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 companys 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 longlasting partnerships that drive the companys 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 companys investor network.
What youll do:
- Cultivate and strengthen longterm 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 oneonone 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 SoFis 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 assetbacked securitizations new products securities financing unsecured lines of credit and any other future financing initiatives of the company.
What youll need:
- 12 years of relevant experience desired primarily in capital markets and ABS
- 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 assetbacked securitization data sets a plus: Bloomberg Intex DV01 etc.