Senior Data Scientist, Invest

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. 

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