Job Details

About Upstart

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload.

Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; Austin, Texas; and New York City, NY (opening Summer 2026).

Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, wed love to hear from you!

The Team

Upstarts Investor Services team oversees Upstarts strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstarts loan funding programs. The team plays a critical role in ensuring investors receive a consistent, thorough, and timely diligence experience while supporting scalable growth of Upstarts capital markets platform.

Investor Services Associate - Diligence

As the Investor Services Associate - Diligence at Upstart, you will support institutional investors and partners by managing diligence requests, audits, and related workflows. You will work cross-functionally to coordinate responses, track deliverables, and help ensure Upstart delivers a seamless and high-quality diligence experience to current and prospective partners.

This role is available in the following locations: Remote

Time Zone Requirements

The team primarily operates on the West coast time zone, with occasional East Coast hours to accommodate investor schedules.

Travel Requirements

As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to still spend high quality time in-person collaborating via regular onsites. The in-person sessions cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

How youll make an impact

• Serve as a point of contact for investor and partner diligence requests, including questionnaires, audits, and RFPs.
• Manage diligence workflows end-to-end, tracking requests, deadlines, and deliverables across internal teams.
• Coordinate with Legal, Compliance, Capital Markets, Finance, Operations, and Engineering to gather and validate responses.
• Maintain diligence materials, tools, and documentation to support repeatable and efficient processes.
• Communicate status updates and escalated risks or delays to ensure timely completion of diligence activities.
• Identify opportunities to improve diligence processes through documentation, tooling, and automation.

What were looking for

Minimum Qualifications

• Bachelors degree or equivalent practical experience.
• 1+ years of experience in financial services, fintech, audit, consulting, or loan funding operations.
• Experience supporting diligence questionnaires, audits, or external information requests.
• Experience working cross-functionally to manage deadlines and deliverables.

Preferred Qualifications

• Experience supporting institutional investors, auditors, or external partners.
• Knowledge of loan funding programs, capital markets operations, or investor reporting.
• Familiarity with diligence management tools or document repositories.
• Ability to manage multiple concurrent requests in a deadline-driven environment.
• Experience improving or documenting operational processes.

What youll love

• Competitive Compensation (base + bonus & equity)
• Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
• Generous 401(k) plan with Upstart
• 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

Salary and Benefits

Anticipated Base Salary Range: $92,000$134,000 USD.

In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).

Equal Opportunity Employer

Upstart is a proud Equal Opportunity Employer. Just as we are dedicated to improving access to affordable credit for all, we are committed to inclusive and fair hiring practices.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email ...@upstart.com.