Director, Capital Markets

  • SoFi
  • San Francisco, CA, USA
  • Sep 20, 2018
Full time Banking Finance

Job Description



About The Role

The Capital Markets Director will be responsible for refining and executing on SoFi’s funding strategy. You will manage the ecosystem of SoFi’s funding and transaction partners to deliver securitizations and loan sales into the market, often working through new ideas and deal structures to secure best economics for SoFi. The Capital Markets Director will also partner internally with the finance, engineering, data, operations, compliance, and risk teams to provide a markets/funding perspective on revenue forecasting, product strategy and operational requirements.

At SoFi, you’ll become part of a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be at the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products and soon to be launched SoFi money a modern take on a checking or savings account. As the company has grown, we’ve been able to help more people with these tools. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent.


We are looking for someone with strong analytical and organizational skills, and experience working in the financial services industry. This person will:

  • Structure, analyze and execute on securitizations, loan sales and other funding outlets to facilitate SoFi’s rapid origination growth
  • Manage the relationships with SoFi’s many funding and deal partners including investment banks, investors, rating agencies, lawyers and auditors
  • Partner with the distribution team to source and negotiate deal terms with prospective investors
  • Collaborate internally with product, finance, credit and operations teams to provide a capital markets perspective into the FP&A and business strategy processes
  • Prepare board and executive level presentations to guide business strategy decisioning and reporting
  • Manage the processes and technology infrastructure in place to support the capital markets function


  • Minimum of 3+ years in consulting or investment banking
  • Strong excel skills required and financial modeling skills preferred
  • Bachelor’s degree, preferably with math / business / finance / economics focus


  • Catered lunches, a fully stocked kitchen, and subsidized gym membership.
  • Competitive salary packages and bonuses.
  • A flexible vacation policy allows you to truly relax and reboot. 
  • Comprehensive health, vision, dental, and life insurance as well as disability benefits.
  • 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents. 
  • 401(k) and education on retirement planning. 
  • Tuition reimbursement on approved programs, up to $5,250 a year.
  • Monthly contribution to help you pay off your student loans.
  • Employee Referral Bonus Program