SoFi · 3 days ago
Investor Services Analyst, Capital Markets
San Francisco, CA
Internship
Onsite
Intern, Entry Level
$54K/yr - $102K/yr
0+ years expSoFi is a next-generation financial services company and national bank that is changing the way people think about personal finance. The Investor Services Analyst will gain hands-on experience in structured finance and asset-backed securities while ensuring compliance and transparency in financial operations.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Knowledge of finance regulations and the evolving financial landscape. Proven ability to synthesize complex data sets into clear, actionable risk reports with attention to detail
Perform a comprehensive internal self-audit program to proactively identify vulnerabilities before they reach external stakeholders
Collaborate internally to produce a Risk Self-Assessments (RSA) that provide a transparent view of the department's risk profile
In partnership with internal and external partners, remediations and implementing long-term structural controls
Support the investor services reporting by conducting research, organizing data, and preparing presentation materials for management review
Ability to synthesize complex data sets into clear, actionable risk reports with meticulous attention to detail
Monitor department-level and investor performance-level triggers/breaches, ensuring immediate escalation and resolution
Other ad hoc support as needed requested relating to whole loan sales, asset backed securitizations, new products, securities financing, unsecured lines of credit, and any other future financing initiatives of the company
Qualification
Required
You have graduated and your highest level of education is only a Bachelor's Degree in business, finance, accounting, economics or similar technical field (Spring 2025 / December 2025 New Grads or within 1 year of graduation)
You are available to start working immediately in February 2026
No more than 12 months of professional full-time work experience (excluding internships and research assistant roles)
Experience with audit engagement planning, executing, and reporting
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 and investor services
Preferred
Knowledge of SQL, Snowflake and other modeling software
Demonstrated involvement in school clubs or prior internships
External audit, internal audit, or related experience working in a financial institution with knowledge of general and technology internal controls, risk management, and/or consumer regulatory compliance (FINRA, OCC, FRB, etc.)
Benefits
Personalized Mentorship Program
Fully stocked kitchen (snacks & drinks)
Access to senior leadership, including round tables with executives across all functions of SoFi
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
2026-02-03
2026-02-03
Company data provided by crunchbase