Portfolio Manager, Upstart

• 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’s degree, or equivalent practical experience, in finance, economics, mathematics, engineering, or a related quantitative field
• 5+ years of experience in investment management, portfolio management, structured finance, or capital markets
• Demonstrated experience building and auditing cash-flow or financial models in spreadsheets
• Experience querying and analyzing data with SQL or a comparable query language

Desirable

• As the Treasury Manager, Risk Capital at Upstart, you will help manage this portfolio of investments — tracking how it performs, what it’s worth, and the risks it carries — while running the hands-on, deal-by-deal process and reporting behind it each month. Think of it as a portfolio-management role with an operational focus. You’ll also lead the automation roadmap that lets the program keep scaling, and mentor two junior analysts
• Run the monthly process end-to-end with operational excellence — performance reporting and settlement for each investment
• Calculate and stand behind the amounts owed between Upstart and each investor every month, and work with our investor-facing team to settle them
• Monitor the portfolio’s performance, value, and risk across all investments, and surface what matters to Finance and Treasury leadership
• Partner across Capital Markets, Accounting, Treasury, Audit, and our investor-facing team to bring on new deals and answer investors’ questions on performance and settlements
• Lead the automation that modernizes how the team works with AI enablement
• Mentor two junior analysts on the analysis, the modeling, and the judgment behind the numbers