Analyst

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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 Transaction Development vertical within the Capital Markets team. This role offers a unique opportunity to gain hands-on experience across structured finance and loan sale transactions that support SoFi’s Loan Platform Business and Private Credit programs. The Analyst will play a critical support role in transaction development, investor engagement, and market analysis. This position is ideal for a motivated professional who is detail-oriented, analytical, and eager to develop a deep understanding of structured finance, loan markets, and capital strategy within a fast-growing fintech platform.

What You’ll Do

• Support the execution of structured finance and loan sale transactions by coordinating data, materials, and communications across internal teams and external counterparties.
• Assist in preparing investor presentations, marketing materials, performance summaries, and transaction documentation for investor education and due diligence processes.
• Maintain and update internal databases that track investors, transaction activity, pricing levels, and market trends.
• Perform analytical support for deal pricing, investor allocations, and transaction performance tracking.
• Monitor capital markets activity and peer issuance to help inform team perspectives on market trends, spreads, and investor sentiment.
• Collaborate with Finance, Accounting, and Data teams to compile inputs for forecasting and performance reporting related to loan sale and structured finance programs.
• Support the development of new funding or program structures by conducting research, organizing data, and preparing presentation materials for management review.
• Assist in tracking transaction economics and key performance metrics to inform execution strategies and post-trade analysis.
• Contribute to process improvements by identifying ways to enhance reporting accuracy, investor communication, and data management efficiency.
  
  

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
• Strong interest in capital markets, structured finance, and financial technology, with a desire to learn and grow within a dynamic environment
• 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)
• Self-starter mindset with intellectual curiosity and the drive to develop expertise in capital markets execution and investor engagement
• Experience with Python, SQL, Snowflake, VBA and Tableau are a plus
  
  

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 [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.