Upvest

Role Description Upvest's data platform powers near real-time financial analytics about operations across trading, payments, risk, and compliance. We're building the next generation of our data infrastructure - an Iceberg-backed Lakehouse and CDC-powered pipelines that give engineers, analysts, and business users a single, reliable place to work with data at scale. You'll own our Kafka consumer and CDC pipelines, help architect and deliver the Lakehouse foundation, and act as a trusted consultant for data integration, modelling, and schema design across the organization. If you care about reliability, scalability, and lowering the barrier to working with data - this is your role. We are open to hire remotely in Europe for this role. What you’ll do: - Own and improve the Kafka consumer pipeline that captures, transforms, and warehouses event data - Design and build CDC-based pipelines to capture and replicate changes from source systems into the data platform - Design, build and maintain foundational data serving layers that scale and serve the use cases of engineering and analytics alike - Act as a data consultant across the organization - advising on data integration, modelling, and schema design for teams building on or contributing to the platform - Deliver self-service data solutions that enable engineers, analysts, and business users to work with the data platform independently - Drive data observability: set up tests, metrics, and alerting for pipeline health and data quality using observability tooling such as Datadog - Work closely with product engineering teams to ensure reliable, timely data availability - Champion data culture - share knowledge, establish best practices, and help teams understand and trust their data Qualifications - Strong experience building and operating event-driven data pipelines, ideally with Kafka or similar streaming infrastructure - Experience with Python, Go or another systems-level language for building data infrastructure - Solid SQL skills for data transformation, modelling, and staging layer development - Familiarity with infrastructure-as-code tooling such as Terraform for managing cloud resources - Experience working with cloud providers such as GCP, AWS, or Azure (we run primarily on GCP) - Experience with schema design and data modelling principles - able to advise teams across the organization - Experience setting up data observability and monitoring (Datadog, Grafana, Prometheus, etc.) - A product and consulting mindset - able to understand the needs of engineers, analysts, and business users and translate them into platform solutions - Strong communication skills and ability to promote data literacy across the organization Requirements - Experience with or strong interest in CDC tooling (Debezium, Fivetran, or similar) - Familiarity with open table formats such as Apache Iceberg, Delta Lake, or Hudi - or strong interest in growing into this space - Experience with building Agentic AI Benefits - Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available - Impact-driven work: Building the infrastructure that will power the future of investing in Europe - Wellbeing: 30 days of annual leave, sports benefits, and access to professional coaching - Development: Access to a personal development budget - Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe - Compensation and equity: Competitive, above-market salary and participation in our employee equity program - Team celebrations: Participate in company-wide events to connect with colleagues - Inclusion: Commitment to a culture where everyone belongs and thrives Company Description 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. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors.

