Treasury Manager
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.
About the job
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.
Skills
SQL, Python, Financial Modeling, Portfolio Management, Structured Finance, Cash Flow Modeling, AI Tools, Investment Management
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