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Innovation Endeavors
Innovation Endeavors

Senior Manager, Investor Relations



San Francisco, CA, USA · New York, NY, USA
Posted on Thursday, June 27, 2024

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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

As a Senior Manager on the Investor Relations team, you’ll work with a talented and driven team to build, iterate, and execute a world-class strategic and proactive communications effort with the investment community. You’ll help lead the development and execution of all pertinent Street events throughout the year, including quarterly earnings calls, industry conferences, analyst and investor meetings, Board and Annual meetings, as well as internal events such as quarterly earnings reviews and other All Hands meetings. This role requires both being deep in the weeds with our filings as well as strategically delivering the way in which we best communicate our accomplishments, operating results and opportunities to the investor community. You’ll partner with amazing people across our Finance organization and throughout the entire company to ensure SoFi’s investors and employees have the information they need to truly appreciate SoFi’s value proposition.

What You’ll Do

In this role, you will be challenged to help drive and support the success of SoFi as we build our brand through a comprehensive Investor Relations strategy. You will:

  • Collaborate with the VP, Investor Relations and Strategic Initiatives, CFO and others in developing, maintaining and enhancing SoFi’s relationship with sell-side and buy-side counterparts.
  • Maintain and enhance SoFi’s valuation models and develop a deep understanding of the market’s perception of SoFi.
  • Gather and assess market intelligence from equity research and investor engagement.
  • Develop strong company and sector expertise to understand strategic, operational and financial developments at SoFi and the ongoing evolution in the Financial and Technology industry.
  • Develop strong relationships within the Finance org as well as cross-functional teams including Communications, Legal, Marketing, and our Business Units whose functions are important to SoFi’s public positioning.
  • Support preparation of internal and external materials to facilitate management discussion and analysis of key financial and business performance indicators including quarterly earnings, roadshows, conference speaking engagements, presentations, management briefings and other relevant public company documents and events.
  • Contribute to a seamless quarterly earnings process including:
    • Assist with developing key quarterly messaging and drafting earnings press release, script and conference call presentation A to ensure management alignment and consistency
    • Prepare variance analysis of analyst earnings models
    • Assist in managing third-party providers and vendors to schedule earnings conference call and webcast
    • Work closely with Communications team to draft and distribute earnings call announcement, press release, and develop quarterly production schedule
  • Understand current and evolving ESG policies expected by public investors and support the production of SoFi’s annual ESG report.
  • Be prepared for any number of unexpected demands in the incredibly dynamic operating environment that SoFi occupies.

What You'll Need

  • Interest in the FinTech industry and/or Banking, Finance, Accounting
  • Bachelor’s or Master's/MBA degree in Finance, Economics, Accounting, Public Relations or a related field
  • CFA designation a plus
  • At least 12 years experience operating in an investor relations professional environment
  • Understanding of finance principles and economics to inform modeling, valuation processes, market factors, competitors and industry trends
  • Strong analytical abilities
  • Excellent oral and written communication skills, including experience presenting to investors and sell-side analysts
  • Ability to work across multiple projects, find efficiencies, refine processes, and iterate
  • Comfortable with G-suite and/or Microsoft Office (specifically Excel and Google Sheets) and working with large data sets
  • Mission driven, intellectually curious, goal oriented
  • Strong social and leadership skills
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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 embracing diversity. 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.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.