Upstart · 1 day ago
Investor Service Associate
United States
Full-time
Remote
Entry Level
$92K/yr - $134K/yr
1+ years expUpstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. The Investor Services Associate will support institutional investors and partners by managing diligence requests, audits, and related workflows to ensure a seamless and high-quality diligence experience.
Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance
Responsibilities
Serve as a point of contact for investor and partner diligence requests, including questionnaires, audits, and RFPs
Manage diligence workflows end-to-end, tracking requests, deadlines, and deliverables across internal teams
Coordinate with Legal, Compliance, Capital Markets, Finance, Operations, and Engineering to gather and validate responses
Maintain diligence materials, tools, and documentation to support repeatable and efficient processes
Communicate status updates and escalate risks or delays to ensure timely completion of diligence activities
Identify opportunities to improve diligence processes through documentation, tooling, and automation
Qualification
Required
Bachelor's degree or equivalent practical experience
1+ years of experience in financial services, fintech, audit, consulting, or loan funding operations
Experience supporting diligence questionnaires, audits, or external information requests
Experience working cross-functionally to manage deadlines and deliverables
Preferred
Experience supporting institutional investors, auditors, or external partners
Knowledge of loan funding programs, capital markets operations, or investor reporting
Familiarity with diligence management tools or document repositories
Ability to manage multiple concurrent requests in a deadline-driven environment
Experience improving or documenting operational processes
Benefits
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
Generous 401(k) plan with Upstart
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
Company
Upstart
Upstart (NASDAQ: UPST) is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit.
1001-5000 employees
H1B Sponsorship
Upstart has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (67)
2023 (85)
2022 (85)
2021 (42)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$3.36BKey Investors
CastlelakeProgressiveRakuten
2025-11-06Post Ipo Debt· $1.5B
2025-09-05Post Ipo Debt· $320M
2025-08-12Post Ipo Debt· $600M
Leadership Team
Dave Girouard
Founder & CEO
Paul Gu
Co-Founder
Recent News
The Motley Fool
2026-01-03
The Motley Fool
2026-01-01
2025-12-17
Company data provided by crunchbase