Associate, Competitive Strategy

The role:

The Competitive Strategy Team provides Executive Management with strategic insights to advance SoFi’s strategy of being the one-stop shop for financial services and its mission of helping members get their money right. As an Associate on the Competitive Strategy team, you will monitor the competitive and macroeconomic landscapes, and you will develop thoughtful analysis to present to leaders from across the business. This position will put you at the heart of the company, working on high priority efforts, identifying opportunities to advance the business and solve challenges that arise. You will develop an expert understanding of the financial services and technology industries and build a strong network across the company. To be successful in this role, you will draw from your creative thinking, problem solving and financial skills as well as your attention to detail and high degree of ownership.

What you’ll do: 

• Monitor and analyze industry, competitor and macroeconomic trends and advancements
• Become an expert on SoFi’s business model and product offerings
• Develop thoughtful analysis and recommendations for management
• Calculate and analyze market sizing to influence the company’s strategy
• Work closely with Investor Relations on the company’s communications strategy
• Help prepare materials for both internal and external presentations
• Provide quarterly coverage of competitor earnings, conferences, and news

What you’ll need:

• 2+ years of work experience in a top-tier consulting firm, investment bank, sell-side research firm, buy-side investment management research firm, or high growth business in an analytical capacity
• Familiarity with financial services and/or consumer technology companies in private and/or public sector
• Excellent verbal and written communication skills with ability to distill information into clear takeaways
• An ability to build strong cross functional relationships and to work collaboratively with a variety of stakeholders
• Inquisitive nature, strong attention to detail and a positive, problem-solving attitude
• Strong analytical, organizational skills and project management skills
• Deep expertise in Microsoft Office and Google Suite
• Ability and willingness to work on periodic time-sensitive projects that may require attention outside of typical business hours
• Bachelor’s Degree in Finance, Accounting, Economics, or other relevant field