Analyst, Investor Group

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

We're looking for an enthusiastic and driven Analyst to join our fast-growing Financial Institutions Group in San Francisco to support the growth of our bank and credit union partnerships. This team is responsible for strategic business development and partnership opportunities to expand Upgrade’s capital base and foster the launch of new consumer asset classes. You will be responsible for developing a best-in-class investor experience and work cross-functionally to manage pre-close deal diligence, marketing and deal execution functions, and post-deal closing relationship management.

The ideal candidate will need to be an independent, high-achieving individual, able to stand out in an entrepreneurial environment and own complex processes with minimal oversight.
This role will be based in San Francisco, CA in a hybrid capacity.

• Interface with C-level executives to get investors familiar with Upgrade’s suite of consumer products and associated investor reporting
• Own strategic proposal process and outline Upgrade’s underwriting capabilities, digital acquisition strategy, company operations, and risk controls for prospective investors
• Understand recent trends in Fin Tech and Marketplace Lending and communicate as such to active and prospective investors
  Drive the creation of investor marketing and pitch materials for use across the team
• Assist with a variety of activities related to the daily operations of the sales team such as data room management, CRM / Salesforce administration, lead acquisition, and relationship management
• Guide financial institutions through the Upgrade Onboarding process which involves due diligence, data room management, operational/technical implementation, and legal negotiations
• Develop and execute account management and cross-selling strategies for existing investor base
• Work cross-functionally across Operations, Compliance/Credit & Analytics, and Technology teams to provide a best in class investor experience
• Maintain and expand internal knowledge base for use across the Sales, Onboarding, Operations, and Account Management teams
• Enable personal and compelling selling and account management experience

• 1-3 years of experience in investment banking, client-facing role at a Fin Tech, or alternative investment banking/capital markets experience
• Highly organized, detail-oriented and a strong client service orientation
• Experience with Excel, Powerpoint, Salesforce, Pardot, Jira / Confluence, SQL, Tableau preferred
• Superior written and verbal communication skills, comfortable interacting with clients and senior stakeholders
• Good judgment and excellent interpersonal skills
• Owner attitude, self starter, comfortable operating independently
• Flexibility to prioritize, balance and respond to competing needs within a growing organization
• Experience operating in a fast-paced environment and comfortable prioritizing critical issues

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance
• Flexible PTO
• Opportunities for professional growth and development
• Paid parental leave
• He…