Investor Services Associate
Investor Services Associate
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Job Description
About Upstart
Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstarts AI marketplace Upstartpowered banks and credit unions can have higher approval rates and lower loss rates across races ages and genders while simultaneously delivering the exceptional digitalfirst lending experience their customers demand. More than 80 of borrowers are approved instantly with zero documentation to upload.
Upstart is a digitalfirst 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 wed love to hear from you!
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 Investor Services Associate at Upstart you will collaborate crossfunctionally to help ensure a seamless onboarding experience for our capital partners assist with investor due diligence and audit requests and support Investor Services key initiatives and ongoing operational duties.
Position Location This role is available in the following locations: Remote
Time Zone Requirements This team operates on 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:
- Support investor operations including onboarding due diligence and audit requests and addressing investor inquiries
- Enhance operational workflows that are fundamental to capital partner support by proactively identifying meaningful opportunities for efficiency and automation.
- Collaborate with Capital Markets Legal and Bank Partnerships teams to support various partner initiatives and secondary transactions
- Work crossfunctionally with Engineering and Product teams to refine internal and external tools and to accompany investor requests in a thoughtful and scalable manner
- Communicate clearly and thoughtfully with external parties to ensure alignment towards timesensitive tasks and escalate gating items effectively as needed.
What were looking for:
- Minimum requirements:
- Bachelors degree in Finance Business Economics or related field.
- 1 years of experience in financial services investor relations or related field.
- Excellent professional verbal and written communication skills with the ability to liaise effectively with external investors and internal teams
- Highly organized analytical detailoriented and able to manage multiple priorities in a fastpaced environment.
- Strong proactive approach to problemsolving and process improvement
- Preferred qualifications:
- Experience with project management and/or due diligence and audit support
- Experience in a clientfacing and/or liaising role supporting complex initiatives
- Experience in investor services asset management financial operations or a similar field.
- Proficiency with the Google product suite Atlassian/JIRA SmartSheets or other project management software
- Familiarity with loan servicing fintech or capital markets operations.
At Upstart your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic locationwith our digital first philosophy Upstart uses compensation regions that vary depending on location. Individual pay is also determined by jobrelated skills experience and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
In addition Upstart provides employees with target bonuses equity compensation and generous benefits packages (including medical dental vision and 401k).
Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures backgrounds perspectives and experiences and know that we can only become better together.
If you require reasonable accommodation in completing an application interviewing completing any preemployment testing or otherwise participating in the employee selection process please email
IC
Employment Type
Full Time
Key Skills
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