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Associate – Investor Relations
Posted on 12/23/2022
Seattle, WA, USA • San Francisco, CA, USA • New York, NY, USA
Experience Level
Desired Skills
  • 1-3 years of relevant experience, preferably in an investor relations role at a public company and/or a research associate or analyst role at a sell-side equity research/buy-side investment firm or investment bank
  • A strong Microsoft Excel, PowerPoint and Word skill set; working knowledge of stock surveillance and market data tools like Bloomberg and Factset a plus
  • Excellent written and verbal communication skills with good attention to detail and an ability to effectively multi-task
  • A professional demeanor and ability to handle sensitive, non-public company information is critical
  • Work within IR to build and execute a best-in-class investor relations program
  • Collaborate on key messaging, communications, and media strategy; ability to create robust content which conveys the company's strategic vision in a consistent, concise and clear manner
  • Develop and execute critical materials for the quarterly earnings release process (e.g. press release, presentation, call Q&A prep) and other financial press releases, as well as senior management and Board presentations throughout the year
  • Create and maintain financial models and other data-intensive projects for ad-hoc requests from senior management
  • Monitor sell-side research analyst coverage of and earnings estimates for SoFi, as well as that of the peer group and broader FinTech industry; consistently track Consensus estimates
  • Perform competitive analysis and gather research to facilitate management and investor decision-making
  • Interact with other internal groups (Finance, Legal and Compliance, Business Units) to create presentations for management (internal and external)
  • Maintain accuracy of external Investor Relations website content and adding necessary information to SoFi public site
  • Assist with handling investor phone and email inquiries
Desired Qualifications
  • Bachelor's Degree in Finance, Accounting, Economics, or other relevant field
  • IR experience and fundamental knowledge of the earnings release and SEC disclosure processes preferred but not required

1,001-5,000 employees

Lender and financial services provider
Company Overview
SoFi’s mission is to help people reach financial independence to realize their ambitions.
  • 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.
Company Core Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.