Role Description Wir suchen einen erfahrenen Senior Operations Manager (f/m/d) rund um das Thema Altersvorsorgedepot, der die operative End-to-End-Verantwortung für diesen zentralen Geschäftsbereich übernimmt. - Aufbau und Steuerung der operativen Abläufe in den Bereichen Übertragungen, Zulagenmanagement, Bonusanträge und Besteuerung sowie Souveränität im Handling von Edge-Cases. - Skalierung und Leitung des Teams durch gezieltes Mentoring, fachliche Führung sowie die kontinuierliche Förderung und Schulung der Mitarbeitenden. - Etablierung vertrauensvoller Beziehungen zu den operativen Einheiten unserer Kunden und fachlicher Support bei komplexen Anfragen derer Endnutzer. - Fortlaufende Optimierung der Workflows durch den Einsatz von KI, Automatisierungslösungen und die enge bereichsübergreifende Zusammenarbeit. - Sicherstellung des reibungslosen Tagesgeschäfts unter strikter Einhaltung regulatorischer Vorschriften und interner Richtlinien sowie proaktives Risikomanagement. - Aktive Mitwirkung an strategischen Projekten sowie die kontinuierliche Überwachung und Analyse relevanter Performance-Kennzahlen (KPIs). Qualifications - Tiefgreifendes Verständnis der Marktregeln sowie der aktuellen Altersvorsorgeprodukte (insbesondere Riester-Rente). - Mehrjährige einschlägige Berufserfahrung in Bezug auf die Riester-Rente. - Fundierte Kenntnisse der relevanten Rahmenbedingungen sowie Routine im Datenaustausch mit der Zentralen Zulagenstelle für Altersvermögen (ZfA). - Ausgeprägte investigative Stärken und die Kompetenz, komplexe Fehlerquellen systematisch zu identifizieren und nachhaltig zu beheben. - Sehr gute Kommunikationsfähigkeit und die Fähigkeit, positive Geschäftsbeziehungen zu internen und externen Stakeholdern aufzubauen. - Zuverlässige und strukturierte Arbeitsweise, auch unter Termindruck und bei engen Fristen. - Deutsch auf muttersprachlichem Niveau sowie verhandlungssichere Englischkenntnisse in Wort und Schrift. - Fähigkeit, sowohl selbstständig als auch im Team zu arbeiten. Requirements - Fundierte Erfahrung in der Datenanalyse sowie in der Prozessautomatisierung. - Sicherer Umgang mit Datenvisualisierungstools sowie Programmier- und Skriptsprachen wie SQL und Python. - Praktische Kenntnisse in Workflow-Automatisierung (z. B. n8n) sowie in der Anwendung moderner KI-Lösungen wie Claude oder vergleichbaren LLMs. Benefits - 30 Tage Jahresurlaub und Sport- und Gesundheitsbenefits für einen aktiven Lebensstil. - Zugang zu vertraulichem, professionellem Coaching und bis zu 183 Tage pro Jahr remote aus dem Ausland arbeiten. - Nach jeweils vier Jahren Betriebszugehörigkeit erhältst du UpRest, ein voll bezahltes Sabbatical von einem Monat. - Persönliches Weiterbildungsbudget und die Freiheit, selbst zu entscheiden, wie es eingesetzt wird. - Hybrid oder remote arbeiten aus einem unserer Hubs in Berlin, London oder Tallinn oder standortunabhängig innerhalb Europas. - Wettbewerbsfähiges, überdurchschnittliches Gehalt sowie Teilnahme am Mitarbeiter:innen-Beteiligungsprogramm. - Teilnahme an unternehmensweiten Events wie UpFest, Team-Dinners, Offsites oder unserer Holiday Party. - Förderung einer Kultur, in der sich alle zugehörig fühlen und entfalten können.

• Ensure technical integrity, regulatory compliance, and operational excellence of Upvest’s SIPP proposition. • Act as the primary authority on UK pension legislation. • Work closely with Product, Engineering, Compliance, and Operations teams. • Lead regulatory oversight and stay abreast of FCA, DWP, and HMRC developments. • Solve complex technical queries and act as the escalation point for clients. • Drive product compliance through analysis of legislative changes. • Enhance governance by identifying emerging risks within the SIPP market. • Coach and develop staff through technical training materials. • Manage external relationships with partners and financial advice firms.

Manager Settlement and Transfers for PEA's (f/m/d) Location France Employment Type Full time Location Type Hybrid Department Operations OverviewApplication At Upvest, 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. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience. What you’ll do: - 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 What you bring: - At least 3 years of relevant work experience with PEA transfers and the French post trade market - Deep understanding of market rules and best practices - Understanding of relevant regulatory frameworks - Strong investigative and analytical skills; ability to identify and solve errors - Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders - Ability to work under pressure and meet deadlines - French native fluent in English - both written and verbal - Ability to work independently as well as a part of a team It’s great if you have: - Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar - Experience with the EEA (Europe and UK) transfer and settlement procedure (e.g. ISAs, SIPPs) How we Upvest in you: - Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits. - Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and 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. - Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it. - Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose. - Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program. - Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements. - Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies. Our Values: - Make it easy for others. We simplify the complex and act with the best intentions. - Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection. - Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together. - Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.