Strategy & Operations Lead (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.

We are seeking an Operations Excellence Lead to join Upvest’s Operations team. In this role, you will drive strategic initiatives to optimize workflows, enhance efficiency, and ensure operational readiness. You’ll oversee daily operations, leverage data to implement impactful improvements, and collaborate across teams to support seamless product launches. Join us to shape and elevate our operational excellence.

What you’ll do:

• Define and manage strategic initiatives to streamline and enhance operational processes, aligning them with company objectives and growth strategies

• Own and oversee Upvest’s operational process landscape, ensuring workflows are documented, optimized, and compliant with regulations and internal policies

• Collaborate closely with product teams to ensure operational readiness and the seamless integration of new tools and product launches, whether driven by upstream or downstream initiatives

• Utilize data-driven analysis to identify inefficiencies, workload challenges, and cost drivers, implementing impactful solutions to improve performance

• Oversee and optimize daily operational execution, managing risks, maintaining metrics and KPIs, and ensuring seamless delivery across teams

• Conduct strategic workforce planning and resource allocation to address workload peaks, support team scalability, and enhance operational resilience

• Lead cross-functional training initiatives and foster a culture of continuous improvement to ensure team agility and adaptability to evolving business needs

What you bring:

• Bachelor’s degree in a relevant field, such as Business Administration or STEM

• At least 5 years of relevant work experience within Strategy & Operations, Investment Banking, Management Consulting, or a similar role

• Experience in Investment Banking Middle- and Backoffice Operations is a plus

• Strong data analysis skills with a proactive, self-driven approach to problem-solving

• Strong investigative and analytical abilities, with keen attention to detail and error identification

• Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders

• Ability to work under pressure and meet deadlines

• Fluency in English (written and verbal); German proficiency is an advantage

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.