Upstart
Investor Relations Associate (IR)
Job Summary
The Investor Relations Associate at Upstart plays a key role in executing the company's IR strategy by supporting earnings, managing investor events, preparing briefing materials, and maintaining engagement tracking. The role involves coordinating meetings with analysts and investors, conducting industry and competitor analysis, and maintaining IR communications platforms. Candidates should have a background in finance, business, or economics with 3-5 years of relevant experience, strong organizational skills, and effective communication abilities. The position offers engagement with leadership and the investment community, with comprehensive benefits and flexible work options.
Required Skills
Benefits
Job Description
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; and Austin, Texas.
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, we’d love to hear from you!
The Team:
Upstart’s Investor Relations team helps the investment community understand our business, strategy and financial performance. Our key stakeholders include sell-side research analysts and investors interested in Upstart’s stock (NASDAQ: UPST).
As the Investor Relations Associate at Upstart, you will report into the VP of IR and play a pivotal role in executing Upstart’s IR strategy. This role offers a unique opportunity to work cross-functionally with team members across the business, with direct exposure to leadership and the investment community.
How you’ll make an impact
- Earnings and annual meeting support: assist with business diligence, coordinate event logistics, help prepare investor materials as needed, ensure smooth day-of event execution.
- Investor event coordination: organize and execute investor events including conferences, non-deal roadshows, and bus tours, managing logistics and participant coordination.
- Management briefing materials: provide weekly investor engagement previews to enhance relationship building and high-quality interactions.
- Analyst and investor engagement and analysis: responsible for coordinating and calendaring analyst and investor meetings, track interactions in our CRM to monitor engagement progress, conduct weekly ownership tracking and quarterly 13-F filing reviews.
- Competitive analysis: keep an eye on competitor earnings and industry trends, help distill takeaways for management.
- Other projects. Maintain the IR website, file press releases and Nasdaq alerts, collect sell-side materials and keep an eye on consensus estimates, etc.
Minimum Qualifications
- Must have a bachelor’s degree in finance, business, economics or a related field
- Approx. 3-5 years of experience in investor relations, equity research, investment banking
- Strong understanding of financial statements
- Detail oriented with strong organizational abilities
- Excellent communicator and collaborator
Preferred Qualifications
- Knowledge of technology companies (marketplace businesses), fintech, or financials
- Strong work ethic, attention to detail, and a proactive mindset
- Skilled with Google Workspace (docs, sheets, slides)
- Ability to thrive in a fast-paced environment, rolling up your sleeves to get the job done
What you'll love:
- Competitive Compensation (base + bonus & equity)
- Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
- 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
- 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
#LI-REMOTE
#LI-Associate
At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).
Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together.
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 [email protected]
Upstart
A lending platform using AI to provide personal loans and credit solutions with a focus on fair and fast approvals.
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