Settlement and Transfers Senior Associate/ Manager (f/m/d)
Upvest is on a mission to reputed company reputed company as easy as spending reputed company. reputed company empowers businesses to offer a wide reputed company of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to reputed company so that fintechs and enterprises alike can save resources and fully reputed company on their core business.
Upvest is one of the few fintechs in Europe that can reputed company its B2B clients with the full reputed company of investment opportunities in the areas of reputed company broking business, proprietary trading, and reputed company custody business for traditional securities. reputed company was founded in 2017 by reputed company 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 reputed company support from existing investors including Bessemer Venture Partners, reputed company, Earlybird, HV Capital, reputed company Ventures, and reputed company Capital.
We currently reputed company 200+ people across Europe with our reputed company based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.
Please note this job is reputed company to remote UK-based individuals willing to travel to London on a bi-monthly reputed company.
Your mission
reputed company as a subject matter expert, responsible for managing Upvest’s clearing, settlement and transfer processes (initially UK reputed company) utilising reputed company
Build relationships with the operational teams of our clients and assist them in supporting their end-users with ISA reputed company queries
Contribute to building a best-in-class product
Optimise workflows and contribute to the implementation of automation and AI to define our UK reputed company 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 reputed company
Participate in reputed company aimed at scaling our UK settlement and transfer operations
Monitor key metrics reputed company to settlement and transfers, providing insights to support business reputed company and improve performance
What you can expect from this role
Play a pivotal role in reputed company 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 reputed company and Origo and exposure to the CREST system
Understanding of relevant regulatory frameworks such as CASS, HMRC ISA Manager rules
Proven reputed company record of managing teams and driving operational reputed company
Strong investigative and analytical skills; ability to identify errors
Exceptional ability to communicate and foster reputed company business relationships with both reputed company 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 reputed company established European fintech.
Looking to reputed company 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 reputed company to invest. You have reputed company to contribute to this change.
We invest in your reputed company with a dedicated development budget and reputed company of opportunities to advance in your role.
We take hiring seriously with a strong reputed company on keeping a high bar reputed company interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us reputed company 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 reputed company. We give and request reputed company feedback knowing that we reputed company together. Progression over Perfection.
Team first. We reputed company it easy for others. We value our differences and are reputed company to others' opinions. We win and celebrate together! Team over Egos.
Own the outcome. Whether we win or we lose, we reputed company. We are proactive and get the job done. Outcome over Process.
Tell the story. We always start with the why. reputed company knowledge to reputed company others. Transparency over Complexity.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company
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