Capital Markets Transactions Manager

Employee Applicant Privacy Notice About SoFi SoFi is a national bank and financial services company focused on transforming personal finance. The company builds mobile-first tools that help millions of members reach their financial goals. SoFi values direct impact, innovation, and supporting both customers and employees as they navigate the financial landscape. Role Overview The Capital Markets Transactions Manager will join the Capital Markets team and play a key role in supporting SoFi's transaction activities. The position is based in New York, NY or San Francisco, CA. This role involves close collaboration with teams across capital markets, treasury, investor relations, legal, IT, and external partners such as broker-dealers and rating agencies. What You Will Do Manage the asset-backed securitization transaction program for SoFi Products, including selecting loan pools, optimizing structures, preparing marketing materials, and producing both quantitative and qualitative analyses for internal and external audiences. Work with internal and external counsel to review and negotiate transaction terms from initial discussions through execution. Support and coordinate with internal groups such as credit, legal, engineering, product, treasury, accounting, servicing, and finance. Help prepare communication materials, conduct due diligence, and manage correspondence with investors, lenders, rating agencies, and other external stakeholders. Provide additional support for whole loan sales, securitizations, new product launches, and other financing initiatives as needed.

Join Airwallex as Our Director of Corporate LegalAt Airwallex, we are revolutionizing the way global businesses handle financial transactions. As a unified payments and financial platform, we empower over 200,000 businesses worldwide—including industry leaders like Brex, Rippling, Navan, Qantas, and SHEIN—with integrated solutions for managing business accounts, payments, spend management, treasury, and embedded finance.Founded in Melbourne, our diverse team of over 2,000 innovative professionals operates across 26 offices globally. Valued at $8 billion and supported by top-tier investors such as T. Rowe Price, Visa, and Mastercard, we are on a mission to redefine the future of global banking. If you are ready to make a significant impact in your career, we invite you to join us.Our ValuesWe seek exceptional builders who are passionate about creating real change, eager to learn, and ready to take ownership of their work. Your expertise and sharp critical thinking will be vital as you contribute to our mission and embrace our core operating principles. You will thrive in a fast-paced environment, driven by curiosity and sound judgment, making decisions informed by first principles while balancing speed and thoroughness.You are collaborative and humble, adept at transforming innovative ideas into tangible products. By harnessing AI, you will work smarter and solve complex problems quickly. Here, you will face high-stakes challenges alongside extraordinary teammates, accelerating your career growth as we shape the future of global finance.About Our TeamThe Legal, Risk & Compliance (LRC) team at Airwallex is a dynamic group dedicated to maintaining the integrity of our operations. We are committed to fostering a culture of compliance and ethical conduct, guiding the company through the complexities of the global financial landscape. Our expertise helps identify and mitigate legal and compliance risks, ensuring our business thrives responsibly.Your ResponsibilitiesAs the Director of Corporate Legal, you will lead high-impact corporate transactions on a global scale. You will oversee the complete lifecycle of significant transactions, providing strategic legal guidance and ensuring compliance with all relevant regulations.

