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Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role:
We are looking for an Analyst to join the Investor Operations Team. This role will focus on managing daily operations for investors who purchase our five lending products and will work closely with our sales, account management, finance, and product teams to provide best in class service. The Investor Operations Team is part of the Investor Team based out of our San Francisco office and is responsible for daily operations, client service & account management, and providing data, reporting, and analytics to our investors.
This is a hybrid role, in-office Tuesdays, Wednesdays, and Thursdays in our San Francisco HQ office.
What You’ll Do:
- 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
What We Look For:
- 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
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Competitive 401(k) and RRSP program
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $90,000 - $110,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.
#LI-Hybrid
For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
Upgrade, Inc. San Francisco, California, USA Office
275 Battery, San Francisco, CA, United States, 94111
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