The Role:

The Quality Assurance Analyst works with our Operations Partners to ensure we are in compliance with state and federal laws and regulations, and SoFi's policies and procedures. The QA Analyst serves as a Subject Matter Expert and will proactively support SoFi’s Loan and Banking Operation divisions in its QA function by sharing evaluation results, performance trends and gaps. 

What You’ll Do: 

• Manage the Quality Assurance Testing (QAT) analysis and process for assigned SoFi Operations business units

• Maintain forms, documents, and Standard Operating Procedures (SOP’s)

• Develop and implement a QAT strategy including focus areas; testing methodology, standards, and procedures, and frequency of testing (e.g., random and targeted testing on an as-needed basis)

• Apply an effective Quality Improvement Strategy (QIS) by identifying, addressing, and/or escalating issues to stakeholders and business unit leaders

• Deep understanding of processes within the product and recommend appropriate control points to ensure the safety and soundness of functionality

• Partner with PMO and Engineering on automation and enhancements to processes

• Assess project risks, identify contingency actions, and develop/manage a risk plan

• Communicate ongoing project health with key stakeholders and business leadership

• Monitor and manage staffing levels for QA processes

• Create detailed reporting for product and process performance and deliver results in the appropriate cadence 

• Establish and maintain an effective Feedback loop with stakeholders and business unit leaders

• Maintain an awareness of and act in accordance with team goals and business unit policies

• Support special projects and seek efficiencies within QA processes

• QA production support when necessary

What You’ll Need:

• Must have work experience in the financial industry, with a strong understanding of banking products

• Self-motivated and able to work independently, applying analytical skills required to manage multiple tasks

• Strong understanding of SoFi products assigned to along with compliance, operational, and risk mitigation

• Understanding of statistical and targeted loan sampling concepts

• Strong written and verbal communication skills

• Ability to work independently, self-motivated

• Ability to work and accomplish goals with minimal supervision

• Ability to multitask and manage competing priorities

• Must be detail-oriented with an ability to work in a fast-paced environment

• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint)

Nice To Have:

• Experience in Investment Banking 

• Experience in the Mortgage Industry as a Mortgage Loan Officer or in Underwriting

• Experience in working with 3rd party vendors/partners in a Relationship Management capacity

• Consumer Quality Control or Credit Underwriting experience preferred

• Bachelor's degree is preferred, but a combination of education and experience may be considered in lieu of a degree

• Decision-making skills (experience making decisions, uncovering needs)

• 3+ years of working experience preferred in banking or credit union operations that provides a working knowledge of products, services, systems, operational policies and procedures, and regulatory compliance issues

Strategy Associate

Location: Jacksonville, FL

Reports To: Sr. Consultant

Salary Range: $104,000 - $134,000 Annually

Position Summary 

As the Strategy Associate at IEM, you will play a supporting role in shaping and executing the strategic initiatives of the organization. This position reports to the Strategy Consultant under the Chief of Staff and involves working on projects tied to senior leadership to drive long-term value creation and enhance the company's competitive position in the power distribution and switchgear market.

Key Responsibilities 

• Work directly with Strategy Consultant to conduct market research and analysis on both the Commercial & Industrial (C&I) and Data Center markets with respect to IEM’s interests
• Track competitive intelligence and industry research to identify competitive trends, industry headwinds and tailwinds, product developments, and market sizing
• Track and report on industry news, analyst reports and relevant publications related to customers, competitors and the overall industry
• Assist in the creation of board materials, financial models, and ad hoc requests from the senior leadership team and Board of Directors
• Gather, monitor, and analyze business performance against established metrics, identifying areas for improvement and optimization
• Supports Strategy Consultant managing day to day operations and communications, especially preparation and facilitation of internal and external communications with employees, investors and the Board
• Assists in identifying, validating, and providing due diligence on M&A targets from competitors as well as opportunities for potential inorganic market expansion for IEM
• Performs other duties as required by supervisor

Qualifications 

• Bachelor's degree in Engineering, Business, Finance, or related field
• 2+ years of experience in management consulting, investment banking, corporate strategy, operations or similar role where structuring ambiguous problems, using data to tackle those problems, and communicating the results to executives were key
• Ability to conduct market research and synthesize insights to drive overall business thinking and strategy
• Strong analytical and problem-solving skills, with the ability to interpret complex data and make strategic recommendations
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization

Compensation actually offered for this role will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Strategy Associate

Location: San Francisco, CA

Reports To: Sr. Consultant

Salary Range: $104,000 - $134,000 Annually

Position Summary 

As the Strategy Associate at IEM, you will play a supporting role in shaping and executing the strategic initiatives of the organization. This position reports to the Strategy Consultant under the Chief of Staff and involves working on projects tied to senior leadership to drive long-term value creation and enhance the company's competitive position in the power distribution and switchgear market.

