
51 - 200 employees
Founded 2017
đł Fintech
đ¤ B2B
đ¸ 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.
đĽ 59 minutes ago
đŤđˇ France â Remote
đ¨âđ Internship
âŞď¸ Entry-level
âď¸ Operations
đť Ghost score 12%
đŁď¸đŤđˇ French Required
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51 - 200 employees
Founded 2017
đł Fintech
đ¤ B2B
đ¸ 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.
⢠Handle securities account (CTO) and PEA transfers with banks and brokers in France and across Europe, from request receipt to securities and cash settlement ⢠Ensure smooth communication with counterparties, including banks, brokers and custodians, and clients ⢠Follow up on requests and reminders ⢠Check securities and cash positions, reconcile movements with the custodian and analyse breaks ⢠Investigate unsettled or rejected instructions, identify root causes and coordinate resolution with counterparties and internal teams ⢠Review and record PEA tax statements (bordereaux d'information) to preserve the plan's tax history ⢠Process operations on French registered shares, including conversions and de/registrations ⢠Monitor SLAs and KPIs ⢠Write operating procedures and identify automation opportunities
⢠Master's degree (M1 or M2) in Finance, Banking, Economics or Law from a business school, engineering school or university ⢠Gap-year students and recent Master's graduates must be able to sign an internship agreement ⢠Native-level or bilingual proficiency in French (C2) ⢠Comfortable working in English ⢠A first experience in banking, back office, middle office or securities operations is a strong plus ⢠Knowledge of the PEA, post-trade or Euroclear France is a strong plus ⢠Rigour, attention to detail and a taste for solving complex problems ⢠Confidence with spreadsheets ⢠Knowledge of SQL/Python is a plus
⢠Direct exposure to French and European post-trade operations during a product launch ⢠Real responsibilities from the first weeks ⢠Impact-driven work on infrastructure powering the future of investing in Europe ⢠Work with modern technologies ⢠Company-wide events, including UpFest, dinners, offsites and Holiday party ⢠Inclusive culture and Employee Resource Groups ⢠Equal opportunity employer committed to diversity and inclusion
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