Back to Remote jobs >
All others
Investor Services Associate
@Upstart
[Hiring] Investor Services Associate @Upstart
Apr 07, 2025 - Upstart is hiring a remote Investor Services Associate. 💸 Salary: $101,500 - $140,330 usd. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
As the Investor Services Associate at Upstart, you will collaborate cross-functionally to help ensure a seamless onboarding experience for our capital partners, assist with investor due diligence and audit requests, and support Investor Services’ key initiatives and ongoing operational duties.
- Support investor operations, including onboarding, due diligence and audit requests, and addressing investor inquiries
- Enhance operational workflows that are fundamental to capital partner support by proactively identifying meaningful opportunities for efficiency and automation
- Collaborate with Capital Markets, Legal, and Bank Partnerships teams to support various partner initiatives and secondary transactions
- Work cross-functionally with Engineering and Product teams to refine internal and external tools, and to accompany investor requests in a thoughtful and scalable manner
- Communicate clearly and thoughtfully with external parties to ensure alignment towards time-sensitive tasks, and escalate gating items effectively as needed
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field
- 1+ years of experience in financial services, investor relations or related field
- Excellent professional verbal and written communication skills, with the ability to liaise effectively with external investors and internal teams
- Highly organized, analytical, detail-oriented, and able to manage multiple priorities in a fast-paced environment
- Strong proactive approach to problem-solving and process improvement
Requirements
- Experience with project management and/or due diligence and audit support
- Experience in a client-facing and/or liaising role supporting complex initiatives
- Experience in investor services, asset management, financial operations, or a similar field
- Proficiency with the Google product suite, Atlassian/JIRA, SmartSheets, or other project management software
- Familiarity with loan servicing, fintech, or capital markets operations
Benefits
- Target bonuses
- Equity compensation
- Generous benefits packages (including medical, dental, vision, and 401k)
Similar Remote Jobs
More jobs at Upstart
-
Project Management $75,900 - $105,000 usd USAApr 12, 2025
-
Software Development $163,600 - $226,400 usd USAApr 10, 2025
More All Others jobs
More jobs in USA
-
Sales / Business $211,650 – 250,000 total compensation USAApr 13, 2025
-
Product $157,600.00 - $290,800.00 per year USAApr 13, 2025
-
Customer Service $49,100 - $67,500 annually USAApr 13, 2025
Kickstart Your Job Search
Need advice to apply?
Join our free
Webinar « 3
Mistakes to Avoid When Looking For A Remote Startup Job (And What To Do Instead) »
Register for free
Unlock 54,612 additional remote jobs, advanced search & email notifications
Get Access Now
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
Try for free - no card required.
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
All others
All others
|
Salary
💸
$101,500 - $140,330 usd
|
Remote
Location
USA
|
|
Job Type
unspecified
|
Posted
Apr 07, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
