Investor Services Associate

Ohiox; United States; On-site; USD 101,000 - 141,000; Full time

Job summary

An innovative digital-first company is seeking an Investor Services Associate to enhance relationships with institutional investors. This role involves supporting investor operations, onboarding, and due diligence while collaborating with cross-functional teams to improve processes. The ideal candidate will possess strong analytical and communication skills, along with a proactive approach to problem-solving. Join a forward-thinking organization committed to diversity and inclusion, where you can make a meaningful impact in the financial services industry. Enjoy the flexibility of remote work while contributing to a mission-driven team focused on expanding access to affordable credit.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Target Bonuses

Equity Compensation

Qualifications

• 1+ years of experience in financial services or investor relations.
• Strong verbal and written communication skills for external interactions.

Responsibilities

• Support investor operations including onboarding and due diligence.
• Collaborate with teams to enhance operational workflows and efficiency.

Skills

Verbal Communication

Written Communication

Analytical Skills

Problem-Solving

Organizational Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Tools

Google Product Suite

Atlassian/JIRA

SmartSheets

Job description

About Upstart

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload.

Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas.

Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we’d love to hear from you!

The Team:

Upstart’s Investor Services team is responsible for managing relationships with institutional capital investors, ensuring they have the necessary support, data, and insights to confidently invest in Upstart’s loan products. The team plays a crucial role in ensuring a seamless connection between Upstart’s borrower marketplace and the investors who provide the capital that fuels lending.

As the Investor Services Associate at Upstart, you will collaborate cross-functionally to help ensure a seamless onboarding experience for our capital partners, assist with investor due diligence and audit requests, and support Investor Services’ key initiatives and ongoing operational duties.

Position Location - This role is available in the following locations: Remote

Time Zone Requirements - This team operates on West Coast time zones.

Travel Requirements - As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

How you’ll make an impact:

• Support investor operations, including onboarding, due diligence and audit requests, and addressing investor inquiries
• Enhance operational workflows that are fundamental to capital partner support by proactively identifying meaningful opportunities for efficiency and automation.
• Collaborate with Capital Markets, Legal, and Bank Partnerships teams to support various partner initiatives and secondary transactions
• Work cross-functionally with Engineering and Product teams to refine internal and external tools, and to accompany investor requests in a thoughtful and scalable manner
• Communicate clearly and thoughtfully with external parties to ensure alignment towards time-sensitive tasks, and escalate gating items effectively as needed.

What we’re looking for:

• Minimum requirements:
• Bachelor’s degree in Finance, Business, Economics, or related field.
• 1+ years of experience in financial services, investor relations or related field.
• Excellent professional verbal and written communication skills, with the ability to liaise effectively with external investors and internal teams
• Highly organized, analytical, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Strong proactive approach to problem-solving and process improvement

• Preferred qualifications:
• Experience with project management and/or due diligence and audit support
• Experience in a client-facing and/or liaising role supporting complex initiatives
• Experience in investor services, asset management, financial operations, or a similar field.
• Proficiency with the Google product suite, Atlassian/JIRA, SmartSheets, or other project management software
• Familiarity with loan servicing, fintech, or capital markets operations.

At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).

United States | Remote - Anticipated Base Salary Range

$101,500—$140,330 USD

Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email [e-mail]

https://www.upstart.com/candidate_privacy_policy