Policy Research & Operations Analyst

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. The Role As a Policy Research & Operations Analyst, you'll be a foundational member of our Policy and Government Affairs team. You'll conduct in-depth research and analysis on legislative proposals to assess their business impact. You'll also contribute to our strategic direction through active involvement in research, monitoring industry and political landscapes, and gathering essential intelligence to inform our team's approach. This involves translating complex information into actionable insights that shape our engagement and policy positioning. Additionally, you will help lead team operations, including budget management, internal reporting, and tracking of goals and success metrics. A key responsibility will be managing oversight of external consultant contracts and their deliverables, including follow-ups as assigned. You'll ensure seamless logistics and prepare materials for the Director of the program and our executives, specifically for DC fly-ins, engagements with elected officials, and other key events. This role reports to the Director, Policy and Government Affairs. What You'll Do • Policy Research & Analysis: Conduct comprehensive research and analysis on public policy proposals to assess their potential impact. Synthesize complex information into clear, actionable insights for senior leadership. • Information Management & Intelligence: Manage on-demand requests for policy-related information from SoFi executives across the organization. Provide ongoing intelligence on the policy landscape and tracking. • Executive Briefing & Support: Develop clear, concise, and impactful briefing materials for senior executives in preparation for engagements with policymakers and other key stakeholders. • Cross-Functional Collaboration: Serve as a central point of contact for internal inquiries, collaborating effectively with legal, compliance, and various business units to ensure timely responses and insight. • Operations: Take ownership of all Policy and Government Affairs back-office operations, including budget management, consultant onboarding, and oversight of external consultant contracts and their deliverables. Support the timely filings of lobbying disclosures for SoFi and work to identify and implement efficiencies to streamline team workflows. • Performance Tracking & Reporting: Lead the tracking of programmatic success metrics and performance objectives for the Policy and Government Affairs program. You'll support the Director in developing key metrics and ensure clear visibility into our impact and progress for the business. What You'll Need • 4+ years of progressive experience in a research, analysis, operations, or project management role, ideally within a public policy, government affairs, regulatory affairs, or legal program. • Demonstrated expertise in conducting thorough research, analyzing complex information, and synthesizing findings into clear, concise, and actionable insights. • Exceptional organizational and project management skills with a proven track record of managing budgets, overseeing contracts and deliverables, and effectively handling multiple concurrent projects. • Strong written and verbal communication skills, with a particular emphasis on developing professional, impactful reports, briefing materials, and executive summaries. • Adept at managing information flow, responding to on-demand requests, and delivering timely, accurate intelligence to senior stakeholders. • High degree of self-motivation, curiosity, proactivity, and attention to detail, with the ability to work independently and anticipate needs in a fast-paced environment. • Bachelor's degree in Political Science, Business Administration, or a related field. 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 RightsSoFi is committed to an inclusive culture. 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 [email protected] 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. Apply tot his job