Investor Relations Associate, Upstart

• 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
• If you are energized by the impact you can make at Upstart, we’d love to hear from you!

Desirable

• 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
• 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