Trading Operations Analyst

Wealth San Francisco, California


Are you an experienced Trading Operations Analyst looking for opportunities to have a greater impact? Are you looking for a green field opportunity to help build a retail investment platform from the ground up? Do you think that traditional investment platforms just don’t understand your generation? Do you think that you can help build the next generation investing experience? Do you want to join one of the fastest growing, most successful and most disruptive startup in the financial services space? Then we want to talk to you!

SoFi is looking for someone to join our fast-growing Invest team. As SoFi expands its portfolio to realize its vision of becoming an end-to-end financial partner for our members, we are looking for a hands-on, technology proficient, investment professional who can independently operate in a fast-paced environments, and can help develop systems, processes, and solutions to help scale our retail investments business.

The Trading Operations Analyst will support trading operations for SoFi Invest’s retail brokerage (“Active Investing”) and robo-advisor (“Automated Investing”) businesses, as well as SoFi’s overall hedging. Daily responsibilities will include resolving trade breaks, trade bookings and trade confirmations, cash reconciliations, collateral calls and providing trade execution support. You will have daily interaction with the team’s Product Managers, Investment Advisors, Operations Team, and Business Team. You will also take ownership of projects to improve current processes to support the business and trading operations as they scale.

At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. We aim to be at the center of our members’ financial lives, and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next we expanded our products and services across loans, wealth management, and insurance. SoFi Money—a modern take on a checking or savings account--is our newest innovation and disruption to the financial services industry. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you. ​


  • Conduct all required operational tasks to support SoFi Invest trading:

    • Resolve trade breaks

    • Collateral calls, trade settlement and trade bookings, P&L reconciliation

    • Valuation and pricing of portfolio

    • Position and cash reconciliation

    • Variation margin movements

    • Corporate actions

    • Swap resets and cash flows

    • Trade execution support

  • Work directly with our product and engineering organizations to improve and scale the existing automated trading platform

  • Build and improve existing trading processes to reduce execution variance, time required, and error rate, enabling us to achieve 10x scale this year with limited incremental resourcing

  • Work with operations and subject matter experts to design, build, and implement systems / processes that account for all user- and trading-related edge cases

  • Keep stakeholders updated on projects and trade offs on increasing/decreasing project scope


  • Minimum 3 years Experience working as portfolio manager or trader with exposure to Equities, Swaps, Mutual Funds, Options & Futures. Ideally as a part of a retail-facing platform

  • Knowledge of brokerage back-office operations: corporate actions, margin, fractional shares (preferred)

  • Experience with Bloomberg Terminal (preferred)

  • Bachelor’s degree (Finance or Accounting preferred)

  • Series 7 Licensed (preferred)

  • Willing to work market hours (including 60 mins before open)

  • Strong execution and project management skills

  • Ability to both collaborate with the SoFi team while being able to work independently to deliver results

  • Strong process, efficiency, and detail orientation. Experience designing and implementing operational processes / systems a plus

  • Strong quantitative orientation. Hard data / coding skills a plus


  • Lunch, a fully stocked kitchen, and subsidized gym membership.

  • Competitive salary packages and bonuses.

  • A flexible vacation policy allows you to truly relax and reboot.

  • Comprehensive health, vision, dental, and life insurance as well as disability benefits.

  • 100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.

  • 401(k) and education on retirement planning. 

  • Tuition reimbursement on approved programs, up to $5,250 a year.

  • Monthly contribution to help you pay off your student loans