Corporate Development Analyst

About SoFi

SoFi is a pioneering financial services company and national bank focused on transforming personal finance through innovative, mobile-first technology. We serve millions of members and are committed to positively impacting lives as we navigate the rapidly changing financial industry.

Role Overview

We are seeking a detail-oriented Associate for our Corporate Development team. This position involves supporting sourcing, evaluating, and executing acquisitions, strategic investments, and partnership opportunities across SoFi’s business units to support corporate growth targets. The role provides opportunities to hone financial modeling expertise, understand M&A processes, and participate in cross-functional projects under seasoned mentorship.

Key Responsibilities

• Collaborate with Corporate Development, executive leadership, and business unit leaders to identify and execute strategic transactions aligned with growth goals.
• Incorporate ongoing feedback from leadership to ensure precision and alignment with business objectives.
• Support all transaction phases including sourcing, qualification, rationale development, financial modeling, valuation, due diligence, closing, and integration.
• Develop investment memos, presentations, and recommendations for executive and Board reviews.
• Create detailed financial models such as long-term projections, discounted cash flow, comparative company analyses, sum-of-the-parts valuations, and returns models.
• Construct pro forma financial statements and assess accretion/dilution and purchase price accounting impacts.
• Coordinate due diligence by collaborating with internal teams to gather accurate, timely data and analyze potential targets or partners.
• Summarize findings including risks and considerations to assist in risk mitigation strategies.
• Research new partners, potential targets, industry disruptions, and monitor competitive and technological trends.
• Build and nurture relationships with internal stakeholders and external parties including target companies, industry specialists, investment banks, and advisors.
• Assist in strategic initiatives and special projects such as new business evaluations, product expansions, international entries, divestitures, and expense management.
• Prepare and deliver updates and analyses to senior leadership to enable data-driven decision-making.
• Champion a positive culture aligned with SoFi’s values by fostering inclusiveness, belonging, and mentorship within and beyond the Corporate Development team.

Required Qualifications

• Bachelor's degree in Economics, Finance, Business, Accounting, or a related discipline.
• Minimum 2 years' experience in investment banking, management consulting, private equity, venture capital, strategic finance, or corporate development.
• Strong analytical skills including financial, valuation, and quantitative analysis with familiarity in accounting and operational metrics.
• Advanced proficiency in Excel and PowerPoint as well as Google Docs, Sheets, and Slides.
• Proven project management capabilities to handle time-sensitive tasks effectively, especially in deal execution environments.
• Collaborative ability to build inter-team and cross-functional relationships.
• Excellent organization and adaptability to prioritize competing demands under evolving business needs.
• Excellent verbal and written communication skills to clearly present complex financial data to various stakeholders.
• Comfortable navigating ambiguous and rapidly changing environments with eagerness to learn.
• Strong alignment with SoFi’s mission and culture, including a team-oriented approach to problem-solving.
• Keen interest in global FinTech and adjacent financial industry dynamics.

Preferred Qualifications

• Previous experience in FinTech, financial services, or banking industries.
• Demonstrated involvement in full-cycle M&A or investment processes.
• Familiarity with financial research tools such as SNL, Bloomberg, or FactSet.

Compensation and Benefits

The base salary for this position will be determined based on individual qualifications such as experience, skills, and location. Comprehensive and competitive benefits are also provided.

Additional Information

SoFi is an equal opportunity employer committed to diversity and inclusion. Employment decisions are made without regard to protected characteristics. Qualified applicants with arrest and conviction records will be fairly considered pursuant to the San Francisco Fair Chance Ordinance. Reasonable accommodations are available for candidates with disabilities upon request. Remote work is not currently permitted from Hawaii or Alaska due to insurance restrictions. Current employees should apply through the internal job board rather than externally.