Capital Markets Senior Manager, SoFi
Loan Platform Business
$154.8-236.5k
This role is also eligible for a bonus and long term incentives
Mobile & online personal finance services
Open for applications
Mobile & online personal finance services
1001+ employees
Open for applications
$154.8-236.5k
This role is also eligible for a bonus and long term incentives
1001+ employees
Company mission
To help people reach financial independence to realize their ambitions.
Role
Who you are
- 10+ years of relevant experience desired, predominantly in capital markets and structured finance
- 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 - demonstrated experience presenting to internal and external stakeholders
- Advanced capital markets modeling expertise, with a deep understanding of complex securitization structures
- Strong business acumen with the ability to translate complex market trends into actionable strategies
- 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 asset-backed securitization data sets a plus: Bloomberg, Intex, DV01, etc
What the job involves
- We are seeking a dedicated professional within Capital Markets to lead the expansion and optimization of our Loan Platform Business and Private Credit transactions
- This role will serve as the central connection point between institutional investors and internal partners across Finance, Operations, Product, and Legal
- The successful candidate will drive investor engagement and education, coordinate loan sale execution, and align program economics with financial and strategic objectives
- This position plays a key role in scaling the platform by deepening investor relationships, enhancing transaction efficiency, and supporting the continued growth of our capital markets initiatives
- Cultivate high-level institutional partnerships with investors across the Loan Platform Business and Private Credit programs
- Lead investor education and diligence processes, including preparation of marketing materials, performance updates, transaction summaries, and structural considerations
- Lead complex negotiations and finalize deal structures that align with SoFi’s long-term capital strategy
- Serve as a key point of contact for investor communications and coordinate timely responses across internal teams
- Partner with the Transaction Execution team to plan and manage quarterly loan sale schedules, ensuring alignment between investor demand and available loan supply
- Collaborate with Finance and Accounting teams to forecast sales activity, track performance against plan, and analyze key revenue drivers
- Evaluate transaction economics to inform pricing, volume, and investor participation strategies
- Maintain visibility into product structures, pricing frameworks, and yield impacts across the Loan Platform Business and Private Credit programs
- Support design and launch of new program structures through modeling, scenario analysis, and go-to-market planning
- Design and implement scalable frameworks to improve platform-wide efficiency and investor support.
- Provide guidance, mentorship and professional development to team members within Capital Markets
Our take
SoFi started by offering ways for students to secure better financial terms on their loans, and now offers a huge range of personal finance products, including bank accounts, loans, mortgages, investment advice, and investment opportunities. Many customers find they have to go to multiple financial service providers to meet all their finance needs, but SoFi overcomes this issue by putting it all in one place.
Its goal, to cover all the financial bases, sets it apart from many of the traditional banks and even some of their digital competitors, such as Avant, which has chosen to focus on providing credit alternatives. Although it is operating in a competitive market with a lot of big players such as Monzo, Revolut, and Starling, the company has managed to raise huge amounts of funding to support its rapid expansion.
SoFi has focussed on global expansion, moving outside the US, and has made a series of acquisitions to support this - including a Hong Kong-based investment app called 8 Securities. After going public on the New York Stock Exchange via a SPAC merger in June 2021, the company has continued to evolve and release more mission-oriented services into its roster, and strengthened its lending capabilities through a $350 million post-IPO loan. To date, the company has sold over $15 billion in personal loan collateral and continues to strengthen its offering.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
7% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jan 2021
$369.9m
LATE VC
May 2019
$500m
GROWTH EQUITY VC
Total funding: $2.7bn
Company benefits
- Comprehensive health, vision, dental, life insurance, and disability benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs, up to $5,250 per year
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
- Flexible time off
- Fertility and family planning options
- Free financial classes
Company HQ
The East Cut, San Francisco, CA
Leadership
Anthony Noto
(CEO)Graduated from the U.S. Military Academy after being a telecommunications officer and captain in the U.S. Army. Has worked as Head of Gobal Telecommunications, Media and Technology at Goldman Sachs, been the COO of Twitter, and also the CFO of the National Football League.
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