[Remote] Investor Service Associate
Note: The job is a remote job and is open to candidates in USA. Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. The Investor Services Associate will support institutional investors by managing diligence requests, audits, and related workflows to ensure a seamless diligence experience.
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
Skills
- 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
- 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
Benefits
- 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
Company Overview
Company H1B Sponsorship