Settlement & Transfers Manager (f/m/d)

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:

We are seeking an Associate or Manager to join Upvest’s Settlement & Transfers team. In this role, you will manage Upvest’s clearing and settlement processes, ensuring smooth operations. You’ll work to optimize workflows for greater efficiency, maintain compliance, collaborate with various departments, and apply your analytical skills to enhance operational performance. Join us to help strengthen our settlement and transfer function.

This role will give you the opportunity to:

• Manage Upvest’s clearing, settlement, and transfer processes

• Optimize workflows and contribute to the implementation of automation solutions to improve accuracy and reduce processing times

• Ensure compliance by following regulations and internal policies, addressing potential risks to support reliable and secure operation

• Collaborate with Product, Engineering, Compliance, Treasury, and other teams to support efficient processes and address challenges as they arise

• Participate in projects aimed at improving and scaling settlement and transfer operations

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

Job requirements:

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field

• At least 2 years of relevant work experience with a focus on Clearing and Settlement or related fields, role level may be Associate or Manager, depending on experience

• 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

• Fluency in German is a plus

• Experience with the UK clearing and settlement market (e.g. ISAs, SIPPs, transfers) is a strong plus

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