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 Services team is responsible for managing relationships with institutional capital investors, ensuring they have the necessary support, data, and insights to confidently invest in Upstart’s loan products. The team plays a crucial role in ensuring a seamless connection between Upstart’s borrower marketplace and the investors who provide the capital that fuels lending.
As the Investor Services Associate at Upstart, you will collaborate cross-functionally 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 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.
How you’ll make an impact:
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- 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 cross-functionally 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 time-sensitive tasks, and escalate gating items effectively as needed.
What we’re looking for:
- Minimum requirements:
- Bachelor’s 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, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Strong proactive approach to problem-solving and process improvement
- Preferred qualifications:
- Experience with project management and/or due diligence and audit support
- Experience in a client-facing 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 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
What the Team is Saying
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.
Gallery
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.
