Capital Markets Senior Associate
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The role:
SoFi is seeking a Senior Associate to join the Capital Markets Investor & Transaction Development team. This individual will play a pivotal role in driving data-driven insights and analytical rigor across SoFis capital markets activities. The role spans a broad range of functions including portfolio analytics data automation performance modeling and transaction support. The ideal candidate will possess a strong quantitative background experience with complex datasets and the ability to synthesize analytical outputs into actionable insights for internal stakeholders investors and rating agencies. This position offers exposure to senior leadership across SoFi and collaboration with external partners such as institutional investors lenders and rating agencies contributing directly to the execution of SoFis strategic financing initiatives.
What youll do:
- Construct granular portfolio segmentations by borrower characteristics origination cohort and credit attributes to support trend analysis and risk monitoring.
- Centralize and streamline analytical workflows to improve data accessibility and reduce cross-team dependencies.
- Extract and analyze data using Snowflake Tableau and internal repositories to produce actionable insights.
- Build quantitative models to support yield spread and structural sensitivity analyses for financing transactions.
- Automate performance dashboards pool stratifications and loss/prepayment curve generation across portfolios.
- Deliver data-driven insights and materials supporting investor communications securitization discussions and rating agency engagements.
- Maintain validate and enhance structured datasets across SoFis unsecured lending products ensuring integrity and consistency across internal and external systems (e.g. dv01).
- Partner cross-functionally with Risk Legal Treasury Engineering and Accounting to support execution of ABS whole-loan and structured financing activities.
What youll need:
- 5 years of relevant experience desired in Capital Markets Structured Finance Data Analytics or Quantitative Research
- BS/BA in Business Finance Economics Engineering Mathematics Data Science or a related quantitative discipline
- Advanced proficiency in SQL Python or similar data analytics tools
- Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
- Strong analytical skills with attention to detail and the ability to translate technical findings into business insights
- High level of proficiency with Microsoft Office and Google suites (particularly in Excel PowerPoint)
- 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 (Bloomberg Intex DV01 etc.) and loan level/performance data a plus
Required Experience:
Senior IC
Key Skills
- Business Development
- Organizational Management
- GAAP
- Accounting
- Analysis Skills
- Meeting Facilitation
- Microsoft Powerpoint
- Investment Banking
- Microsoft Excel
- Private equity
- Financial Modeling
- Writing Skills
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.
