Aimed at mid-level finance professionals with 5+ years in capital management or treasury, comfortable with building complex financial models from scratch.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from SoFi
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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
We are looking for a Manager of Capital Management to join our Corporate Treasury team. You will lead the development and execution of our end-to-end Capital Stress Testing framework, a critical process for how SoFi Bank and the consolidated entity manage and forecast capital adequacy.
Critical to success in this role is the ability to independently drive complex projects forward and exercise strong problem-solving skills in an evolving environment.
What you’ll do:
Design and build a multi-year capital stress testing framework (e.g., CCAR/DFAST-style) to evaluate the firm's capital adequacy under adverse economic scenarios
Drive the end-to-end capital planning and stress testing lifecycle, integrating baseline forecasting, stress testing and scenario analysis
Partner cross-functionally with risk, strategic finance, and business units to drive capital planning and stress testing results, including the integration of new products
Develop methodologies for translating macroeconomic scenarios into financial impacts on the balance sheet and P&L
Execute strategic projects related to capital management, including evaluating capital actions and supporting potential capital markets activity or debt issuances
Prepare high-visibility reporting and materials for senior management and the Board of Directors
What you’ll need:
5+ years of related experience, ideally in Capital Management, Treasury, or Financial Risk Management within a bank or fintech
Deep understanding of regulatory capital frameworks and balance sheet dynamics
Experience building and owning complex financial models from scratch
Advanced proficiency in Excel, PowerPoint, and Google Docs/Sheets/Slides. Experience with Empyrean ALM is a plus
Proven ability to prepare and present complex quantitative information to senior decision-makers
Collaborative working style and demonstrated ability to build strong cross-functional relationships
Inquisitive nature, attention to detail, diligence, and a missionary attitude
Bachelor's degree in Economics, Finance, Mathematics, or a related quantitative field; CFA or FRM preferred
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 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 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.
Source: SoFi careers