Investor Service Associate at Upstart in Remote

Summary: Upstart is a leading AI lending marketplace dedicated to reducing the cost and complexity of borrowing for all Americans. The Investor Services Associate will manage diligence requests and workflows for institutional investors, ensuring a seamless experience while collaborating with various internal teams. Responsibilities: - 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 Required 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 Required Skills: Financial services experience, Diligence management Important Skills: Loan funding knowledge, Cross-functional collaboration Nice-to-Have Skills: Process improvement, Communication skills Benefits: Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly, Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year, Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees, Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose, Health Savings Account contributions from Upstart for eligible plans, Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage, Paid time off, sick and safe time, and company holidays, Paid family and parental leave to support caregiving and major life moments, Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving, Employee Assistance Program (EAP) offering mental health support and life-centered resources, Financial wellness resources, including access to financial planning tools and a financial concierge service, Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you, Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from, Connection and community through team events and onsites, all-company updates, and employee resource groups (ERGs), Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!)