Upvest is on a mission to make investing as easy as spending money. The company 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 enterprises alike can save resources and fully focus on their core business.‍

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. The latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We’re based in Berlin but are also open to hiring remotely in Germany or Estonia for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

Your mission:

We are seeking for a Settlement & Transfers Manager to join Upvest’s Settlement & Transfers team. In this role, you will manage Upvest’s clearing and settlement processes, ensuring smooth operations. You’ll work to optimize workflows for greater efficiency, maintain compliance, collaborate with various departments, and apply your analytical skills to enhance operational performance. Join us to help strengthen our settlement and transfer function.

This role will give you the opportunity to:

• Manage Upvest’s clearing, settlement, and transfer processes

• Optimize workflows and contribute to the implementation of automation solutions to improve accuracy and reduce processing times

• Ensure compliance by following regulations and internal policies, addressing potential risks to support reliable and secure operation

• Collaborate with Product, Engineering, Compliance, Treasury, and other teams to support efficient processes and address challenges as they arise

• Participate in projects aimed at improving and scaling settlement and transfer operations

• Monitor and own key metrics related to settlement and transfers, providing insights to support business decisions and improve performance

Job requirements:

• A Bachelor's degree in Business Administration, or a related field or a banking apprenticeship"

• At least 2 years of relevant work experience with a focus on Clearing and Settlement or related fields, role level may be Associate or Manager, depending on experience

• Strong investigative and analytical skills; ability to identify errors

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

• Ability to work under pressure and meet deadlines

• Fluent in English - both written and verbal

• Fluency in German is a plus

• Experience with the UK clearing and settlement market (e.g. ISAs, SIPPs, transfers) is a strong plus

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
• We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).
• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.
• We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values:

• Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
• Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.
• Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
• Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees