Senior Analyst, Investor Data & Operations
Upgrade
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.
We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
We're looking for a Senior Analyst to join the Investor Operations Team. This role will focus on providing data and analysis to investors who purchase across our five lending products. This role will also assist with managing daily operations for our investors 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 institutional 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 capital markets requests - be a subject matter expert for data and reporting across our five lending products, working to productionalize product data in our data pipelines
- Develop data pipelines, dashboards and reporting tools (AWS Redshift, Tableau, Excel) to provide real-time insights into loan volume, investor demand, and collateral monitoring
- 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 insight as we scale the platform and the team
What We Look For:
- 3-4 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 (required); 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
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
The compensation range of this position in San Francisco, CA is USD $110,000 - $130,000 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.
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.