About FluidstackAt Fluidstack, we are at the forefront of building cutting-edge infrastructure for advanced intelligence. Collaborating with leading AI laboratories, governmental bodies, and enterprises—such as Mistral, Poolside, Black Forest Labs, Meta, and others—we strive to deliver computational capabilities at unprecedented speeds.Our mission is urgent: to realize Artificial General Intelligence (AGI). Our team is composed of highly motivated individuals committed to creating world-class infrastructure. We take pride in the outcomes we generate for our clients, treating their success as our own. If you are driven by a sense of purpose, dedicated to excellence, and ready to work diligently to propel the future of intelligence, we invite you to join us in shaping what’s next.About the RoleFluidstack is in search of an outstanding and seasoned Associate General Counsel to become a vital advisor to the General Counsel and executive leadership team. Your primary focus will be on corporate finance and strategic transactions, encompassing capital markets activities, mergers and acquisitions, and joint ventures.You will play a key role in supporting the company's financing strategies that facilitate our growth in AI and data center expansion, while optimizing long-term capital.Your responsibilities will include:Providing guidance on a variety of corporate, regulatory, and compliance issues, including entity formation, corporate governance, intercompany agreements, board and committee materials, investor transactions, and investigations.Collaborating with various functional groups within the company on corporate and commercial transactional matters, financing activities, treasury operations, business operations, and risk management.Overseeing strategic transactions, including joint ventures, from initial structuring and due diligence through to execution and integration.Translating intricate legal and regulatory concepts into actionable, straightforward advice for business leaders.The ideal candidate will thrive in a fast-paced environment, adeptly managing tight deadlines while producing insightful and high-quality work. You must possess strong organizational skills and a sense of ownership, enabling you to independently drive projects and assume full responsibility. As a collaborative team player, you should be innovative and adaptable in your problem-solving approach, enthusiastic about our business, and willing to embrace challenges as opportunities for growth.

Employee Applicant Privacy Notice About SoFi SoFi is a national bank and financial technology company focused on helping millions of members reach their financial goals. The team builds mobile-first solutions and aims to transform personal finance. Core values shape every decision, and the company is committed to making a lasting difference in people's lives. Role Overview: Project Manager, Capital Markets The Capital Markets Project Manager leads crucial initiatives from start to finish. This role suits someone who thrives on managing complexity, works well with cross-functional teams, and brings clarity to challenging financial projects. The position is based in New York, NY or San Francisco, CA. Expect to take full ownership of project lifecycles, from turning strategic ideas into actionable plans to ensuring projects finish on time and meet high standards. Strong documentation skills and clear communication are essential. The team values accountability and proactive leadership. Key Responsibilities Lead planning and execution for large Capital Markets projects, always keeping business goals in focus. Serve as the main point of contact between Capital Markets and both internal teams and outside partners, smoothing collaboration and resolving issues quickly. Translate strategic concepts and complex financial data into structured project plans, roadmaps, and execution strategies. Maintain thorough project documentation and governance, including meeting minutes, project charters, decision logs, and status updates. Develop and manage detailed project timelines, ensuring all stakeholders meet critical deadlines.

SoFi is a national bank and financial services company with a mission to transform personal finance. Millions of members use SoFi’s mobile-first platform to pursue their financial goals, all guided by a clear set of core values. Role overview The Capital Markets Structuring Manager leads structuring efforts within SoFi’s Capital Markets team. This position works at the intersection of several key groups, including capital markets, treasury, investor relations, legal, and IT. Regular interaction with external partners, such as broker-dealers, investors, and rating agencies, is also central to the role. The main responsibility is to design and execute structures for Capital Markets transactions. Success in this position means building effective deal structures and ensuring smooth execution from initial concept through completion. Collaboration Work closely with internal teams across the organization Coordinate with external stakeholders, including broker-dealers and rating agencies Locations New York, NY San Francisco, CA Frisco, TX Charlotte, NC Employee Applicant Privacy Notice

Join Lewis Associates as a Capital Markets Managing Attorney, where you will lead legal strategies in the dynamic capital markets sector. You will be responsible for providing expert legal guidance, managing complex transactions, and ensuring compliance with regulatory frameworks. This role is pivotal in shaping our clients' financial success through strategic legal counsel.

