FinTech Financial Institutions Partnerships Analyst

Upgrade, Inc.; San Francisco (CA); Hybrid; 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

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.