sofi

Senior Data Scientist, Invest

New
CA - San Francisco
Posted March 14, 2025

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. 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. 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 a full stack Senior Data Scientist who will help shape business strategy and product development decisions through data-driven insights. This is an exciting role for someone to make a direct impact on new product strategy and revenue of SoFi, supporting SoFi’s Invest product.The goal of this product is to simplify investing & make it more accessible to our members. The work spans across our Active Brokerage & Automated Investing products.

Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: you know how to plow through data with SQL/Python/R/Tableau, surface insights using math/statistics/ML techniques, and measure the business impact using efficiency/conversion/profit metrics. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.

What you’ll do: • Work with amazing product and business managers to identify strategic opportunities, measure KPIs to craft compelling stories, make data-driven recommendations, and drive informed actions. • Own end-to-end product analytics workflow including formulating success metrics, socializing them across the organization, and creating dashboards/reports. • Act as a curator of data by defining, instrumenting, and tracking necessary analytics of our products by working cross functionally with engineering and product teams. • Craft, analyze, and present customer behavior metrics, such as funnel conversion, user churn, invest features engagement, product LTV, and cross-sell metrics. Work with product and marketing partners to design tests to improve these metrics. • Working with seasoned business leaders to understand revenue, costs and profitability across various revenue streams within SoFi Invest. • Build self-service dashboards to enable others in the organization to leverage your work. • Analyze and perform statistical analysis on data that underlies Invest’s product experiments. • Build exploratory & predictive models to help decision makers understand customer behaviors and segmentation • Run significance tests and continuously discover trends in customer behavior to inform decision making with a high level of confidence • You stay focused on what’s best for the company – sometimes that requires being flexible, other times it requires being steadfast.

Requirements

  • What you’ll need: • Bachelor’s degree required (Masters preferred) in Computer Science, Math, Physics, Engineering or quantitative field. • 4+ years of relevant work experience • Intellectual curiosity and aptitude to pick up new technical skills • Exceptional problem-solving skills • Ability to initiate and drive projects to completion with minimal guidance • High EQ with ability to influence outcomes and communicate technical content to general audiences • Ability to communicate assertively and succinctly therefore being able to influence stakeholders to make data driven decisions. • Strong programming skills in SQL, Python and proficiency in Tableau • Experience with experimentation and hypothesis testing • Ability to work in a dynamic, cross-functional environment, with strong attention to detail • Strong relationship building and collaborative skills
  • Nice to have: • Experience with investment products such as active brokerages, automated investing, analyst rating providers etc. (B2C investment products) • Experience in a financial organization • Experience with using DBT/Airflow to build Data Pipelines in Snowflake • Experience in working with nascent products (growth focus) • Interest in advanced machine learning or generative AI
  • Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.