Investor Relations Lead

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.

The role:

SoFi is seeking a Senior Manager/Director to join our Capital Markets team. In this role, you will draw on your extensive capital markets expertise, ideally honed in investment banking or related field, to cultivate and manage relationships with institutional investors. A key emphasis will be placed on leveraging your existing network to engage with capital markets participants across private and public markets. Your ability to build on established connections and deepen relationships will be critical in expanding the company’s presence within the investor community. 

The role will center on building a diverse and robust investor pipeline for broadly syndicated ABS transactions, private placements, structured finance products, and other debt instruments. To succeed, you must have proven experience working on private and broadly syndicated ABS transactions, demonstrating a deep understanding of market dynamics and investor preferences. You will collaborate closely with internal teams to craft strategies that align with investor demand and evolving market trends while fostering long-lasting partnerships that drive the company’s capital markets objectives. This is a unique opportunity for a highly connected and experienced professional to play a key role in shaping and expanding the company’s investor network.

What you’ll do:

• Cultivate and strengthen long-term relationships with both new and existing institutional investors, contributing to sustainable growth and funding opportunities.
• Lead ongoing investor activities, ensuring regular communication and updates with institutional investors, including conference attendance, virtual and physical roadshows, sales force presentations, one one-on-one meetings, and presentation preparation.
• Create pitch books and due diligence presentations to communicate the SoFi story, build brand confidence, and educate external stakeholders on key business drivers.
• Research and provide market color for potential loan sale opportunities.
• Stay informed on product initiatives and strategic growth opportunities, aligning SoFi’s offerings with market appetite and investor interests.
• Collaborate with credit and risk teams to gain a deep understanding of key performance indicators and product performance trends and forecasts.
• Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing, and finance.
• 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 you’ll need:

• 12+ years of relevant experience desired, primarily in capital markets and ABS execution
• BS/BA in business, finance, accounting, economics, or a 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
• 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.

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 page!

Pay range: $154,800 – $236,500

Payment frequency: AnnualThis role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.

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