Company: Upvest
Country: France
Type: Onsite
Employment: Intern
Description: About Us We work with leading European fintechs and financial institutions, such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest today brings together more than 270 professionals from more than 70 nationalities. Upvest has raised €280 million from leading investors including BlackRock, Tencent, Sapphire Ventures, Bessemer Venture Partners, Earlybird, Notion Capital and Motive. Our latest funding round of €105 million, in March 2026 and led by Sapphire and Tencent, accelerates our growth and allows us to offer a high-end investment experience. The position In 2027, Upvest launches the Action Savings Plan (PEA) on the French market with several leading fintechs. Within the Settlements & Transfers team, you are involved in the entire post-market chain of securities account and PEA transfers: from processing instructions to settlement at Euroclear France, including relationships with account holders, depositaries and issuers. This internship offers you direct exposure to the French and European post-market in a launch phase, with real responsibilities from the first weeks. Your missions Incoming and outgoing transfers: Take charge of transfers of securities accounts (CTO) and PEA with banks and brokers in France and Europe, from receipt of the request until the settlement of securities and cash. Counterparty and client relations: Ensure fluid communication with counterparties (banks, brokers, depositaries) and our clients, and manage the monitoring of requests and reminders. Controls and reconciliations: Check securities and cash positions, reconcile movements with our depositary and analyze discrepancies. Management of suspenses and anomalies: Analyze unsettled or rejected instructions, identify their origin and coordinate their resolution with counterparties and teams internal. Taxation of the PEA: Control and integrate the information slips (BI) in order to guarantee the continuity of the tax history of the plan. Registered securities: Process transactions on registered securities (conversions, registrations, radiations). Reporting and continuous improvement: Actively monitor SLAs and KPIs, write procedures and identify avenues for automation. Your profile Training: Master 1 or 2 in finance, banking, economics or law (business school, engineering school or university), in gap year or recent graduate of a Master's degree, with the possibility of signing an internship agreement. For M1: your establishment must allow a 6-month full-time internship (integrated semester or course exemption). Languages: French mother tongue (essential) and fluent English. Experience: A first experience in banking, back-office, middle-office or operations securities is a real asset, as is knowledge of PEA, post-market or Euroclear France. Motivation: A real interest in capital markets and post-market operations. Analytical spirit: Rigor, attention to detail and taste for problem solving complex. Tools: Good command of Excel / Google Sheets; knowledge of SQL/Python is a plus.
At Upvest, our mission is to make investing as easy as spending money. Upvest enables companies to offer a wide range of investment products and the best investment experience in the capital markets and retirement savings. Our Investment API integrates easily, so fintechs and financial institutions can fully focus on their core business.
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