Investor Service Associate 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, excited to innovate with purpose, and motivated by work that truly matters, we’d love to hear from you. 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 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 activities
Identify 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 requests
Experience 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 repositories
Ability to manage multiple concurrent requests in a deadline-driven environment
Experience improving or documenting operational processes

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Compensation & Benefits: At Upstart your base pay is one part of your total compensation package. The anticipated base salary for this position is expected within $92,000—$134,000 USD depending on geographic location. In addition:

Target bonuses
Equity compensation
Generous benefits packages including medical/dental/vision/401k

What you'll love:

Competitive compensation including base pay plus bonuses & equity grants vesting quarterly
Generous 401(k) plan with Upstart matching $2 for every $1 contributed up to $15K/year
Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees
Affordable medical/dental/vision coverage; Upstart covers 90%-100% depending on plan choice
Health Savings Account contributions from Upstart for eligible plans
Income protection benefits: company-paid Basic Life/AD&D/Short & Long-Term Disability coverage plus options for supplemental coverage
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 needs
Employee Assistance Program (EAP) offering mental health support & life-centered resources
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 regardless of work location
Connection & community through team events/onsites/all-company updates/employee resource groups (ERGs)
Onsite perks like catered lunches & stocked micro-kitchens at offices in Bay Area/Austin/Columbus/New York City (opening Summer 2026)

Equal Opportunity Employer statement included. Reasonable accommodation contact: candidate_accommodations@upstart.com