Stronghold is at the forefront of fintech innovation, redefining the movement of money with a commitment to security, transparency, and cutting-edge compliance. Our developer-friendly APIs facilitate rapid, secure bank payments and embedded payment solutions. The SHx token introduces enhanced utility within our ecosystem, offering benefits like merchant rewards, governance, and decentralized finance.We pride ourselves on being an AI-driven organization. At Stronghold, AI is not just a trend; it is essential to our operations. We seamlessly integrate AI tools across all departments—from product development and engineering to finance, marketing, compliance, and operations. This integration boosts our decision-making processes, enhances customer experiences, and empowers our teams to work more efficiently and creatively.Located in the vibrant San Francisco Bay Area, with a strong connection to New Zealand, we operate with a global perspective and local determination. Our team consists of diverse technologists, operators, and industry experts, united by a passion for curiosity and impactful work. At Stronghold, we prioritize speed over bureaucracy, substance over style, and innovation without ego.We embrace core values such as Self-Awareness, Good Judgment, Curiosity, Innovation, Clear Communication, High Impact, Boldness, Selflessness, Accountability, Honesty, and Grit.Role OverviewAs Stronghold enters an exciting phase of hyper-growth, we are seeking a visionary leader to head our SHx Markets vertical. The ideal candidate will possess extensive experience in capital markets and adeptly manage relationships with both crypto and traditional institutional participants. This position entails expanding the SHx markets infrastructure and driving efforts to cultivate market makers, onboard additional brokers, secure exchange listings, and establish key institutional partnerships. Collaborating closely with our dedicated SHx Markets team, this leader will focus on managing and enhancing SHx liquidity to foster utility and ensure the health of the SHx ecosystem. Our mission is to deliver fast, secure, and accessible financial services that promote digital asset efficiency and a robust crypto market. Achieving strong liquidity is crucial to realizing this mission.The Head of Markets will possess a comprehensive understanding of market structure, clearing, settlement, prime brokerage, and custody. This expertise will be vital in developing SHx markets. We are looking for a candidate with an extensive professional network and an outstanding reputation among traditional market participants.We seek a dynamic and experienced professional who thrives in a distributed team environment and is capable of creatively addressing the evolving demands of the markets.

Employee Applicant Privacy NoticeAbout Us:Join us in redefining the future of finance. At SoFi, we are committed to transforming how individuals engage with their financial lives.As a leading next-generation financial services provider and national bank, we leverage cutting-edge, mobile-first technology to empower our millions of members to achieve their financial aspirations. In the midst of an industry-wide transformation, we are proud to stand at the forefront, making a tangible difference in people's lives guided by our core values. Be a part of our journey to invest in your future, your career, and the financial landscape.The Role:We are looking for a passionate leader in Capital Markets to drive the growth and optimization of our Loan Platform Business and Private Credit transactions. This pivotal role serves as the primary liaison between institutional investors and our internal teams across Finance, Operations, Product, and Legal. The ideal candidate will enhance investor engagement and education, oversee loan sale execution, and align program economics with our financial and strategic goals. This position is crucial for scaling our platform through strengthened investor relationships, increased transaction efficiency, and support for our expanding capital markets initiatives.Your Responsibilities:Establish and nurture high-level partnerships with institutional investors within the Loan Platform Business and Private Credit programs.Lead the investor education and due diligence processes, including crafting marketing materials, performance updates, transaction summaries, and structural analyses.Conduct complex negotiations and finalize deal structures that align with SoFi’s long-term capital strategy.Act as the primary point of contact for investor communications, ensuring timely and effective responses from internal teams.Collaborate with the Transaction Execution team to coordinate quarterly loan sale schedules, aligning investor demand with available loan supply.Work closely with Finance and Accounting teams to forecast sales activity, monitor performance metrics, and analyze key revenue drivers.Assess transaction economics to inform pricing, volume, and investor participation strategies.

OpenAI is seeking a Head of Compute for Capital Markets to guide projects that apply advanced computational methods within the financial sector. This position is based in San Francisco. Role overview This role centers on leading efforts to develop and refine algorithms and models for trading, risk management, and market analysis. The work involves collaborating with teams across disciplines to bring technical solutions to complex financial challenges. What you will do Oversee the creation and improvement of computational tools for capital markets applications Work with colleagues from different specialties to deliver solutions that support trading strategies and risk assessment Help shape the direction of computational initiatives in finance at OpenAI

Join our dynamic team at Sonsoft Inc. as a Senior Capital Market System Analyst. In this pivotal role, you will leverage your expertise to enhance our capital market systems, ensuring efficiency and compliance with industry standards. You will collaborate closely with various stakeholders to analyze requirements, design solutions, and implement systems that drive business performance.

