Capital Markets Senior Manager, Loan Platform Business

Capital Markets Manager, Loan Platform Business

We are seeking a dedicated professional within Capital Markets to lead the expansion and optimization of our Loan Platform Business and Private Credit transactions. This role will serve as the central connection point between institutional investors and internal partners across Finance, Operations, Product, and Legal.

As a key driver of our capital markets initiatives, you will enhance investor relationships, deepen transaction efficiency, and support the continued growth of our platform.

$/yr – $/yr

• Develop and maintain strong relationships with institutional investors across the Loan Platform Business and Private Credit programs.
• Lead investor education and diligence processes, including preparation of marketing materials, performance updates, transaction summaries, and structural considerations.
• Develop and negotiate deal terms to optimize execution and alignment with business objectives.
• Serve as a key point of contact for investor communications and coordinate timely responses across internal teams.
• Partner with the Transaction Execution team to plan and manage quarterly loan sale schedules, ensuring alignment between investor demand and available loan supply.
• Collaborate with Finance and Accounting teams to forecast sales activity, track performance against plan, and analyze key revenue drivers.
• Evaluate transaction economics to inform pricing, volume, and investor participation strategies.
• Maintain visibility into product structures, pricing frameworks, and yield impacts across the Loan Platform Business and Private Credit programs.
• Support design and launch of new program structures through modeling, scenario analysis, and go-to-market planning.
• Identify opportunities to enhance investor offerings, streamline processes, and expand overall platform efficiency and reach.

• 8+ years of relevant experience in capital markets and structured finance.
• BS/BA in business, finance, accounting, economics, or a similar technical field.
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives.
• Strong verbal and written communication as well as technical and organizational skills.
• Strong analytical skills with attention to detail.
• Ability to read and interpret financial contracts and knowledge of core documents and industry best practices in transactional terms.
• High proficiency with Microsoft Office and Google suites (Excel, PowerPoint, Sheets).
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset‑backed securitization data sets a plus:
  Bloomberg, Intex, DV01, etc.

To complement your base pay, SoFi offers a comprehensive benefits package that includes health, dental, and vision coverage; a competitive 401(k) plan with company match; generous paid time off; and flexible work arrangements. Detailed information is available on our Benefits page.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other basis protected by applicable state or federal law. The company also considers qualified applicants with arrest and conviction records per the San Francisco Fair Chance Ordinance and complies with New York applicant rights.

If you need accommodations during the application process, please contact

If you are a current employee, please use our internal job board for open roles. This posting is for external applicants only.