Investor Relations Associate (IR)

Posted 9 Days Ago
Easy Apply
2 Locations
Remote
102K-140K Annually
Mid level
Artificial Intelligence • Fintech • Machine Learning • Social Impact • Software
Upstart is dedicated to improving access to credit for all. Why? Because credit really matters.
The Role
As an Investor Relations Associate, you'll assist with earnings support, coordinate investor events, analyze investor engagement, and monitor competition while ensuring effective communication with stakeholders.
Summary Generated by Built In

About Upstart

Upstart is the 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 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; 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: 

Upstart’s Investor Relations team helps the investment community understand our business, strategy and financial performance. Our key stakeholders include sell-side research analysts and investors interested in Upstart’s stock (NASDAQ: UPST). 

As the Investor Relations Associate at Upstart, you will  report into the VP of IR and play a pivotal role in executing Upstart’s IR strategy. This role offers a unique opportunity to work cross-functionally with team members across the business, with direct exposure to leadership and the investment community. 

 

How you’ll make an impact

  • Earnings and annual meeting support: assist with business diligence, coordinate event logistics, help prepare investor materials as needed, ensure smooth day-of event execution.
  • Investor event coordination: organize and execute investor events including conferences, non-deal roadshows, and bus tours, managing logistics and participant coordination. 
  • Management briefing materials: provide weekly investor engagement previews to enhance relationship building and high-quality interactions.
  • Analyst and investor engagement and analysis: responsible for coordinating and calendaring analyst and investor meetings, track interactions in our CRM to monitor engagement progress, conduct weekly ownership tracking and quarterly 13-F filing reviews. 
  • Competitive analysis: keep an eye on competitor earnings and industry trends, help distill takeaways for management. 
  • Other projects. Maintain the IR website, file press releases and Nasdaq alerts, collect sell-side materials and keep an eye on consensus estimates, etc.   

 

Minimum Qualifications 

  • Must have a bachelor’s degree in finance, business, economics or a related field  
  • Approx. 3-5 years of experience in investor relations, equity research, investment banking   
  • Strong understanding of financial statements
  • Detail oriented with strong organizational abilities 
  • Excellent communicator and collaborator  

 

Preferred Qualifications

  • Knowledge of technology companies (marketplace businesses), fintech, or financials 
  • Strong work ethic, attention to detail, and a proactive mindset 
  • Skilled with Google Workspace (docs, sheets, slides) 
  • Ability to thrive in a fast-paced environment, rolling up your sleeves to get the job done


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 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 location–with 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).

United States | Remote - Anticipated Base Salary Range

$101,500$140,330 USD

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 pre-employment testing, or otherwise participating in the employee selection process, please email [email protected]

https://www.upstart.com/candidate_privacy_policy

Top Skills

Google Workspace

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The Company
HQ: San Mateo, CA
1,500 Employees
Remote Workplace
Year Founded: 2012

What We Do

Upstart is the leading AI lending marketplace, connecting millions of consumers to more than 100 banks and credit unions that leverage Upstart’s AI models and cloud applications to deliver superior credit products. With Upstart's AI, lenders can approve more borrowers at lower rates across races, ages, and genders, while delivering the exceptional digital-first experience customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload. Founded in 2012, Upstart’s platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small-dollar “relief” loans.

If you are energized by the impact you think you could make at Upstart, we'd love to hear from you!

Why Work With Us

Connection to our mission creates a special environment where people feel passionately about the impact they make in the world. Upstart is fast-paced, and we encourage ownership at all levels of the organization. As a result, culture at Upstart is driven by Upstarters. Upstarters are proactive, talented, multi-dimensional and collaborative.

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Upstart Offices

Remote Workspace

Employees work remotely.

Upstart has a digital-first model enabling most Upstarters can live and work anywhere in the U.S. We also offer in-person options from our office locations in San Mateo, California; Columbus, Ohio; and Austin, Texas.

Typical time on-site: None
HQSan Mateo, CA
Austin, TX
Columbus, OH
Learn more

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