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Investor Service Associate, Assurance
Location
United States
Posted
59 days ago
Salary
$92K - $128K / year
Job Description
Job Requirements
- Bachelor Degree in Business, Finance or other related field
- 5+ years of related work experience in financial services, banking, fintech, or loan funding operations
- Excellent analytical and project management skills are paramount
- Strong written and verbal communication skills are critical
- Proficiency in Excel, SQL, Looker, or similar data analysis software required. Experience with Intex, Bloomberg, dv01, a plus
Benefits
- Competitive Compensation (base + bonus & equity)
- Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
- Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
- 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
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