Investor Service Associate

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.

How you’ll make an impact:

• 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 activitiesIdentify opportunities to improve diligence processes through documentation, tooling, and automation

What we’re looking for: 

Minimum Qualifications 

• 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 requestsExperience working cross-functionally to manage deadlines and deliverables
  

Preferred Qualifications

• 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 repositoriesAbility to manage multiple concurrent requests in a deadline-driven environmentExperience improving or documenting operational processes

What you'll love: 

• 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

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