Investor Service Associate, Allocation
Remote
Full Time
3 hours ago
Senior LevelFinanceWorldwide
$80K - $120K

USD per year

Job Description

About Upstart

At Upstart, we’re united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that’s both radically intelligent and deeply human. Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. But the numbers only hint at the impact. Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress. We’re proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn’t mean distant. We’re intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you’ll have the support to work in the way that works best for you. If you’re energized by tackling meaningful problems,...

The Team:

Upstart’s Investor Services - Capital Markets team oversees Upstart’s strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstart’s loan funding programs. As the Investor Services Associate - Allocations at Upstart,...

How you’ll make an impact

  • 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,...

Minimum Qualifications

  • Bachelor Degree in Business,...
  • 5+ years of related work experience in financial services,...
  • Excellent analytical...
  • Strong written...
  • Proficiency in Excel,...

Preferred Qualifications

  • Ability...
  • A self-starter mentality...
  • Someone that can learn quickly...
  • A team player...

Position location: Remote

Time zone requirements:

The team operates on East/West coast time zones.

Travel requirements:

As a digital first company majority of your work can be accomplished remotely....

Compensation & Benefits Summary

At Upstart your base pay is part of total compensation package.... $92k-$128k USD ... Benefits include:

  • Competitive compensation: base pay + bonus + quarterly vesting equity grants
  • Generous 401(k) plan...
  • Employee Stock Purchase Plan...
  • Affordable medical/dental/vision coverage...
  • Health Savings Account contributions...
  • Income protection benefits...
  • Paid time off including sick/safe time & company holidays...
  • Paid family & parental leave supporting caregiving & major life moments...
  • Family-centered benefits via Carrot & Cleo supporting fertility/parenthood/caregiving
  • Employee Assistance Program (EAP)...
  • Financial wellness resources including financial planning tools & concierge service
  • Annual wellness allowance for physical/emotional well-being & personal development
  • Annual productivity allowance for relevant tools/resources needed regardless of work location
  • Connection/community via team events/onsites/all-company updates/employee resource groups (ERGs)
  • Onsite perks like catered lunches & stocked micro-kitchens at offices (Bay Area/Austin/Columbus/New York City opening Summer 2026)

Equal Opportunity Employer Statement

Upstart is a proud Equal Opportunity Employer committed to inclusive/fair hiring practices. If reasonable accommodation needed during application/interview/testing process email candidate_accommodations@upstart.com

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About Upstart

Upstart is the leading AI lending marketplace. We connect millions of consumers to 100+ banks and credit unions who leverage Upstart's artificial intelligence models and cloud applications to deliver superior credit products.

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