Investor Services Manager, Capital Markets

SoFi

Not Interested
Bookmark
Report This Job

profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 11-11-2025
Vacancies: 1 Vacancy

Job Summary

The role:

SoFi is seeking a Manager to join our Capital Markets this role you will be the structuring point person working with a cross-functional internal team of capital markets treasury investor relations legal and IT team members together with external constituencies including broker-dealers investors and rating agencies to establish the most efficient structures for proposed Capital Markets transactions.

What youll do:

  • Manage the reporting process onboarding inquiries and investor reviews for all Securitizations and Loans Sales for our lending products
  • Strong analytical skills with attention to detail and deep knowledge of DV01 and Bloomberg
  • Analyze and understand the economic impact of using different avenues of funding available through the capital markets (execution related to ABS transactions whole loan sales warehouse financing and bulk sales)
  • Monitor and track ongoing performance regulator reviews investor reviews and due diligences and reporting SLAs
  • In partnership with internal and external counsel review transactional terms and develop processes on deals being executed
  • Collaborate and provide strategic support to internal stakeholders such as credit legal engineering product treasury accounting servicing and finance.
  • Assist with the content preparation communication correspondence and due diligence processes for external stakeholders including investors lenders rating agencies data systems providers law firms trustees custodians and accounting firms.
  • 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 youll need:

  • 8 years of relevant experience desired primarily in capital markets and ABS execution
  • BS/BA in business finance accounting economics or 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 and deep knowledge of financial regulations
  • 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 suite (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 a plus: Bloomberg Intex DV01 etc.

Required Experience:

Manager

The role:SoFi is seeking a Manager to join our Capital Markets this role you will be the structuring point person working with a cross-functional internal team of capital markets treasury investor relations legal and IT team members together with external constituencies including broker-dealers inv...
View more view more

Key Skills

  • Electro Mechanical
  • Instrument Maintenance
  • Adobe Dreamweaver
  • Document Control Management
  • E-Commerce

About Company

Company Logo

Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.

View Profile View Profile