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. Its 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 currently employ 200+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.

Please note this job is open to remote UK-based individuals willing to travel to London on a bi-monthly basis.

Your mission

• Act as a subject matter expert, responsible for managing Upvest’s clearing, settlement and transfer processes (initially UK focused) utilising Equisoft

• Build relationships with the operational teams of our clients and assist them in supporting their end-users with ISA related queries

• Contribute to building a best-in-class product

• Optimise workflows and contribute to the implementation of automation and AI to define our UK 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 UK settlement and transfer operations

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

What you can expect from this role

• Play a pivotal role in further establishing our footprint in the UK market

• Work with the best technology in the industry

• Travel frequently to our Berlin HQ to have facetime and team building activities with our operational team over there

What you bring

• At least 3 years of relevant work experience with SIPP and ISA transfers

• Familiarity with transfer software such as Equisoft and Origo and exposure to the CREST system

• Understanding of relevant regulatory frameworks such as CASS, HMRC ISA Manager rules

• Proven track record of managing teams and driving operational excellence

• 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

• Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar is a plus

It’s great if you are

• Looking for an opportunity to be an early joiner to a new geographical location for a well established European fintech.

• Looking to progress your career and explore management.

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 your growth with a dedicated development budget and plenty of opportunities to advance 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