Capital Markets Analyst - Upgrade
Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards 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 900 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
We're looking for an enthusiastic and driven Analyst to join our fast-growing Financial Institutions Group in San Francisco to support the growth of our bank and credit union partnerships.
You'll be responsible for developing a best-in-class investor experience and supporting pre-close deal diligence, onboarding functions, and investor success. You will be responsible for a variety of activities related to the daily operations of the sales team from first contact to signed contracts. 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.
Along the way, you'll collaborate closely with various in-house talents across our Business, Operations, and Technology teams in managing B2B marketing, CRM, and key partner relationships. 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.
The financial institution's 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.
Last updated: 416 days ago
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