Analyst – Investor Strategy and Execution
Posted on 4/4/2024
Upgrade

1,001-5,000 employees

Personal loans, cards and rewards checking
Company Overview
Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.
Data & Analytics
Financial Services

Company Stage

Series E

Total Funding

$357.2M

Founded

2016

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

7%

1 year growth

25%

2 year growth

81%
Locations
San Francisco, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Management
SQL
Hubspot
Tableau
Salesforce
JIRA
Mergers & Acquisitions (M&A)
Marketing
Confluence
Data Analysis
PowerPoint/Keynote/Slides
CategoriesNew
Project Management
Strategy Development
Business Development
Business & Strategy
Requirements
  • 1+ years of experience in investment banking, client-facing role at a FinTech, or alternative capital markets experience
  • Familiar with consumer credit markets, financial markets & depository institution investment strategies
  • Detail-oriented and highly organized
  • Ability to build relationships with investors and other external partners
  • Strong Excel and Powerpoint skills required
  • Experience with Hubspot, Salesforce, Jira / Confluence, SQL, and Tableau preferred
  • Superior written and verbal communication skills, comfortable interacting with clients and senior stakeholders
  • Experience operating in a fast-paced environment and comfortable prioritizing critical issues
Responsibilities
  • Interface with C-level bank/credit union executives to get investors familiar with Upgrade’s products
  • 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, operational/technical implementation, and legal negotiations
  • Develop and execute account management and cross-selling strategies for existing investor base
  • Work cross-functionally across Operations, Legal, 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 practices