Capital Markets Investor Relations Lead

Social Finance, Inc. (SoFi); San Francisco (CA); On-site; USD 154,000 - 237,000; Full time

Job summary

An innovative financial services company is seeking a Senior Manager/Director to enhance its Capital Markets team. This role focuses on leveraging existing networks to build strong relationships with institutional investors, contributing to the growth of a diverse investor pipeline. The successful candidate will have extensive experience in capital markets, particularly in ABS transactions, and will collaborate closely with internal teams to align offerings with market trends. Join a forward-thinking organization that values your expertise and offers a dynamic environment where you can make a significant impact on the financial landscape.

Benefits

Bonus Opportunities

Long Term Incentives

Competitive Benefits

Employee Discounts

Qualifications

• 12+ years of experience in capital markets and ABS execution.
• Strong analytical and communication skills are essential.

Responsibilities

• Cultivate relationships with institutional investors for sustainable growth.
• Lead investor activities and create pitch books to communicate the company story.

Skills

Capital Markets Expertise

Relationship Management

Analytical Skills

Communication Skills

Financial Contract Interpretation

Education

BS/BA in Business

Finance

Accounting

Economics

Tools

Microsoft Office

Google Suites

Bloomberg

Intex

DV01

Job description

NC - Charlotte
CA - San Francisco
NY - New York City
VA - Reston

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/Director to join our Capital Markets team. In this role, you will draw on your extensive capital markets expertise, ideally honed in investment banking or related field, to cultivate and manage relationships with institutional investors. A key emphasis will be placed on leveraging your existing network to engage with capital markets participants across private and public markets. Your ability to build on established connections and deepen relationships will be critical in expanding the company's presence within the investor community.

The role will center on building a diverse and robust investor pipeline for broadly syndicated ABS transactions, private placements, structured finance products, and other debt instruments. To succeed, you must have proven experience working on private and broadly syndicated ABS transactions, demonstrating a deep understanding of market dynamics and investor preferences. You will collaborate closely with internal teams to craft strategies that align with investor demand and evolving market trends while fostering long-lasting partnerships that drive the company's capital markets objectives. This is a unique opportunity for a highly connected and experienced professional to play a key role in shaping and expanding the company's investor network.

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 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 for 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.
• Collaborate and provide strategic support to internal stakeholders 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 comprehensive and competitive benefits, visit our Benefits at SoFi page!

Pay range: $154,800.00 - $236,500.00

Payment frequency: Annual

This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.

Equal Employment Opportunity

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.

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.

Apply for this position

Capital Markets Investor Relations Lead

Capital Markets

4 Locations