Associate, Capital Management

  • Full Time
  • Remote, CA-San Francisco, NY-New York City, UT-Salt Lake City
  • Mid Level

Website SoFi SoFi

Shape a brighter financial future with us!

The role

SoFi is seeking an Associate to join SoFi’s Corporate Treasury team. The candidate will be responsible for monitoring, managing and optimizing the firm’s internal and regulatory capital levels.

Working closely with various internal stakeholders, this member of the SoFi Treasury team will also play a key role in establishing and managing a capital stress test framework.

This role requires someone who will be able to work collaboratively with various teams and divisions of the firm to become a trusted partner in supporting daily BU activity & establish a robust capital management framework.

What you’ll do:

  • Support balance sheet management decisions through monitoring and allocation of Bank and Bank Holding Company capital levels
  • Forecast capital requirements by entity and business unit for regulatory and internal frameworks
  • Design and manage a capital stress framework; coordinating with relevant business unit and subject matter experts on key process inputs and governance.
  • Coordinate across business units to identify and propose capital efficiencies.
  • Interpret and implement capital and liquidity related FRB and OCC regulatory requirements
  • Partner with engineering, data, and other technical resources of the firm to streamline and automate Treasury processes

What you’ll need:

  • 3-5 years of work experience in treasury, capital management, or risk management disciplines at a regulated broker dealer or depository institution
    Bachelor’s degree in economics, finance, accounting, or related field; CFA, MBA, or FRM a plus
  • Understanding of bank and BHC capital stack, leverage assets, and risk weighted assets
  • Exposure to securitized assets and/or warehouse funding activities
  • Experience with data-driven executive reporting and analysis
  • Ability to identify and implement “quickest to market” work products and subsequent process improvements to reach target state capabilities
  • Strong analytical and problem-solving skills
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment

Nice to have:

  • Knowledge of Bank capital regulations (Basel III Capital Requirements, FRB/SR 15-19, FRB Enhanced Prudential Standards) a plus
  • Familiarity with data sourcing and analytics tools (e.g. Tableau, Alteryx, python, SQL)

Why you’ll love working here:

  • Competitive salary packages and bonuses
  • Comprehensive medical, dental, vision and life insurance benefits
  • Generous vacation and holidays
  • Paid parental leave for eligible employees
  • 401(k) and education on retirement planning
  • Tuition reimbursement on approved programs
  • Monthly contribution up to $200 to help you pay off your student loans
  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

*These benefits are only applicable to full time employees

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