Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 170+ people across Europe with its headquarters based in Berlin, Germany.

The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).

We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.

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:

The Corporate Actions Manager plays a key role within the corporate actions team, overseeing the processing of events that impact securities held by investors. This role focuses on ensuring the accurate and timely execution of various corporate actions, with a particular emphasis on reviewing and interpreting announcements from multiple sources. The manager is also responsible for notifying clients about upcoming events and their potential impact. A key aspect of the role is safeguarding shareholder interests, while ensuring that all actions are executed efficiently, accurately, and in full compliance with regulatory standards. Maintaining client trust and operational integrity is essential for the success of the corporate actions team

This role will give you the opportunity to:

• Processing of income as well as corporate actions events (dividend payments, mergers etc.)
• Pro-actively monitoring of agent deadlines for given corporate actions and instructing custodians
• Performing information management for newly incoming events
• Resolution of breaks
• Answering CA related inquiries from clients
• Performing investigations when data does not match for given events and clarifying it with the custodian
• Further development of the existing corporate action functionalities
• Collaboration with internal teams to provide comprehensive corporate actions insights and support
• Look for existing process gaps and propose ideas to close these
• Update existing documentation in case new functionality are introduced or process changed

Job requirements:

• At least 5 years of corporate actions/income experience
• Strong understanding of corporate actions/income events as well as financial products
• High level of English, German is a strong advantage
• Ability to operate effectively in ambiguous and rapidly changing environments
• Exceptional problem-solving skills and the ability to prioritize tasks effectively
• Excellent understanding of all corporate actions subprocesses - information management, notifications management, instructions management and processing
• Excellent in handling MS Office applications
• Bachelor’s degree preferably in finance/economics
• Ability to handle high-pressure situations and meet deadlines
• Proficiency in relevant software tools (e.g. Bloomberg, SWIFT, WM-Daten)

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