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

We are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning.

Requirements

• Manage Upvest's settlement, and transfer processes across all markets
• Act as a subject matter expert, responsible for managing Upvest's clearing, settlement and transfer processes for PEA's in the french market
• Build relationships with the operational teams of our clients and assist them in supporting their end-users with PEA related queries
• Contribute to building a best-in-class product
• Optimise workflows and contribute to the implementation of automation and AI to define our french client 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 arise
• Participate in projects aimed at scaling our French settlement and transfer operations
• Monitor key metrics related to settlement and transfers, providing insights to support business decisions and improve performance

Benefits

• Recharge with 30 days of annual leave
• Sports benefits
• Access confidential professional coaching
• Enjoy the flexibility to work remotely abroad for up to 183 days a year
• Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
• Personal development budget