Investor Services Analyst, Capital Markets
$54400/y-$102000/y
SoFia day ago
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OnsiteInternEntry
Summary
SoFi is seeking an Investor Services Analyst to join their Capital Markets team in San Francisco, CA. The role involves gaining hands-on experience in structured finance, asset-backed securities, and loan sale transactions while ensuring compliance and operational execution.
About the Role
As an Investor Services Analyst, you will be responsible for synthesizing complex data into actionable risk reports, performing internal audits, collaborating on risk assessments, and supporting investor services reporting. You will monitor performance triggers and provide ad hoc support for various financing initiatives.
About You
Required:
- Bachelor's Degree in business, finance, accounting, economics, or a similar technical field.
- No more than 12 months of professional full-time work experience (excluding internships).
- Experience with audit engagement planning, executing, and reporting.
- Strong analytical and quantitative skills with attention to detail.
- Proficiency in Microsoft Office and Google suites, particularly Excel and PowerPoint.
Preferred:
- Knowledge of SQL, Snowflake, and other modeling software.
- Demonstrated involvement in school clubs or prior internships.
- Experience in external or internal audit within a financial institution.
Benefits
- Personalized Mentorship Program.
- Fully stocked kitchen with snacks and drinks.
- Access to senior leadership and round tables with executives.
SoFi
SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more. CFL #6054612; NMLS #1121636 (www.nmlsconsumeraccess.org) Advisory services through SoFi LLC, a registered investment advisor. SoFi Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. SoFi Money™ is offered through SoFi Securities LLC, member FINRA/SIPC.
San Francisco, CA