Senior Manager, Investor Services

6 days ago

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Upstart

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Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As we transitioned to being a public company, we’re now poised to leverage our domain expertise and revolutionize every aspect of lending and credit risk evaluation. We’ve recently expanded our offerings to include automobile refinancing and we plan to take on more verticals as the business grows.

Personal Loans • FinTech • Marketplace Lending • Artificial intelligence • Finance

1001 - 5000 employees

📋 Description

• About Upstart • Upstart is a 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. • More than two-thirds of Upstart loans are approved instantly and are fully automated. • Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. • Upstart’s Investor Services team is responsible for managing relationships with institutional capital investors, ensuring they have the necessary support, data, and insights. • As the Senior Manager, Investor Services, you will lead efforts to strengthen investor relationships, manage loan portfolio performance discussions, and collaborate cross-functionally to provide investors with the insights they need to make informed investment decisions.

🎯 Requirements

• Minimum qualifications: • 7+ years of experience in investor relations, capital markets, or fixed-income asset management, ideally with a focus on institutional investors. • Strong client service experience, with direct exposure to institutional investors. • Excellent communication skills, with the ability to distill complex financial data into clear, actionable insights. • Deep knowledge of capital markets and fixed income, with experience discussing investment strategies, risk, and loan performance. • Proven ability to manage multiple priorities, collaborate cross-functionally, and execute in a fast-paced environment. • Preferred qualifications: • Background in investment management, investment banking or related field within financial services / fintech. • Capital markets deal experience, especially in structured finance / consumer asset-backed securities. • Proven ability to collaborate with engineering teams to drive process improvements. • Knowledge of unsecured consumer lending is a plus. • BA/BS degree in business, finance, economics, or other analytical areas of study. • Strong analytical skills, with experience interpreting financial models and performance data. • High level of creativity, strategic thinking, and problem-solving ability. • Experience working with internal risk, compliance, or legal teams to ensure investor-facing materials align with regulatory requirements.

🏖️ Benefits

• Competitive Compensation (base + bonus & equity) • Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart • 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings • 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