
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.
🔥 59 minutes ago
🗣️🇫🇷 French Required
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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.
• Manage incoming and outgoing transfers of securities accounts (CTO and PEA) with banks and brokers in France and Europe • Process requests through to the settlement of securities and cash • Coordinate communication with banks, brokers, custodians, issuers, and clients • Manage the tracking of requests and follow-ups • Verify securities and cash positions and reconcile movements with the custodian • Analyze discrepancies, unsettled or rejected instructions, and coordinate their resolution • Review and integrate information statements to ensure continuity of the PEA’s tax history • Process transactions involving registered securities, including conversions, registrations, and deregistrations • Monitor SLAs and KPIs • Draft procedures and identify automation opportunities • Work as part of the Settlements & Transfers team on the launch of the PEA in France in 2027
• Currently pursuing a Master’s degree (first or second year) in finance, banking, economics, or law at a business school, engineering school, or university • Taking a gap year or a recent Master’s graduate • Must be eligible to sign an internship agreement • For first-year Master’s students: the institution must allow a six-month, full-time internship • Native-level French is essential • Fluent English • Previous experience in banking, back office, middle office, or securities operations is a strong advantage • Knowledge of the PEA, post-trade activities, or Euroclear France is a plus • Interest in capital markets and post-trade operations • Highly rigorous, detail-oriented, and motivated by solving complex problems • Strong command of Excel / Google Sheets • Knowledge of SQL/Python is a plus • Available to start on February 1, 2027
• Participation in company events such as UpFest, dinners, offsites, and the year-end party • Inclusive culture and employee resource groups • High-impact work on European investment infrastructure • Modern technology with no legacy systems • An environment committed to equal opportunity and inclusion
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