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Senior Analyst, Investor Strategy & Execution



San Francisco, CA, USA
Posted on Friday, November 10, 2023

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. We have delivered over $24 billion in affordable and responsible credit over the last 5 years. 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 1600 talented and dedicated professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.

About the Role:

The financial institution partnerships team (currently 10 people) is a vital function to the continued success of Upgrade and is a great opportunity to work cross-functionally and entrepreneurially inside of a leading FinTech. We're looking for an enthusiastic and driven Senior Analyst to join our fast-growing Financial Institutions Group in San Francisco to support the growth of our bank and credit union partnerships. This team is responsible for strategic business development and partnership opportunities to expand Upgrade’s capital base and foster the launch of new consumer asset classes. You will be responsible for developing a best-in-class investor experience and work cross-functionally to manage pre-close deal diligence, marketing and deal execution functions, and post-deal closing relationship management. The ideal candidate will need to be an independent, high-achieving individual, able to stand out in an entrepreneurial environment and own complex processes with minimal oversight.

What You'll Do:

  • Interface with C-level executives to get investors familiar with Upgrade’s suite of consumer products and associated investor reporting
  • Own strategic proposal process and outline Upgrade’s underwriting capabilities, digital acquisition strategy, company operations, and risk controls for prospective investors
  • Understand recent trends in FinTech and Marketplace Lending and communicate as such to active and prospective investors
    Drive the creation of investor marketing and pitch materials for use across the team
  • Assist with a variety of activities related to the daily operations of the sales team such as data room management, CRM / Salesforce administration, lead acquisition, and relationship management
  • Guide financial institutions through the Upgrade Onboarding process which involves due diligence, data room management, operational/technical implementation, and legal negotiations
  • Develop and execute account management and cross-selling strategies for existing investor base
  • Work cross-functionally across Operations, Compliance/Credit & Analytics, and Technology teams to provide a best in class investor experience
  • Maintain and expand internal knowledge base for use across the Sales, Onboarding, Operations, and Account Management teams
  • Enable personal and compelling selling and account management experience

What We Look For:

  • 3+ years of experience in investment banking, client-facing role at a FinTech, or alternative investment banking/capital markets experience
  • Highly organized, detail-oriented and a strong client service orientation
  • Experience with Excel, Powerpoint, Salesforce, Pardot, Jira / Confluence, SQL, Tableau preferred
  • Superior written and verbal communication skills, comfortable interacting with clients and senior stakeholders
  • Good judgment and excellent interpersonal skills
  • Owner attitude, self starter, comfortable operating independently
  • Flexibility to prioritize, balance and respond to competing needs within a growing organization
  • Experience operating in a fast-paced environment and comfortable prioritizing critical issues

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.


Notice to California-based Candidates for Employment. This California Candidate Privacy Notice is intended to provide information about how Upgrade collects and uses personal information to California consumers who apply for employment with Upgrade If you are employed by Upgrade, refer to the Employee Handbook for additional information. For any questions about this notice, please contact

Personal Information Upgrade Collects:

Identifiers Including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Characteristics of protected classifications under California or federal law, including demographic information and other personal information obtained during the application process, such as gender, race, national origin. Professional or employment-related information, such as salary/compensation and benefits packages, other relocation or job preferences, prior background, experience, skills, and other information in support of your application, reference information, other information obtained through background checks, including employment, credit, and criminal history. Education Information. Any other information you provide as a part of recruitment, job application, or interview process.

Purposes for Collecting Personal Information:

To consider qualifications, skills, and interest for employment. To communicate with you during the recruitment and interview process. To conduct background checks and verify your information if you are offered employment. To provide compensation, including payroll, and administer stock options and benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To improve recruitment and interview processes and ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.

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.