Investor Service Associate

Upstart

9d•$92,000 - $134,000•Remote

About The Position

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 team oversees Upstart’s strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstart’s loan funding programs. The team plays a critical role in ensuring investors receive a consistent, thorough, and timely diligence experience while supporting scalable growth of Upstart’s capital markets platform. As the Investor Services Associate - Diligence at Upstart, you will support institutional investors and partners by managing diligence requests, audits, and related workflows. You will work cross-functionally to coordinate responses, track deliverables, and help ensure Upstart delivers a seamless and high-quality diligence experience to current and prospective partners. This role is available in the following locations: Remote Time Zone Requirements - The team primarily operates on the West coast time zone, with occasional East Coast hours to accommodate investor schedules. 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 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.

Requirements

Bachelor’s degree or equivalent practical experience
1+ years of experience in financial services, fintech, audit, consulting, or loan funding operations
Experience supporting diligence questionnaires, audits, or external information requests
Experience working cross-functionally to manage deadlines and deliverables

Nice To Haves

Experience supporting institutional investors, auditors, or external partners
Knowledge of loan funding programs, capital markets operations, or investor reporting
Familiarity with diligence management tools or document repositories
Ability to manage multiple concurrent requests in a deadline-driven environment
Experience improving or documenting operational processes

Responsibilities

Serve as a point of contact for investor and partner diligence requests, including questionnaires, audits, and RFPs
Manage diligence workflows end-to-end, tracking requests, deadlines, and deliverables across internal teams
Coordinate with Legal, Compliance, Capital Markets, Finance, Operations, and Engineering to gather and validate responses
Maintain diligence materials, tools, and documentation to support repeatable and efficient processes
Communicate status updates and escalate risks or delays to ensure timely completion of diligence activities
Identify opportunities to improve diligence processes through documentation, tooling, and automation

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
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