Senior Associate, Investor Services Capital Markets
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Job Location:
Cottonwood Heights, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
30 days ago
Vacancies:
1 Vacancy
Job Summary
The role:
SoFi is seeking an experienced Sr. Associate Investor Services Capital Markets. You will manage all account relationships within assigned portfolios through both written and verbal communication channels.
What youll do:
- 5 years of experience in investor relations capital markets or financial services managing institutional investor accounts and supporting debt or structured finance transactions
- Respond to all inquiries from Investors on a timely basis
- Work with external vendors and internal servicing staff to complete monthly reporting for Investors.
- Act as a key liaison for our Investors on behalf of the Company
- Facilitate debt sales and repurchases with internal servicing staff external vendors and Investors.
- Manage post-transaction reporting aligning to the reps and warrants of the investor contracts.
- Build relationships with SoFis many funding and deal partners including investment banks investors rating agencies lawyers and auditors
- Collaborate internally with Product Operations Credit and Capital Markets to provide perspective for Investors on the business strategy processes
- Key point of contact for internal and external relationships on Investor Audits Reviews process enhancements and project management.
- Project manage and escalate issues on behalf of our Investors regarding processes systems and operations demonstrating the ability to execute.
- Prepare presentations of deal information including projections deal overview materials and relevant deal terms for investor review.
- Assist with the management of investor due diligence and closing processes including working with legal underwriting credit and other internal or external stakeholders.
What youll need:
- Advance relationship management building skills and experience.
- Ability to enhance revenue and market share through effective use of relationship management skills and problem-solving
- Comfortable in dealing with C-Level executives
- Advanced Microsoft Excel skills
- Ability to maintain big-picture focus while attending to detailed work and providing thorough documentation.
- Bachelors degree in Finance Business Communications or a related field. MBA or CFA is a plus.
- Strong understanding of financial reporting and capital markets.
- Excellent verbal and written communication skills with the ability to convey complex information in a clear and concise manner.
Required Experience:
Senior IC
Key Skills
- Aeronautical
- Anti Money Laundering
- ASP.NET
- Dcom
- ABAP
- Manufacturing
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
