Upvest - Securities Operations Intern (f/m/d)

France1w ago

In Office Intern EMEA Banking Higher Education Operations Intern Finance Intern Team Management Python SQL Reporting

Requirements

• Education: Master's degree (M1 or M2) in Finance, Banking, Economics or Law from a business school, engineering school or university; gap-year students and recent Master's graduates able to sign an internship agreement are welcome. • Education: • Languages: You have native-level or bilingual proficiency in French (C2) and are comfortable working in English. • Experience: A first experience in banking, back office, middle office or securities operations is a strong plus, as is knowledge of the PEA, post-trade or Euroclear France. • Analytical mindset: Rigour, attention to detail and a taste for solving complex problems. • Analytical mindset: • Tools: You're confident with spreadsheets ; knowledge SQL/Python is a plus. • Tools: • 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. • Impact-driven work: • Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements. • Team celebrations: • Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem Black at Upvest, Up&Out, and UpVergent. • Inclusion • Our Values: • Make it easy for others. We simplify the complex and act with the best intentions • Make it easy for others. • Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection. • Own the outcome. • Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together. • Rise to the challenge. • Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others. • Tell the story.

Responsibilities

• Incoming and outgoing transfers: Handle securities account (CTO) and PEA transfers with banks and brokers in France and across Europe, from receipt of the request to settlement of securities and cash. • Incoming and outgoing transfers: • Counterparty and client relations: Ensure smooth communication with counterparties (banks, brokers, custodians) and our clients, and drive the follow-up of requests and reminders. • Counterparty and client relations: • Controls and reconciliation: Check securities and cash positions, reconcile movements with our custodian and analyse breaks. • Controls and reconciliation: • Fails and exception management: Investigate unsettled or rejected instructions, identify the root cause and coordinate resolution with counterparties and internal teams. • Fails and exception management: • PEA tax continuity: Review and record PEA tax statements (bordereaux d'information) to ensure the plan's tax history is fully preserved. • PEA tax continuity: • Registered shares: Process operations on French registered shares (conversions, de/registrations). • Registered shares: • Reporting and continuous improvement: actively monitor SLAs and KPIs, write operating procedures and identify automation opportunities. • Reporting and continuous improvement: