Related skills
looker sql excel bloomberg intex📋 Description
- Execute requests from institutions and investors on capital planning and deployment
- Lead internal and external projects, meet deadlines, escalate issues when needed
- Analyze data to create actionable investment strategies with clear communication
- Escalate priorities to meet implementation goals
- Interface with cross-functional teams (engineering, product, compliance, legal, finance, analytics) to solve problems and inform investors
- Pursue continuous improvement with a focus on automation and process enhancements
🎯 Requirements
- Bachelor's in Business, Finance or related field
- 5+ years in financial services, banking, fintech, or loan ops
- Excellent analytical and project management skills
- Strong written and verbal communication skills
- Proficiency in Excel, SQL, Looker; Intex/Bloomberg/dv01 a plus
🎁 Benefits
- Competitive compensation (base + bonus & equity)
- Comprehensive medical, dental, and vision with HSA contributions
- Generous 401(k) with Upstart matching up to $15,000/year
- Employee Stock Purchase Plan (ESPP)
- Life and disability insurance
- Generous holiday, vacation, sick and safety leave
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