Manager Settlement and Transfers for PEA's (f/m/d)
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.
What you’ll do:
Manage Upvest’s settlement, and transfer processes across all markets
Act as a subject matter expert, responsible for managing Upvest’s clearing, settlement and transfer processes for PEA's in the french market
Build relationships with the operational teams of our clients and assist them in supporting their end-users with PEA related queries
Contribute to building a best-in-class product
Optimise workflows and contribute to the implementation of automation and AI to define our french client experience
Design operational improvements whilst ensuring compliance with regulations and internal policies, addressing potential risks to support reliable and secure operations
Collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes and address challenges as they arise
Participate in projects aimed at scaling our French settlement and transfer operations
Monitor key metrics related to settlement and transfers, providing insights to support business decisions and improve performance
What you bring:
At least 3 years of relevant work experience with PEA transfers and the French post trade market
Deep understanding of market rules and best practices
Understanding of relevant regulatory frameworks
Strong investigative and analytical skills; ability to identify and solve errors
Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders
Ability to work under pressure and meet deadlines
French native fluent in English - both written and verbal
Ability to work independently as well as a part of a team
It’s great if you have:
Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar
Experience with the EEA (Europe and UK) transfer and settlement procedure (e.g. ISAs, SIPPs)
How we Upvest in you:
Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.
Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.
Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.
Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.
Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
Our Values:
Make it easy for others. We simplify the complex and act with the best intentions.
Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.