Investor Relations Associate, SoFi
$73.6-138k
+ Bonus
Mobile & online personal finance services
Job no longer available
Mobile & online personal finance services
1001+ employees
Job no longer available
$73.6-138k
+ Bonus
1001+ employees
Company mission
To help people reach financial independence to realize their ambitions.
Role
Who you are
- 2-3 years of relevant experience in a dynamic, fast-paced environment
- Exceptionally strong attention to detail, organizational skills and project management skills; ability to balance multiple priorities
- Excellent verbal and written communication skills
- An ability to build strong cross functional relationships and to work collaboratively with a variety of stakeholders
- A professional demeanor and ability to handle sensitive, non-public information
- Team player with a positive attitude
- Ability and willingness to work on periodic time-sensitive projects that may require attention outside of typical business hours
- Strong Google Suite and Microsoft Office skills
- Bachelor’s Degree in Finance, Accounting, Economics, or other relevant field
- Investor relations experience is a plus
What the job involves
- We are setting out to build a best-in-class Investor Relations function at SoFi
- This means providing clear, insightful communications to the financial markets and delivering exceptional service to our investors, analysts and executive management team
- As an Associate on the Investor Relations team, you will be the engine that makes our team run with maximum efficiency
- This unique position will put you at the heart of the company, offering the opportunity to learn about the company’s strategy and mission and to work with colleagues at all levels from across the organization
- You will develop an understanding of financial markets and interact with the company’s investors and analysts
- To be successful in this role, you will draw from your exceptional organizational and project management skills, your strong written and verbal communications skills, and your high degree of ownership and personal accountability
- Work with the Head of Investor Relations to build and execute a best-in-class investor relations program
- Plan and coordinate investor meetings, roadshows and other unique events
- Create meeting preparation documents for executive management and ensure meetings run smoothly
- Take ownership of team processes and operations and identify opportunities to be more efficient
- Manage the investor relations calendar and inbox, assisting with responses to investor inquiries
- Maintain company’s shareholder List
- Assist with regulatory filings and disclosures
- Support the production of materials including content development and ensuring all information is accurate
- Interact with other internal groups including Finance, Legal and Compliance and Business Units as well as executive assistant and chiefs of staff
- Maintain accuracy of external Investor Relations website content and adding necessary information to SoFi public site
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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