage investor relations calendar and assist with inquiries.

Skills

Organizational Skills

Project Management

Verbal Communication

Written Communication

Attention to Detail

Cross-Functional Collaboration

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Economics

Tools

Google Suite

Microsoft Office

Job description

This range is provided by SoFi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$73,600.00/yr - $138,000.00/yr

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:

We are setting out to build a best-in-class Investor Relations function at SoFi. This means providing clear, insightful communications to the financial markets and delivering exceptional service to our investors, analysts and executive management team. As an Associate on the Investor Relations team, you will be the engine that makes our team run with maximum efficiency. This unique position will put you at the heart of the company, offering the opportunity to learn about the company’s strategy and mission and to work with colleagues at all levels from across the organization. You will develop an understanding of financial markets and interact with the company’s investors and analysts. To be successful in this role, you will draw from your exceptional organizational and project management skills, your strong written and verbal communications skills, and your high degree of ownership and personal accountability.

What you’ll do:

• Work with the Head of Investor Relations to build and execute a best-in-class investor relations program.
• Plan and coordinate investor meetings, roadshows and other unique events.
• Create meeting preparation documents for executive management and ensure meetings run smoothly.
• Take ownership of team processes and operations and identify opportunities to be more efficient.
• Manage the investor relations calendar and inbox, assisting with responses to investor inquiries.
• Maintain company’s shareholder list.
• Assist with regulatory filings and disclosures.
• Support the production of materials including content development and ensuring all information is accurate.
• Interact with other internal groups including Finance, Legal and Compliance and Business Units as well as executive assistant and chiefs of staff.
• Maintain accuracy of external Investor Relations website content and adding necessary information to SoFi public site.

What you’ll need:

• 2-3 years of relevant experience in a dynamic, fast-paced environment.
• Exceptionally strong attention to detail, organizational skills and project management skills; ability to balance multiple priorities.
• Excellent verbal and written communication skills.
• An ability to build strong cross functional relationships and to work collaboratively with a variety of stakeholders.
• A professional demeanor and ability to handle sensitive, non-public information.
• Team player with a positive attitude.
• Ability and willingness to work on periodic time-sensitive projects that may require attention outside of typical business hours.
• Strong Google Suite and Microsoft Office skills.
• Bachelor’s Degree in Finance, Accounting, Economics, or other relevant field.
• Investor relations experience is a plus.

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 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 [e-mail].

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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales