Corporate Development Analyst

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About the role

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 te

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