Analyst, Investor Group

Upgrade, Inc.; San Francisco (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

100% paid medical, dental, and vision insurance

Flexible PTO

Opportunities for professional growth

Paid parental leave

Health & wellness initiatives

Job summary

A leading financial technology company is seeking an Analyst for its Financial Institutions Group in San Francisco. The role involves interfacing with executives, managing investor relationships, and guiding onboarding processes. Ideal candidates have 1-3 years of experience in investment banking or FinTech, strong organizational skills, and excellent communication abilities. The compensation ranges from $90,000 to $100,000 plus equity and benefits, alongside a flexible and inclusive work environment.

Qualifications

• 1-3 years of experience in investment banking or client-facing role at a FinTech.
• Superior written and verbal communication skills.
• Highly organized and detail-oriented.

Responsibilities

• Interface with C-level executives and investors.
• Own strategic proposal processes.
• Guide financial institutions through the Upgrade Onboarding process.

Skills

Client service orientation

Organizational skills

Communication skills

Tools

Excel

Salesforce

Tableau

Job description

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

About the Role

We're looking for an enthusiastic and driven Analyst to join our fast-growing Financial Institutions Group in San Francisco to support the growth of our bank and credit union partnerships. This team is responsible for strategic business development and partnership opportunities to expand Upgrade’s capital base and foster the launch of new consumer asset classes. You will be responsible for developing a best-in-class investor experience and work cross-functionally to manage pre-close deal diligence, marketing and deal execution functions, and post-deal closing relationship management. The ideal candidate will need to be an independent, high-achieving individual, able to stand out in an entrepreneurial environment and own complex processes with minimal oversight.
This role will be based in San Francisco, CA in a hybrid capacity.

What You’ll Do

• Interface with C-level executives to get investors familiar with Upgrade’s suite of consumer products and associated investor reporting
• Own strategic proposal process and outline Upgrade’s underwriting capabilities, digital acquisition strategy, company operations, and risk controls for prospective investors
• Understand recent trends in FinTech and Marketplace Lending and communicate as such to active and prospective investors
  Drive the creation of investor marketing and pitch materials for use across the team
• Assist with a variety of activities related to the daily operations of the sales team such as data room management, CRM / Salesforce administration, lead acquisition, and relationship management
• Guide financial institutions through the Upgrade Onboarding process which involves due diligence, data room management, operational/technical implementation, and legal negotiations
• Develop and execute account management and cross-selling strategies for existing investor base
• Work cross-functionally across Operations, Compliance/Credit & Analytics, and Technology teams to provide a best in class investor experience
• Maintain and expand internal knowledge base for use across the Sales, Onboarding, Operations, and Account Management teams
• Enable personal and compelling selling and account management experience

What We Look For

• 1-3 years of experience in investment banking, client-facing role at a FinTech, or alternative investment banking/capital markets experience
• Highly organized, detail-oriented and a strong client service orientation
• Experience with Excel, Powerpoint, Salesforce, Pardot, Jira / Confluence, SQL, Tableau preferred
• Superior written and verbal communication skills, comfortable interacting with clients and senior stakeholders
• Good judgment and excellent interpersonal skills
• Owner attitude, self starter, comfortable operating independently
• Flexibility to prioritize, balance and respond to competing needs within a growing organization
• Experience operating in a fast-paced environment and comfortable prioritizing critical issues

What We Offer You

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance
• Flexible PTO
• Opportunities for professional growth and development
• Paid parental leave
• Health & wellness initiatives

The compensation range of this position in San Francisco, CA is USD $90,000-$100,000 plus equity and benefits. Within this range, an individual's pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.