Full-Time

Investor Relations Lead

Posted on 1/16/2025

SoFi

SoFi

1,001-5,000 employees

Offers diverse personal finance solutions

No salary listed

Expert

Company Historically Provides H1B Sponsorship

San Francisco, CA, USA + 3 more

More locations: Reston, VA, USA | New York, NY, USA | North Carolina, USA

Remote work is not accommodated from Hawaii or Alaska.

Category
Asset Management
Investment Banking
Finance & Banking
Required Skills
Market Research
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 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)
Responsibilities
  • 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.
Desired Qualifications
  • 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.

SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Its offerings include home loans, personal loans, student loan refinancing, credit cards, and investment options, along with financial and estate planning services. SoFi's platform is designed to be user-friendly and mobile-first, making it easier for over 7.5 million members to access and utilize these services. Unlike many traditional financial institutions, SoFi combines multiple financial products under one roof, encouraging users to engage with various services, which helps the company generate revenue through interest and fees. The goal of SoFi is to create a welcoming environment that empowers individuals to improve their financial health and make informed financial decisions.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital financial services aligns with SoFi's mobile-first strategy.
  • The rise of BNPL services presents expansion opportunities for SoFi in consumer credit.
  • Growing interest in sustainable investing allows SoFi to develop new investment products.

What critics are saying

  • Increased competition from digital-only banks could erode SoFi's market share.
  • Rising interest rates may reduce demand for SoFi's lending products.
  • Volatility in the FinTech IPO Index could affect SoFi's stock performance.

What makes SoFi unique

  • SoFi offers a comprehensive suite of financial products under one platform.
  • The company uses a mobile-first approach to enhance user experience and engagement.
  • SoFi integrates financial education and planning into its services for holistic financial management.

Help us improve and share your feedback! Did you find this helpful?

Benefits

You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.

Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.

Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

0%

2 year growth

0%
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