Key Responsibilities 

• Work directly with Strategy Consultant to conduct market research and analysis on both the Commercial & Industrial (C&I) and Data Center markets with respect to IEM’s interests
• Track competitive intelligence and industry research to identify competitive trends, industry headwinds and tailwinds, product developments, and market sizing
• Track and report on industry news, analyst reports and relevant publications related to customers, competitors and the overall industry
• Assist in the creation of board materials, financial models, and ad hoc requests from the senior leadership team and Board of Directors
• Gather, monitor, and analyze business performance against established metrics, identifying areas for improvement and optimization
• Supports Strategy Consultant managing day to day operations and communications, especially preparation and facilitation of internal and external communications with employees, investors and the Board
• Assists in identifying, validating, and providing due diligence on M&A targets from competitors as well as opportunities for potential inorganic market expansion for IEM
• Performs other duties as required by supervisor

Qualifications 

• Bachelor's degree in Engineering, Business, Finance, or related field
• 2+ years of experience in management consulting, investment banking, corporate strategy, operations or similar role where structuring ambiguous problems, using data to tackle those problems, and communicating the results to executives were key
• Ability to conduct market research and synthesize insights to drive overall business thinking and strategy
• Strong analytical and problem-solving skills, with the ability to interpret complex data and make strategic recommendations
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization

Compensation actually offered for this role will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

The role

As a Project Manager within our Capital Markets team, you will be the connective tissue that drives our most critical initiatives from conception to execution. This is a high-visibility, manager-level role designed for a strategic operator who excels at navigating complex financial landscapes and cross-functional environments. You will be responsible for orchestrating large-scale projects that involve internal and external stakeholders.

The ideal candidate is a self-driven leader who doesn’t just track tasks, but takes full ownership of the project lifecycle. You are someone who can synthesize high-level strategic concepts into actionable project plans, ensuring that no detail is missed and every deadline is met. If you are a master of documentation, an expert communicator, and thrive in a fast-paced environment where accountability is paramount, this role is for you.

What you’ll do:

• Support the end-to-end planning and execution of large-scale Capital Markets projects, ensuring all workstreams are aligned with broader business objectives and organizational goals.
• Provide comprehensive project management support to the Capital Markets team, acting as a key coordinator for project workflows, facilitating seamless collaboration and proactively resolving bottlenecks across departments.
• Synthesize high-level strategic concepts and complex financial data into cohesive project frameworks, actionable roadmaps, and execution strategies.
• Maintain rigorous project documentation and governance standards, including the creation of detailed meeting minutes, project charters, decision logs, and status reports.
• Develop and manage comprehensive project timelines and schedules, holding all stakeholders accountable to critical deliverables and milestones.
• Design high-quality presentation decks and visual materials to communicate progress, educate stakeholders on new initiatives, and present findings to senior leadership.
• Drive departmental efficiency by identifying opportunities to optimize workflows and implementing standardized project management toolkits and best practices.
• Take full ownership and leadership of project outcomes, anticipating potential risks and developing robust mitigation plans to ensure deadlines are consistently met.

What you’ll need:

• 5-8 years of experience in project management or operations, preferably within Capital Markets, Investment Banking, or a high-growth Fintech environment.
• Proven track record of successfully leading multi-stakeholder initiatives and managing large-scale projects from ideation through to completion.
• Strong strategic thinking skills with the ability to "connect the dots" across multiple complex concepts while maintaining an extreme attention to detail.
• Exceptional verbal and written communication skills, with a demonstrated ability to distill technical information into clear, educational, and persuasive content.
• Advanced proficiency in project management tools (e.g., Asana, Jira, Monday.com) and G-Suite/Microsoft Office, with expert-level skills in building professional presentation materials.
• A self-driven work ethic and a "no task too small" attitude, paired with the leadership presence required to drive accountability across diverse teams.
• Mastery of organization and scheduling, with a disciplined approach to managing calendars, documentation, and digital filing systems.
• Resilience and the ability to work effectively under pressure, managing tight timelines and shifting priorities without compromising on quality or accuracy.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; PMP or similar project management certification is preferred.