Investor Service Associate, Assurance
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Job Location:
San Mateo, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
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 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 80% of borrowers are approved instantly with zero documentation to upload.
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; Austin Texas; and New York City NY (opening Summer 2026).
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 - Capital Markets team oversees Upstarts strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstarts loan funding programs.
As theInvestor Services Associate - Allocations at Upstart you will support institutional investors and partners by managing monthly capital commitments of Upstarts loan funding programs across multiple products. You will work cross functionally to ensure Upstart delivers a seamless day-to-day experience critical to the businesses success.
How youll make an impact
- Executing requests from financial institutions and investors pertaining to capital planning and deployment
- Leading internal and external facing projects while meeting deadlines while escalating challenging situations as needed
- Analyzing data and transforming it into actionable strategies for investors through clear communication and subject matter expertise
- Escalating priorities to meet implementation goals
- Interfacing directly with cross functional internal partners (engineering product 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
- 5 years of related work experience in financial services banking fintech or loan funding operations
- Excellent analytical and project management skills are paramount
- Strong written and verbal communication skills are critical
- Proficiency in Excel SQL Looker or similar data analysis software required. Experience with Intex Bloomberg dv01 a plus
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 Upstarts core values
- A team player who is willing to wear many hats and roll up your sleeves to get things done
Position location: 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 youll love:
- Competitive Compensation (base bonus & equity)
- Comprehensive medical dental and vision coverage with Health Savings Account contributions from Upstart
- Generous 401(k) plan with Upstart matching $2 for every $1 contributed up to $15000 per year
- 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 all-company 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
#LI-REMOTE
#LI-Associate
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 job-related 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. Just as we are dedicated to improving access to affordable credit for all we are committed to inclusive and fair hiring practices.
If you require reasonable accommodation in completing an application interviewing completing any pre-employment testing or otherwise participating in the employee selection process please email
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Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Through Upstart, apply online for a fast personal loan, auto refinancing, or debt consolidation. Try our quick rate check today with no impact to your credit!
