Offer summary

Qualifications:

Bachelor’s degree in finance, business, economics, or a related field., 3-5 years of experience in investor relations, equity research, or investment banking., Strong understanding of financial statements and detail-oriented organizational skills., Excellent communication and collaboration abilities..

Key responsabilities:

Assist with business diligence and coordinate logistics for earnings and annual meetings.

Organize and execute investor events, managing logistics and participant coordination.

Provide weekly investor engagement previews and track interactions in CRM.

Conduct competitive analysis and maintain the IR website, filing press releases and tracking consensus estimates.

Job description

About Upstart

Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than two-thirds of Upstart loans are approved instantly and are fully automated.

Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas.

Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we’d love to hear from you!

The Team:

Upstart’s Investor Relations team helps the investment community understand our business, strategy and financial performance. Our key stakeholders include sell-side research analysts and investors interested in Upstart’s stock (NASDAQ: UPST).

As the Investor Relations Associate at Upstart, you will report into the VP of IR and play a pivotal role in executing Upstart’s IR strategy. This role offers a unique opportunity to work cross-functionally with team members across the business, with direct exposure to leadership and the investment community.

How you’ll make an impact

Earnings and annual meeting support: assist with business diligence, coordinate event logistics, help prepare investor materials as needed, ensure smooth day-of event execution.
Investor event coordination: organize and execute investor events including conferences, non-deal roadshows, and bus tours, managing logistics and participant coordination.
Management briefing materials: provide weekly investor engagement previews to enhance relationship building and high-quality interactions.
Analyst and investor engagement and analysis: responsible for coordinating and calendaring analyst and investor meetings, track interactions in our CRM to monitor engagement progress, conduct weekly ownership tracking and quarterly 13-F filing reviews.
Competitive analysis: keep an eye on competitor earnings and industry trends, help distill takeaways for management.
Other projects. Maintain the IR website, file press releases and Nasdaq alerts, collect sell-side materials and keep an eye on consensus estimates, etc.

Minimum Qualifications

Must have a bachelor’s degree in finance, business, economics or a related field
Approx. 3-5 years of experience in investor relations, equity research, investment banking
Strong understanding of financial statements
Detail oriented with strong organizational abilities
Excellent communicator and collaborator

Preferred Qualifications

Knowledge of technology companies (marketplace businesses), fintech, or financials
Strong work ethic, attention to detail, and a proactive mindset
Skilled with Google Workspace (docs, sheets, slides)
Ability to thrive in a fast-paced environment, rolling up your sleeves to get the job done

What you'll love:

Competitive Compensation (base + bonus & equity)
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
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

#LI-REMOTE

#LI-Associate

At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).

United States | Remote - Anticipated Base Salary Range

$101,500—$140,330 USD

Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com

https://www.upstart.com/candidate_privacy_policy

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