Upshift Finance
Investment Analyst
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Company Description
Upshift Finance is a new specialist SME lender providing flexible, structured capital to proven UK businesses founded by former J.P. Morgan and Morgan Stanley investment bankers. We provide flexible junior capital — primarily unsecured revolving credit facilities and term loans from £100k to £2m+, with tenors of 1–24 months — to established UK businesses that have reached their senior lender’s leverage ceiling but remain fundamentally creditworthy.
Backed by committed capital, we work alongside existing lenders to deliver additional funding where timing, structure, or complexity fall outside traditional bank appetite. Our edge is institutional-grade underwriting applied at fintech speed: thorough credit work, clean documentation, and decisions in days rather than weeks.
Role Description
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We are hiring an Investment Analyst to join our Investment Team and support the firm’s growth based in our office in London or remotely. The role combines portfolio management, credit analysis, and transaction structuring, with meaningful ownership from day one. This is an opportunity to work in a fast-paced, high-autonomy environment, contribute ideas, and grow quickly on merit. Compensation will include a performance-based bonus linked to the portfolio under management.
Key Responsibilities
- Perform credit analysis of SME borrowers, including recommending approvals and setting limits
- Support the design of optimal transaction structures, including collateral/security packages
- Contribute to the development of internal scoring models and credit methodologies
- Support business development by evaluating and critically reviewing new opportunities
- Assist with ad-hoc analytical and operational tasks across the credit team
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Qualifications
- 1-3 years of finance experience across investment banking, private credit, or transaction services at Big 4
- Strong academic record; preference for quantitatively rigorous degrees
- Solid understanding of corporate finance, economics, and accounting fundamentals
- Strong motivation and ability to perform in a demanding, fast-paced environment
What We Offer
- Highly competitive salary with performance-linked bonuses
- High degree of independence and responsibility with strong opportunities for professional growth
- Demanding but supportive environment with ambitious, complex work
- Flexible, start-up-like culture with a strong team spirit
- Flexible location
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