Senior Manager Investor Services CAPM

The Team

Upstarts Investor Services team is responsible for managing relationships with institutional capital investors ensuring they have the necessary support data and insights to confidently invest in Upstarts loan products. The team plays a crucial role in ensuring a seamless connection between Upstarts borrower marketplace and the investors who provide the capital that fuels lending.

As the Senior Manager Investor Services you will lead efforts to strengthen investor relationships manage loan portfolio performance discussions and collaborate crossfunctionally to provide investors with the insights they need to make informed investment decisions.

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

Time Zone Requirements This 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 inperson collaborating via regular onsites. The inperson sessions cadence varies depending on the team and role; most teams meet once or twice per quarter for 24 consecutive days at a time.

How youll make an impact:

• Build and maintain strong relationships with institutional capital investors serving as their primary point of contact.
• Provide detailed reporting and analysis on loan portfolio performance proactively addressing investor concerns and questions.
• Lead investor meetings quarterly business reviews and discussions on market trends credit performance and investment opportunities.
• Work crossfunctionally with risk data and finance teams to ensure investors receive accurate timely and insightful data.
• Drive initiatives to enhance investor experience including improving communication reporting and service levels.
• Handle complex investor inquiries and problemsolve challenging situations in a thoughtful professional manner.
• Ensure compliance with investor agreements and contribute to strategic initiatives aimed at expanding and optimizing capital sources.

What were looking for:

• Minimum qualifications:
  • 7 years of experience in investor relations capital markets or fixedincome asset management ideally with a focus on institutional investors.
  • Strong client service experience with direct exposure to institutional investors.
  • Excellent communication skills with the ability to distill complex financial data into clear actionable insights.
  • Deep knowledge of capital markets and fixed income with experience discussing investment strategies risk and loan performance.
  • Proven ability to manage multiple priorities collaborate crossfunctionally and execute in a fastpaced environment.
• Preferred qualifications:
  • Background in investment management investment banking or related field within financial services / fintech.
  • Capital markets deal experience especially in structured finance / consumer assetbacked securities.
  • Proven ability to collaborate with engineering teams to drive process improvements.
  • Knowledge of unsecured consumer lending is a plus.
  • BA/BS degree in business finance economics or other analytical areas of study.
  • Strong analytical skills with experience interpreting financial models and performance data.
  • High level of creativity strategic thinking and problemsolving ability.
  • Experience working with internal risk compliance or legal teams to ensure investorfacing materials align with regulatory requirements.

What youll 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 $4500 and immediate vesting and aftertax 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 activities including team events and onsites allcompany updates employee resource groups (ERGs) and other interest groups such as book clubs fitness investing and volunteering
• Catered lunches snacks & drinks when working in offices

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