Senior Investor Relations Manager, SoFi
$128-220k
+ Bonus
Mobile & online personal finance services
Open for applications
Mobile & online personal finance services
1001+ employees
Open for applications
$128-220k
+ Bonus
1001+ employees
Company mission
To help people reach financial independence to realize their ambitions.
Role
Who you are
- 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
What the job involves
- 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
- 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
- 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
Our take
SoFi started by offering ways for students to secure better financial terms on their loans, and now offers a huge range of personal finance products, including bank accounts, loans, mortgages, investment advice, and investment opportunities. Many customers find they have to go to multiple financial service providers to meet all their finance needs, but SoFi overcomes this issue by putting it all in one place.
Its goal, to cover all the financial bases, sets them apart from many of the traditional banks and even some of their digital competitors, such as Avant, which has chosen to focus on providing credit alternatives. Although it is operating in a competitive market with a lot of big players such as Monzo, Revolut, and Starling, the company has managed to raise huge amounts of funding to support its rapid expansion.
SoFi has focussed on global expansion, moving outside the US, and has made a series of acquisitions to support this - including a Hong Kong-based investment app called 8 Securities. After going public on the New York Stock Exchange via a SPAC merger in June 2021, the company has continued to evolve and release more mission-oriented services into its roster, and strengthened its lending capabilities through a $350 million post-IPO loan. To date, the company has sold over $15 billion in personal loan collateral and continues to strengthen its offering.
Kirsty
Company Specialist
Insights
Few candidates hear
back within 2 weeks
7% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jan 2021
$369.9m
LATE VC
May 2019
$500m
GROWTH EQUITY VC
Total funding: $2.7bn
Company benefits
- Comprehensive health, vision, dental, life insurance, and disability benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs, up to $5,250 per year
- 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
- Flexible time off
- Fertility and family planning options
- Free financial classes
Company values
- Put our member's interests first – if we take care of our members' interests, it will best serve our interests.
- Run after problems – we must build a culture of people who run after problems in order to ensure we execute with excellence and “things” do not fall through the cracks.
- Embrace diversity, everyone should feel welcome, included and able to contribute – diversity is a differentiator and our team should reflect society. We should continue to encourage and celebrate diversity.
- Get to the truth and make principle-based decisions – we can only make the best decisions if we have the right data, all of the perspectives, and if we align on the guiding principles.
- Make your footprint bigger than your foot – selfless acts are critical to elevate beyond the impact of our collective individual efforts.
- Do the right thing, if you're not sure, do the harder thing – our business is built on trust and integrity, which requires both adhering to the letter of the law and regulations and doing the right thing for the company and our members..
- Set ambitious goals, be gritty, be accountable - we must hold ourselves and others accountable for delivering our business objectives, for our culture, and for our member.
- Take care of other people and help them grow - our people are our greatest differentiator, if we take care of our people, they will take care of our members.
- Iterate, learn, innovate - we are all responsible for innovation and we must embrace data-driven decisions.
- Be SoFi missionaries - our products, our services, our brand, and our business must be durable over the long term to achieve our mission—be a missionary.
- Don’t forget to smile - our ambition is contagious: it makes us smile to see people inside and outside of SoFi succeed.
Company HQ
The East Cut, San Francisco, CA
Articles
Leadership
Anthony Noto
(CEO)Graduated from the U.S. Military Academy after being a telecommunications officer and captain in the U.S. Army. Has worked as Head of Gobal Telecommunications, Media and Technology at Goldman Sachs, been the COO of Twitter, and also the CFO of the National Football League.
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