We are seeking a highly skilled and experienced Senior Capital Market System Analyst to join our dynamic team in San Francisco. In this pivotal role, you will leverage your expertise to analyze and optimize capital market systems, ensuring they meet the evolving needs of our clients and the financial landscape.Your responsibilities will include collaborating with cross-functional teams, conducting in-depth market analysis, and recommending system enhancements that drive efficiency and profitability. You will play a crucial role in shaping our strategic initiatives and delivering innovative solutions.

Join Adyen as an Engineering Manager in our Capital division, where you will lead a team of talented engineers dedicated to building cutting-edge financial solutions. In this pivotal role, you will oversee project development, mentor team members, and collaborate cross-functionally to drive innovation and efficiency.

Join SoFi as a Senior Product Manager in Transactional Risk, where you will play a pivotal role in steering our risk management strategies. You will work closely with cross-functional teams to enhance our product offerings, ensuring they meet the highest standards of safety and compliance. Your expertise will guide innovative solutions that protect our customers and our organization.

Join Cardless Inc. as a Fraud Strategy Manager or Senior Manager specializing in Transaction Fraud. In this pivotal role, you will lead the development and implementation of innovative fraud prevention strategies to safeguard our customers and minimize risk. You will work closely with cross-functional teams to analyze data trends and enhance our fraud detection capabilities.Your expertise will drive initiatives that not only protect our assets but also enhance customer trust in our services. If you are passionate about leveraging data to combat fraud and are ready to take on a leadership role in a dynamic environment, we want to hear from you!

About Mentis AI Mentis AI brings together institutional finance expertise and advanced AI research. With offices in London and San Francisco, the team collaborates with top AI labs to improve model reasoning and decision-making for high-stakes financial scenarios. About the AI Residency This part-time residency is designed for experienced research analysts and portfolio managers in investment banking or capital markets. The program focuses on practical applications of advanced AI in real-world financial settings. Key Responsibilities Prompt Engineering: Develop and refine realistic prompts to test the relevance and quality of AI-generated insights. Comparative Analysis: Systematically compare human judgment and AI outputs in M&A, ECM, DCM, and leveraged finance contexts. Framework Development: Translate senior bankers' transaction evaluation and deal structuring methods into challenges that push AI reasoning. Benchmark Construction: Build and validate real-world transaction analyses and valuation frameworks to measure the performance of advanced AI systems. What Makes This Role Distinct See firsthand how AI is changing deal workflows, from pitchbooks to financial modeling and closing transactions. Shape how next-generation AI models approach transaction structuring, valuation, and capital markets execution as an investment banking professional.

Join Carta as a Business Development Manager in the dynamic field of Venture Capital. In this role, you will play a crucial part in fostering relationships with investors and partners, driving strategic initiatives, and contributing to our mission of revolutionizing equity management.Your expertise in venture capital and business development will be essential as you engage with high-profile clients and stakeholders. You will leverage your industry knowledge to identify growth opportunities and develop innovative strategies to enhance our market presence.

