Investor Service Associate, Allocation

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 - 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, you will support institutional investors and partners by managing monthly capital commitments of Upstart’s loan funding programs across multiple products. You will work cross functionally to ensure Upstart delivers a seamless day-to-day experience critical to the businesses success. 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, 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 Minimum Qualifications 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 Preferred Qualifications Ability and desire to interact with, and relate to, sophisticated investors. Experience in investor relations, account management, prior fintech and or other externally-facing communication roles is a plus A self-starter mentality with the ability to work well under pressure, thrive working under limited direction, juggle competing projects, and an attitude that no job is too challenging or too small Someone that can learn quickly, solve problems independently, and has good judgment that align with Upstart’s core values A team player who is wil ... (truncated, view full listing at source)