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, product, compliance, legal, finance, servicing, analytics) to solve problems, implement new features on our investor platform, and communicate changes to investors
Constantly improving the investor experience by engaging in a continuous improvement mindset with an eye for automation and process improvement

Requirements

Bachelor Degree in Business, Finance or other related field
5+ years of related work experience in financial services, banking, fintech, or loan funding operations
Excellent analytical and project management skills are paramount
Strong written and verbal communication skills are critical
Proficiency in Excel, SQL, Looker, or similar data analysis software required. Experience with Intex, Bloomberg, dv01, a plus

Benefits

Competitive Compensation (base + bonus & equity)
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysiscapital planningproject managementautomationprocess improvementExcelSQLLookerIntexBloomberg

Soft Skills

analytical skillscommunication skillsleadershipproblem-solvingcross-functional collaborationtime managementcontinuous improvement mindset