Employee Applicant Privacy Notice

Who we are:

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.

So Fi is seeking an Associate to join our Capital Markets team. In this role, you will be deeply involved in a broad range of business and capital markets functions, launching So Fi products, developing capital markets execution, and investor education. You will have the opportunity to collaborate closely with senior managers across the firm, gaining full visibility into So Fi’s diverse business activities. Additionally, you will work alongside the Capital Markets team and engage with key external partners, such as institutional investors, rating agencies, and lenders, to drive strategic initiatives and ensure seamless execution of transactions.

What you’ll do:

• Proactively work with lines of business, credit, operations, and finance teams to develop new So Fi Products. Analyze portfolio/collateral characteristics, economic analysis, and any other information to support capital markets execution.

• Lead diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring collaborating with finance credit and accounting teams.

• Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.

• Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.

• Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.

What you’ll need:

• 2+ years of relevant experience desired

• BS/BA in business, finance, accounting, economics or similar technical field

• Excellent analytical skills attention to detail organization and project management skills

• Ability to thrive in fast-paced, ambiguous environments with a bias toward action

• Strong ownership and proactive problem-solving mindset

• Effective story telling and expertise in presentation skills (Microsoft Google Suites) leveraging AI tools

• Ability to manage multiple priorities and clear communication and cross-functional collaboration

• Intellectual curiosity and strong interest in fintech, products, and capital markets

• Strong verbal and written communication as well as technical and organizational skills

• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives

• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, 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](https: //sofietyinfo.sofi.com/sofi-benefits) page!

So Fi 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.

New York applicants: Notice of Employee Rights

So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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 accommodations@sofi.com.

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.