Employee Applicant Privacy Notice
Who We Are
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 an Analyst to join our Investor Services vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance, asset-backed securities and loan sale transactions that support SoFi’s Capital Market programs. The Analyst will play a critical support role in reporting and portfolio reviews across a variety of platforms. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to develop a deep understanding of structured finance, asset-backed securities, loan markets, and capital strategy within a fast-growing fintech platform.
What You’ll Do
- Support the investor services transactions by coordinating data, materials, and communications across internal teams and external counterparties.
- Review transactions and determine if aligned with internal risk and controls
- Support the investor services reporting by conducting research, organizing data, and preparing presentation materials for management review.
- Assist in reviewing legal documentation, coordinating with audit firms, bank counterparts throughout the transaction process.
- Perform analytical support for deal databases, trigger and concentration tracking and transaction performance tracking.
- Monitor capital markets activity and peer issuance to help inform team perspectives on market trends, spreads, and investor sentiment.
- Contribute to process improvements by identifying ways to enhance reporting accuracy and data management efficiency.
- 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
- You will have recently graduated and your highest level of education is only a Bachelor’s Degree (Spring 2025 / December 2025 New Grads or within 1 year of graduation)
- You are available to start working immediately in January 2026
- No more than 12 months of professional full-time work experience (excluding internships and research assistant roles)
- Bachelor's degree in business, finance, accounting, economics or similar technical field; demonstrated involvement in school clubs or prior internships, a plus.
- Excellent work ethic and eagerness to take ownership of projects and contribute to team goals
- Strong analytical and quantitative skills with close attention to detail
- Clear and professional communication skills, with the ability to synthesize complex information effectively
- Highly organized and capable of managing multiple tasks in a fast-paced, transaction-driven environment
- High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)
- Knowledge of SQL, Snowflake and other modeling software, a plus
- Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets and investor services
Why You'll Love Working Here
> Internship Benefits: View Link
> Full Time University Grad Benefits: View Link
Internship Highlights Include
In addition to a unique and challenging professional experience, interns will also receive perks such as invites to Member events, and more!
- Personalized Mentorship Program
- Fully stocked kitchen (snacks & drinks)
- Access to senior leadership, including round tables with executives across all functions of SoFi
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
