Investor Service Associate, Upstart
Allocation
$92-128k
+ Bonus & equity & Employee Stock Purchase Plan
More information about location
AI lending marketplace
Open for applications
AI lending marketplace
1001+ employees
Open for applications
$92-128k
+ Bonus & equity & Employee Stock Purchase Plan
More information about location
1001+ employees
Company mission
To enable effortless credit based on true risk.
Role
Who you are
- If you’re energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we’d love to hear from you
- 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
- 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 Upstart’s core values
- A team player who is willing to wear many hats and roll up your sleeves to get things done
What the job involves
- Upstart’s Investor Services - Capital Markets team oversees Upstart’s strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstart’s loan funding programs
- As the Investor Services Associate - Allocations at Upstart, you will support institutional investors and partners by managing monthly capital commitments of Upstart’s 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
- 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
Our take
Based in San Mateo, California, Upstart is piositioning itself as a leading AI lending marketplace, connecting millions of consumers with more than 100 banks and credit unions. In a market where credit access can be limited by traditional scoring methods, Upstart aims to make lending fairer and more accessible by using technology to better understand each borrowers true potential.
Upstart builds AI and cloud-based tools that help lenders approve more borrowers at lower rates. Its models analyze thousands of variables (not just credit scores) to predict creditworthiness more accurately. And through its platform, consumers can access personal, auto, and home-equity loans, as well as smaller "relief" loans, all through a seamless digital experience.
So far, its success is reflected in its high loan automation rate (over 90% of loans are fully processed without human intervention) and the billions in loan originations it has facilitated. The company continues to refine its AI models and expand its offerings, with the goal of helping lenders serve more customers while making borrowing easier and more affordable.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-16% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2019
$50m
SERIES D
Mar 2017
$32.5m
SERIES D
Total funding: $135.7m
Company benefits
- Comprehensive health plans
- 401k Plan
- Annual wellness reimbursement
- Disability insurance
- Generous vacation policy
- Flexible time off
- Parental leave
- Family forming benefits through Carrot
- Technology equipment budget
- Personal development budget
- Various clubs and extracurricular activities
- Catered lunches
- Fully stocked micro-kitchen
Company HQ
South San Mateo, San Mateo, CA
Leadership
David Girouard
(Founder & CEO)They started their career at Accenture and Booz Allen & Hamilton before working in Product Management at Apple and Virage. They left their role of 8 years as President of Enterprise at Google to found Upstart in March 2012.
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