Upstart · 5 days ago
Investor Service Associate, Assurance
United States
Full-time
Remote
Mid, Senior Level
$92K/yr - $128K/yr
5+ 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 by managing capital commitments and ensuring a seamless experience while leading projects and analyzing data for actionable strategies.
Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
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