companyUpvest logo

Manager of Settlement and Transfers for PEA's (f/m/d)

UpvestBerlin
On-site Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Manager

Qualifications

Required Qualifications:A minimum of 3 years of relevant experience in PEA transfers and the French post-trade market. In-depth understanding of market regulations and best practices. Familiarity with applicable regulatory frameworks. Strong analytical and investigative skills with the ability to troubleshoot and resolve discrepancies. Excellent communication skills, fostering collaboration among teams and clients. Proven ability to manage relationships effectively and to work in a fast-paced environment.

About the job

At Upvest, we are dedicated to transforming investment into a seamless experience. Our mission is to empower businesses to deliver a diverse range of investment products, enhancing the user experience in capital market investment and retirement planning. Our Investment API is designed for easy integration, allowing fintech companies and financial institutions to concentrate on their core operations while we handle the complexities of investment.

We take pride in our collaborations with Europe’s top fintechs and financial institutions like DKB, Revolut, N26, and Raisin. Established in 2017 by Martin Kassing, Upvest has grown to include over 270 skilled professionals from more than 70 nationalities. Our growth is supported by renowned investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

Key Responsibilities:

  • Oversee the settlement and transfer operations of Upvest across various markets.

  • Serve as the subject matter expert for managing clearing, settlement, and transfer processes related to PEAs in the French market.

  • Establish strong relationships with client operational teams to assist them with PEA-related inquiries.

  • Contribute to the development of a top-tier product offering.

  • Enhance workflows and aid in the implementation of automation and AI to optimize the French client experience.

  • Design and propose operational enhancements while ensuring compliance with regulatory standards and internal policies to mitigate risks and support secure operations.

  • Collaborate with Product, Engineering, Compliance, Treasury, and other departments to facilitate efficient processes and tackle challenges as they arise.

  • Engage in projects focused on scaling our French settlement and transfer operations.

  • Track key metrics related to settlement and transfers, providing insights to inform business strategies and enhance performance.

About Upvest

Upvest is a pioneering company on a mission to simplify investing, making it as easy as spending money. Through our innovative Investment API, we empower businesses to enhance their investment offerings and improve user experiences in capital markets and retirement planning.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.