Senior Analyst, Investor Data & Operations

Senior Analyst, Investor Operations

Salary: Not specified Location Type: Hybrid (in-office Tuesdays, Wednesdays, and Thursdays in San Francisco HQ) Employment Type: Not specified

Company Overview:

Upgrade is a leading fintech company dedicated to providing accessible and responsible credit, mobile banking, and payment solutions to everyday consumers. Recognized by the Financial Times as the fastest-growing company in the Americas last year, and with the Upgrade Card being the fastest-growing credit card in America for two consecutive years, Upgrade has facilitated over $33 billion in credit to 5.5 million customers. Backed by prominent technology investors and valued at $6.3 billion, Upgrade fosters an energizing, collaborative, and inclusive culture where team members are encouraged to learn, innovate, and take ownership. The company has been honored as a "Best Place to Work in the Bay Area" for three consecutive years, recognized in Arizona as a "Top Company to Work For," and awarded "Best Engineering Department" by Comparably. Further accolades include recognition for Diversity, Women, Culture, and Veterans. Upgrade is seeking passionate individuals eager to design and deliver innovative products and join a team of 1850 dedicated professionals.

About the Role:

Upgrade is seeking a Senior Analyst to join the Investor Operations Team. This role will be instrumental in providing crucial data and analysis to investors who purchase across Upgrade's five lending products. The Senior Analyst will also contribute to the daily management of investor operations and collaborate closely with Sales, Account Management, Finance, and Product teams to deliver exceptional service. The Investor Operations Team, part of the broader Investor Team based in San Francisco, is responsible for daily operations, client service, account management, and delivering data, reporting, and analytics to institutional investors.

Responsibilities:

• Serve as a subject matter expert for data and reporting across Upgrade's five lending products, focusing on providing data and analysis for capital markets requests and productionizing product data within data pipelines.
• Develop and maintain data pipelines, dashboards, and reporting tools using AWS Redshift, Tableau, and Excel to offer real-time insights into loan volume, investor demand, and collateral monitoring.
• Collaborate with product managers and engineers to ensure the integrity of investor reporting data, timely delivery, and effective prioritization of new features.
• Reconcile principal to cash activity within investor portfolios and provide recommendations for process improvements through reporting enhancements and automation.
• Propose enhancements to existing systems and processes to improve quality, efficiency, and the overall investor experience.
• Contribute thought leadership and strategic insights to support the scaling of the platform and the team.

Qualifications:

• 3-4 years of experience in a consumer fintech company, a Big 4 accounting firm, or a financial institution.
• Demonstrated ability to analyze large datasets and derive meaningful insights.
• Excellent presentation and communication skills.
• Proficiency in Excel and strong experience with SQL (required).
• Experience building dashboards using visualization tools such as Tableau or Looker is preferred.
• Highly organized, detail-oriented, with a strong client service orientation.
• Possess good judgment and excellent interpersonal skills.
• A business-focused mindset with a proven ability to take ownership and resolve issues with minimal supervision.
• Experience thriving in a fast-paced environment, with the ability to identify and focus on critical issues.
• Flexibility to prioritize, balance, and respond to competing needs within a growing organization.

What We Offer:

• Competitive salary and stock option plan.
• 100% paid coverage for medical, dental, and vision insurance.
• Flexible Paid Time Off (PTO).
• Opportuniti... (rest of the sentence is cut off)