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Upstart logo
Upstart

Our mission is to enable effortless credit based on true risk.

Investor Service Associate, Assurance

InsuranceInsuranceOtherRemoteMid LevelTeam 1,001-5,000Since 2012H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

154 days ago

Salary

$92K - $128K / year

Seniority

Mid Level

Bachelor Degree5 yrs expEnglishSQL

Job Description

Investor Service Associate, Assurance

Upstart

• 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

Job 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. Experience with Intex, Bloomberg, dv01, a plus

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

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