Position Overview: B Capital Group is actively seeking a dynamic and experienced Vice President/Director to join our Capital Formation team. Reporting directly to the Managing Director of Capital Formation, this role is pivotal in our fundraising initiatives, focusing on establishing robust relationships with strategic investors and facilitating capital raising across various funds and co-investments. The ideal candidate will possess a strong track record of successfully raising capital for private funds or companies and will be adept at translating innovative ideas into actionable strategies in a fast-paced, entrepreneurial setting. Key Responsibilities: Originate, cultivate, and secure new limited partner (LP) commitments across institutional, family office, wealth management, and high-net-worth channels. Manage the complete fundraising lifecycle: identify potential prospects, build and nurture relationships, lead outreach efforts, and oversee due diligence processes through to closure. Collaborate with the Managing Director of Capital Formation, Investor Relations team, and investment leadership to refine fund positioning and customize messaging for diverse LP segments. Prepare and personalize fundraising materials—including presentations, data room content, due diligence questionnaires (DDQs), requests for proposals (RFPs), track record, and portfolio analyses—to support capital-raising endeavors. Develop and maintain a high-quality pipeline and CRM discipline, tracking interactions, feedback, and probability-weighted opportunities. Leverage and strengthen relationships with gatekeepers and intermediaries (such as consultants, private banks, placement agents, and other capital partners) to enhance the firm’s visibility and reach. Represent B Capital Group at LP meetings, conferences, and industry events, acting as a credible and effective front-line fundraiser for our platform. Basic Job Requirements: 6–10 years of demonstrated experience in capital raising within venture capital, private equity, private credit, or related alternative investments, preferably having worked in one or more of the following capacities: Fundraising or capital formation at a private equity or venture capital firm. Fundraising at a placement agent firm. Private company fundraising or private capital advisory at an investment bank or leading private technology firm. Proven history of successfully raising capital from Endowments, Foundations, Pension Funds, Funds of Funds, Wealth Managers, and/or Family Offices. Bachelor's degree required; MBA or other advanced degree preferred. Exceptional project management skills and comfort in leading multiple complex initiatives simultaneously.

Are you prepared to drive significant change?West Monroe is on the lookout for a Technology Transaction Advisory Analyst to join our dynamic Technology and Experience Practice (TechEx). In this role, you will assist with technology M&A due diligence projects, collaborating closely with due diligence architects in the software realm to deliver strategic and technical insights across diverse sectors such as Private Equity, High-Tech & Software, Healthcare, and Financial Services. Our firm specializes in technology and offers a platform for you to enhance your technical and business acumen while utilizing cutting-edge tools, platforms, and frameworks. This is an exceptional opportunity to contribute to our established technology M&A practice and support initiatives in enterprise architecture, software and product due diligence, post-merger integrations, and carve-out advisory projects.

Join Lyft as a Counsel specializing in Product and Commercial matters related to complex transactions. In this pivotal role, you will provide legal guidance to various business units, ensuring compliance and strategic alignment with our organizational goals. You will be responsible for drafting, reviewing, and negotiating contracts, while also advising on regulatory matters and risk management strategies. This is an exciting opportunity to contribute to a dynamic team that values innovation and collaboration.

About Lincoln International Lincoln International is a global investment banking advisory firm serving business owners, senior executives, private equity firms, their portfolio companies, and both public and private corporations. The firm’s services include mergers and acquisitions advisory, private funds and capital markets consulting, valuations, and fairness opinions. With more than 1,400 professionals across 25+ offices in 16 countries, Lincoln International brings deep industry knowledge and timely market intelligence to private capital markets. The team is known for strong execution and a commitment to building lasting client relationships. Learn more at www.lincolninternational.com. Our Approach to Talent Lincoln International values the strength that comes from a diverse team. The firm actively seeks to attract, retain, and engage professionals from a wide range of backgrounds. Diversity, equity, and inclusion are central to how the company fosters innovation and creative problem-solving. This commitment helps Lincoln International meet the varied needs of its clients and adapt to a changing marketplace. Equal Opportunity Employer Lincoln International is proud to be an equal opportunity employer. All qualified candidates receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Explore more about the firm's diversity commitment and ESG initiatives. Work Model Lincoln International follows a hybrid work model focused on in-office collaboration. Employees are expected to work on-site Monday through Thursday, with the option to work remotely or in-office on Fridays.