Investor Service Associate, Assurance

Upstart•San Mateo, CA

1d•Remote

About The Position

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; Austin, Texas; and New York City, NY (opening Summer 2026). 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 - Capital Markets team oversees Upstart’s strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstart’s loan funding programs. As the Investor Services Associate - Allocations at Upstart, you will support institutional investors and partners by managing monthly capital commitments of Upstart’s loan funding programs across multiple products. You will work cross functionally to ensure Upstart delivers a seamless day-to-day experience critical to the businesses success. How you’ll make an impact 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

Requirements

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.

Nice To Haves

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
Experience with Intex, Bloomberg, dv01, a plus

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

Benefits

Competitive Compensation (base + bonus & equity)
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