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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 play a key role in supporting investor relations, reporting, and reconciliations. This role is designed for someone with a strong analytical mindset who can leverage data to improve investor insights and work cross-functionally to solve complex problems.
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:
- Support investor operations, including onboarding, reporting, account reconciliations, and addressing investor inquiries.
- Work cross-functionally with Treasury, Accounting, and Capital Market teams to resolve discrepancies and ensure smooth financial operations.
- Enhance reporting capabilities by analyzing investor data, identifying trends, and improving the accuracy and efficiency of investor reports.
- Monitor investor transactions and accounts, ensuring alignment with funding agreements and operational processes.
- Proactively identify areas for improvement in investor processes, suggest automation opportunities, and drive efficiency initiatives.
- Communicate effectively with investors, responding to inquiries with professionalism and accuracy.
- Collaborate with internal stakeholders, including Engineering and Product teams, to optimize investor reporting tools and data accessibility.
What we’re looking for:
- Minimum qualifications:
- Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
- 1+ years of experience in financial services, investor relations, accounting, treasury operations, or reporting.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent verbal and written communication skills, with the ability to liaise effectively with external investors and internal teams.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Preferred qualifications:
- Experience with account reconciliations and working with large datasets in reporting
- Experience in investor services, asset management, financial operations, or a similar field.
- Proficiency in Excel or other data analysis tools.
- Knowledge of financial reconciliation processes, treasury operations, or investment reporting.
- Familiarity with loan servicing, fintech, or capital markets operations.
- Strong initiative and a proactive approach to problem-solving.
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).
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
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