Manager, Settlement and Transfers

🕒 January 30

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Upvest

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💳 Fintech

🤝 B2B

💸 Finance

Fintech • B2B • Finance

Upvest is a financial technology company that offers an Investment API designed to help businesses create seamless investment experiences for their customers. They specialize in a range of services including portfolio management, fractional investing, securities custody, and crypto custody, enabling users to invest in stocks, ETFs, and more with ease. Their platform allows for rapid account creation, instant trade execution, and comprehensive reporting, making it a robust solution for modern investment needs.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 30 days of annual leave • Sports benefits • Confidential professional coaching • Flexibility to work remotely abroad for up to 183 days a year • One-month fully paid sabbatical after every 4 years of working at Upvest • Personal development budget • Choice and budget to work where you’re most comfortable and productive