Analyst, Investor Operations at Upgrade

San Francisco, California, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

2-4 years of experience at a consumer fintech company, big 4 accounting firm, or financial institution
Comfortable analyzing large data sets and providing insights
Excellent presentation and communication skills
Proficient in Excel, experienced with SQL; experience building dashboards using visualization tools such as Tableau or Looker
Highly organized, detail-oriented and a strong client service orientation
Good judgment and excellent interpersonal skills
Business-focused mindset with a demonstrated ability to take ownership and resolve issues with minimal supervision
Experience operating in a fast-paced environment and recognize and focus on critical issues
Flexibility to prioritize, balance and respond to competing needs within a growing organization

Responsibilities

Provide data and analysis for investor requests - be a subject matter expert for data and reporting across our five lending products
Improve on existing processes with the goal to streamline and automate workflows
Work with product managers and engineers to ensure data integrity of investor reporting, timely delivery, and prioritization of new features
Reconcile principal to cash activity within investor portfolios and provide feedback to improve processes through reporting enhancements and automation
Suggest improvements to existing systems and processes to drive quality, efficiency and enhance the investor experience
Provide thought leadership and strategic insights as we scale the platform and the team

Skills

data analysis

reporting

process improvement

automation

SQL

Excel

lending products

client service

analytics

Upgrade

Provides loans, credit cards, and rewards

About Upgrade

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$532.1MTotal Funding

SERIES_FCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Paid Parental Leave

Health & wellness initiatives

Risks

Expansion into auto loans increases exposure to credit risk.

Crowded BNPL market may pressure margins for Uplift acquisition.

Investment in new office space may strain resources if growth falters.

Differentiation

Upgrade offers a unique blend of credit and banking products.

The Secured OneCard targets consumers with little or no credit history.

Partnership with FairPlay enhances fairness in lending practices.

Upsides

Expansion into auto loans diversifies Upgrade's product offerings.

Acquisition of Uplift strengthens Upgrade's position in travel financing.

Partnership with Finturf enhances home improvement financing options.

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