✦ Luna Orbit — Data & Analytics

Senior Staff Data Scientist, Invest

at SoFi

📍 CA - San Francisco; NY - New York City Remote Posted March 10, 2026
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Position Details

Type Not Specified
Experience senior
Exp. Years Not specified
Education Not specified
Category Data & Analytics

About this role

This role involves analyzing investment data, building insights into portfolio performance, and understanding customer behaviors to inform business strategies.

Key Responsibilities

  • Analyze portfolio performance
  • Surface customer insights
  • Build data pipelines
  • Measure KPIs
  • Drive data-driven investment strategies

Technical Overview

The technical environment includes SQL, Python, Tableau, and machine learning techniques applied to financial data and customer metrics.

Ideal Candidate

The ideal candidate is a senior data scientist with expertise in financial data analysis, machine learning, and customer insights. They have experience working with investment portfolios and driving data-driven decision making.

Must-Have Skills

Data analysisSQLPythonCustomer insightsPortfolio analysisKPI measurement

Nice-to-Have Skills

TableauML techniquesAUM growthInvestment strategiesCustomer engagement

Tools & Platforms

SQLPythonTableau

Required Skills

Data ScienceSQLPythonTableauData AnalysisPortfolio PerformanceCustomer Behavior MetricsAUMInvestment AnalysisMLMachine Learning

Hard Skills

Data ScienceSQLPythonTableauData AnalysisPortfolio PerformanceCustomer Behavior MetricsAUMInvestment AnalysisMLMachine LearningData-driven insightsKPI analysis

Soft Skills

collaborationcommunicationanalytical thinkingproblem-solvingbusiness acumen

Industry & Role

Industry Financial Services, Investment, Fintech
Job Function Perform data analysis and modeling to support investment and customer engagement

Keywords for Your Resume

Data ScienceSQLPythonTableauData AnalysisPortfolio PerformanceCustomer Behavior MetricsAUMInvestment AnalysisMLMachine LearningCustomer InsightsPortfolio AnalysisKPIData-driven

Deal Breakers

Lack of experience in financial data analysis, No proficiency in SQL or Python, Unable to analyze investment portfolios

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