Investor Services Associate

About Upstart

Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than two-thirds of Upstart loans are approved instantly and are fully automated.

Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas.

Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we’d love to hear from you!

The Team: 

The Capital Markets Investor Services Team oversees Upstart’s strategic partnerships with institutional investors, originating banks, and third party vendors while overseeing the day-to-day operations for Upstart’s loan funding programs.   

As an Investor Services Associate at Upstart, you will be a strategic partner to the company’s institutional investors, ensuring that our partners are successful through project management, analytics, and overall relationship management.

How you’ll make an impact

• Assist with requests from large international financial institutions, overseeing onboarding, diligence, reporting, capital deployment, and audit and ongoing requests
• Assist with projects outlined by quarterly vertical team objectives and meet project deadlines while escalating challenging situations as needed
• Analyzing data and transforming it into actionable strategies for investors
• Escalating priorities to meet implementation goals
• Interfacing directly with cross functional partners (engineering, investors, compliance, legal, finance, servicing, analytics) to solve problems, implement new features on our investor platform, and communicate changes to investors 
• Constantly improving the investor experience by engaging in a continuous improvement mindset with an eye for automation and process improvement

Minimum Qualifications 

• Bachelor Degree in Business, Finance or other related field 
• 3+ years of related work experience in financial services, audit services, consulting, fintech or loan funding operations 
• Direct experience supporting institutional investors and/or external partners
• Excellent analytical and project management skills
• Strong written and verbal communication skills
• Proficiency in Microsoft Excel, Adobe, Looker, or similar data analysis software

Preferred Qualifications

• Ability and desire to interact with, and relate to, sophisticated investors. Experience in investor relations, account management, prior fintech and or other externally-facing communication roles is a plus
• A self-starter mentality with the ability to work well under pressure, thrive working under limited direction, juggle competing projects, and an attitude that no job is too challenging or too small
• Someone that can learn quickly, solve problems independently, and has good judgment that align with Upstart’s core values
• A team player who is willing to wear many hats and roll up your sleeves to get things done

 

Position location This role is available in the following locations: Remote

Time zone requirements The team operates on the East/West coast time zones.

Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

What you'll love: 

• Competitive Compensation (base + bonus & equity)
• Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 
• 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
• Employee Stock Purchase Plan (ESPP)
• Life and disability insurance
• Generous holiday, vacation, sick and safety leave  
• Supportive parental, family care, and military leave programs
• Annual wellness, technology & ergonomic reimbursement programs
• Social