Manage an $11B+ portfolio of co-investments with funding partners. Run monthly performance reporting, settlements, and risk monitoring; lead automation initiatives with AI; and mentor junior analysts. Requires 5+ years in investment/portfolio management or structured finance, financial modeling, and SQL.
133k – 212k
Remote5+ YOEFinance & Accounting
About the role
Responsibilities
Run the monthly process end-to-end with operational excellence — performance reporting and settlement for each investment.
Calculate and stand behind the amounts owed between Upstart and each investor every month, and work with our investor-facing team to settle them.
Monitor the portfolio’s performance, value, and risk across all investments, and surface what matters to Finance and Treasury leadership.
Partner across Capital Markets, Accounting, Treasury, Audit, and our investor-facing team to bring on new deals and answer investors’ questions on performance and settlements.
Lead the automation that modernizes how the team works with AI enablement.
Mentor two junior analysts on the analysis, the modeling, and the judgment behind the numbers.
Minimum Qualifications
Bachelor’s degree, or equivalent practical experience, in finance, economics, mathematics, engineering, or a related quantitative field.
5+ years of experience in investment management, portfolio management, structured finance, or capital markets.
Demonstrated experience building and auditing cash-flow or financial models in spreadsheets.
Experience querying and analyzing data with SQL or a comparable query language.
Preferred Qualifications
Experience with consumer loans, asset-backed or whole-loan investments, or marketplace lending (e.g., personal, auto, or home-equity loans).
Proficiency with Python and hands-on use of AI tools to automate analysis, modeling, or reporting.
Familiarity with how returns are shared across different deal structures, and with monitoring investment performance and risk.
Experience supporting investor relationships, settlements, or reporting for institutional investors.
Ability to explain complex deals and numbers in plain language for senior leaders and investors.
Experience leading process-improvement or automation initiatives within a finance or analytics function.
Lead tax information reporting compliance including 1099/1098 filings, backup withholding, TIN matching, and IRS notices. Partner with Product, Engineering, and Operations to automate tax workflows and support customer-facing processes.
133k – 185k
Remote5+ YOEFinance & Accounting
Finance Business Operations Manager
LyftSan Francisco, CA
This role is a high-impact Finance BizOps leader responsible for driving disciplined execution of organic and inorganic initiatives, including M&A integration, strategic programs, and new product initiatives. It requires strong judgment, cross-functional leadership, and the ability to drive outcomes in ambiguous, high-stakes environments.
132k – 165k
Hybrid5+ YOEFinance & Accounting
Finance Manager
BrigitNew York, NY
Finance Manager driving FP&A at high-growth fintech Brigit: build strategic models, maintain 3-statement and unit economics forecasts, deliver insights to leadership, and improve processes with automation/AI. Requires 5-8 years FP&A experience, bachelor's degree, and strong modeling skills.
135k – 155k
Hybrid5+ YOEFinance & Accounting
Manager, Enterprise FP&A
MetropolisLos Angeles, CA
Leads enterprise FP&A reporting, managing corporate reporting calendar, consolidating multi-entity financials, preparing executive packages and board presentations. Requires 5+ years in corporate FP&A with strong data perfectionism and AI tool experience.
135k – 155k
Hybrid5+ YOEFinance & Accounting
Payments Risk Analyst II
CoinbaseUnited States
Own end-to-end ACH fraud risk controls and quantitative analysis for Coinbase's fiat payment rails. Requires 4+ years risk/fraud experience (2+ in payments fraud) and 2+ years SQL analytics.