Corporate Development Analyst
Core
Analytical Associate supporting sourcing, evaluation, and execution of acquisitions, strategic investments, and partnerships across SoFi's business units.
Role type
Associate Corporate Development Analyst
Builds
Investment memos, presentations, recommendations, and detailed financial models for executive leadership and the Board.
Domain
Financial services / FinTech / M&A
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, valuation analysis, due diligence, market research, stakeholder coordination, project management, data synthesis, financial reporting
Preferred skills
FinTech experience, full-cycle M&A track record, financial research tools (SNL, Bloomberg, Factset)
Technologies
Excel, PowerPoint, Google Docs/Sheets/Slides
Responsibilities
Assist in sourcing, qualification, rationale, pitch, modeling, due diligence, closing, and integration of transactions; Build pro forma financial models and accretion/dilution analyses; Collaborate on due diligence data gathering and risk assessment; Research potential targets and industry developments; Prepare investment memos and presentations for senior leadership; Support ad-hoc strategic initiatives like new business line evaluations.
Seniority
Associate, hands-on IC