Capital Markets Transactions Manager

SoFi SoFi · Fintech · New York, NY · Capital Markets

SoFi is seeking a Transactions Manager for their Capital Markets team to manage the asset-backed securitization transaction program. This role involves selecting loan pools, optimizing structures, preparing marketing materials, coordinating with internal and external parties, and negotiating transactional terms. The manager will also collaborate with various internal teams and external stakeholders like investors, lenders, and rating agencies. Experience with retail tokenization, lending products, and ABS data sets are a plus.

What you'd actually do

  1. Manage the broadly syndicated asset-backed securitization transaction program across SoFi Products, including (but not limited to) selecting and optimizing loan pools, optimization of structures, preparing and reviewing marketing materials, managing internal reporting needs,coordinating with multiple counterparts, and additional quantitative and qualitative analyses and content delivery for a variety of audiences.
  2. In partnership with internal and external counsel, review and negotiate transactional terms through to execution.
  3. Collaborate and provide strategic support to internal stakeholders such as credit, legal, engineering, product, treasury, accounting, servicing and finance.
  4. Assist with the content preparation, communication, correspondence, and due diligence processes for external stakeholders including investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
  5. 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.

Skills

Required

  • 8+ years of relevant experience
  • Capital markets and ABS execution experience
  • BS/BA in business, finance, accounting, economics or similar technical field
  • Strong verbal and written communication skills
  • Strong technical and organizational skills
  • Strong analytical skills with attention to detail
  • Ability to read and interpret financial contracts
  • Knowledge of core documents and industry standard/best practices in transactional terms
  • High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)

Nice to have

  • Experience with retail tokenization
  • Previous experience with lending or consumer credit products (mortgages, student loans, credit cards, personal loans, etc.)
  • Previous experience with asset-backed securitization data sets (Bloomberg, Intex, DV01, etc.)