Senior Analyst, Investor Data & Operations

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should possess 3-4 years of experience at a consumer fintech company, big 4 accounting firm, or financial institution, demonstrating comfort in analyzing large data sets and providing insights. Proficiency in SQL is required, along with experience building dashboards using visualization tools such as Tableau or Looker, and a strong understanding of Excel.

Responsibilities

The Senior Analyst will provide data and analysis for capital markets requests, serving as a subject matter expert for data and reporting across five lending products. They will develop data pipelines, dashboards, and reporting tools using AWS Redshift, Tableau, and Excel, and work with product managers and engineers to ensure data integrity and timely delivery. The role involves reconciling principal to cash activity within investor portfolios, suggesting improvements to systems and processes, and providing thought leadership as the platform and team scale, while also assisting with managing daily operations for investors and collaborating with various teams to deliver best-in-class service.

Skills

Data Analysis

Investor Relations

Operations Management

Client Service

Reporting

Financial Services

Fintech

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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