Open Positions

Senior Investor Services Associate

Upstart’s Investor Services team are strategic partners to the company’s institutional investment firms. This team ensures that our partners are successful through project management, analytics, and overall relationship management. We’re hiring for a Senior Investor Services Associate aimed to improve the overall experience we provide to our investors. As part of the multi-functional team, you will have the opportunity to help shape the future of the department, carry a large degree of responsibility and wear many hats. If you enjoy and  are skilled at project management, process improvement, and investor relations, this may be the right opportunity for you!

Here is more about what you’ll be doing:

  • Partner with large international financial institutions, investments of $5MM+ per month, and assist them with onboarding, diligence, reporting, audits, and ongoing requests
  • Manage projects independently to completion to meet project deadlines and escalating challenging situations as needed
  • Analyzing data and transforming it into actionable strategies for investors
  • Negotiating priorities to meet implementation goals
  • Interfacing directly with cross functional partners (engineering, investors, compliance, legal, finance) 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.

Here is what we’re looking for:

  • 2-4+ years of experience in an analyst, consulting, or financial role within a technology, consulting, or financial organization is preferred
  • Strong written and verbal communication skills
  • Excellent analytical and project management skills
  • Ability and desire to interact with, and relate to, sophisticated investors. Experience in investor relations, account management, 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 judgement
  • A team player who is willing to wear many hats and roll up your sleeves to get things done
Apply Now