企业开发分析师
Corporate Development Analyst
[**员工申请者隐私通知**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**关于我们：**
与我们一同塑造更光明的财务未来。
与我们的会员一起，我们正在改变人们思考和与个人财务互动的方式。
我们是一家新一代的金融服务公司和国家银行，利用创新的、以移动设备为先的技术，帮助数百万会员实现他们的目标。行业正在经历前所未有的转型，而我们正处于最前沿。我们自豪地每天来到工作岗位，知道我们的工作对人们的生活有直接影响，我们的核心价值观始终指引着我们每一步。**加入我们，投资你自己、你的职业生涯和金融世界。**
**职位描述：**
我们正在寻找一位分析能力强且注重细节的助理，加入我们的企业拓展团队。在此职位中，你将积极参与团队在所有SoFi业务单元中进行的收购、战略投资和合作机会的获取、评估和执行，以帮助公司实现其雄心勃勃的目标。该职位提供了发展和精进财务建模技能的机会，学习关键的并购流程，并接触跨职能项目，同时由经验丰富的团队成员进行指导。
**你将负责：**
- 与企业拓展团队、高管领导和SoFi各业务单元负责人密切合作，识别、评估并执行符合公司增长目标的战略交易
- 接受企业拓展领导团队的定期反馈和指导，以确保准确性和与业务目标的一致性
- 交易评估与执行
- 在交易的各个方面协助企业拓展团队，包括以下每个阶段：获取、资格审查、初步理由和提案、财务建模和估值、尽职调查、收购和战略投资的交割和整合活动
- 支持撰写投资备忘录、演示文稿和建议，供团队向高管领导层和董事会展示
- 财务建模与估值
- 参与并构建详细的财务模型，包括自下而上的长期财务预测和估值分析（例如折现现金流、可比公司分析、各部分之和、回报模型），以预测目标在不同情况下的表现
查看英文原文
[**Employee Applicant Privacy Notice**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**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 seeking an analytical and detail-oriented Associate to join our Corporate Development team. In this role, you will be an active participant in the Team’s sourcing, evaluation and execution of acquisitions, strategic investments, and partnership opportunities across all of SoFi’s business units to help the company achieve its ambitious goals. This role offers the opportunity to develop and refine financial modeling skills, learn key M&A processes, and gain exposure to cross-functional projects, all while being mentored by experienced team members.
**What You’ll Do:**
- Work closely with Corporate Development team, executive leadership, and business unit leads across SoFi to identify, evaluate, and execute strategic transactions aligned with the company’s growth ambitions
- Receive regular feedback and direction from the Corporate Development leadership team to ensure accuracy and alignment with business objectives
- Transaction Evaluation & Execution
- Assist the Corporate Development team throughout all aspects of a transaction, including during each of the following stages: sourcing, qualification, initial rationale and pitch, financial modeling and valuation, due diligence, closing and integration activities for acquisitions and strategic investments
- Support the development of investment memos, presentations, and recommendations for the Team to present to executive leadership and the Board
- Financial Modeling & Valuation
- Contribute to and build detailed financial models including bottoms-up long term financial projections, and valuation analyses (e.g. discounted cash flow, comparative companies, sum-of-the parts, returns models) to forecast targets’ performance under various scenarios
- Build pro forma financial models including pro forma income statements and balance sheets, as well as evaluate and determine accretion / dilution analysis and purchase price accounting implications
- Due Diligence Process
- Collaborate with internal teams to gather information needed for due diligence, ensuring data is collected accurately and in a timely manner
- Contribute to the overall evaluation of the potential target or partner
- Synthesize and communicate initial findings including risks and considerations to the rest of the Team to support the formation of risk-mitigation strategies
- Market & Competitive Analysis
- Explore and research potential new partners or targets, as well as potential industry disruptions, from variety of sources
- Stay apprised of broader industry developments such as competitive landscape and changing technologies
- Stakeholder Coordination
- Begin to develop and maintain relationships with internal and external stakeholders, including target companies, industry experts, investment banks, and advisors
- Strategic Initiatives and Special Projects
- Support ad-hoc projects across the organization, such as evaluating new business lines, product expansions, international market entries, divestitures or expense management initiatives
- Prepare and present high-level updates and analyses to Corporate Development team and senior leadership, facilitating data-driven decision-making
- Show up as a positive culture carrier aligned with our values, driving inclusiveness, belonging and mentorship within and outside of Corporate Development
**What You’ll Need:**
- **Education:** Bachelor’s degree in Economics, Finance, Business, Accounting or a related field
- **Experience**: 2+ years of experience in investment banking, management consulting, private equity, venture capital, strategic finance, or a corporate development function
- **Analytical & Technical Skills**:
- Strong analytical skills, experience performing financial, valuation and quantitative data analyses, and familiarity with accounting & key operational metrics
- Advanced proficiency in Excel, PowerPoint
- Advanced proficiency in Google Docs/Sheets/Slides
- **Project Management & Collaboration**:
- Strong project management skills with the ability to manage time-sensitive projects (such as in a deal execution environment)
- Collaborative working style with demonstrated ability to build strong inter-team and cross-functional relationships
- Strong organizational skills - history of balancing competing priorities with the ability to adapt to the changing needs of the business while meeting deadlines
- Willingness to embrace and work productively in unstructured and ambiguous environments
- **Communication**:
- Strong communication and presentation skills in financial environments, with experience preparing and presenting information to key decision makers and executives
- Excellent written and verbal communication skills, including the ability to present complex information clearly to stakeholders
- **Adaptability**: Comfortable with ambiguity, able to pivot quickly based on new information, and eager to learn in a fast-paced environment
- **Culture Carrier**:
- Alignment with SoFi’s mission and core values
- Team player or athlete mentality to run after and solve problems, eager to learn and contribute to the Corporate Development team
- Strong interest in global FinTech and adjacent financial services competitive landscape
**Nice to Have:**
- Experience working in FinTech, financial services, banking, or other closely related industryTrack record of contributing to full-cycle M&A or investment processes Experience with financial research tools such as SNL, Bloomberg, and/or Factset
**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](https://sofietyinfo.sofi.com/sofi-benefits)** 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](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf)
##### 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.](mailto:accommodations@sofi.com)
##### We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico 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.