Manager Settlement and Transfers for PEA's
HV Capital is a European venture capital firm that provides capital and support to bold founders across multiple stages and industries. With 26 years of experience, they have backed companies across AI & Enterprise Software, Deep Tech, Resilience & Defence, FinTech, and Consumer sectors.
About HV Capital
HV Capital is a venture capital firm with 26 years of experience investing in European innovation across multiple industries and business cycles. The firm backs founders from early stage through growth, spanning multiple fund generations, with a portfolio that includes companies in AI & Enterprise Software, Deep Tech, Resilience & Defence, FinTech, and Consumer sectors. Notable portfolio companies include NEURA Robotics, Zalando, n8n, Isar Aerospace, Quantum Systems, ARX, and Scalable Capital, with several portfolio companies having reached IPO. HV Capital has approximately €2.89 billion in assets under management and works with founders across multiple disciplines and team perspectives.
Skills
About the Role
You will manage Upvest's settlement and transfer processes across all markets, acting as the subject matter expert responsible for clearing, settlement and transfer processes for PEA's in the French market. You'll build relationships with the operational teams of clients, assisting them in supporting their end-users with PEA related queries, while contributing to building a best-in-class product. You'll optimise workflows, contribute to the implementation of automation and AI to define the French client experience, and design operational improvements while ensuring compliance with regulations and internal policies. You'll collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes, participate in projects aimed at scaling French settlement and transfer operations, and monitor key metrics to provide insights that support business decisions.
Requirements
- 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
- 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)
Responsibilities
- Manage Upvest's settlement and transfer processes across all markets
- Act as a subject matter expert for Upvest's clearing, settlement and transfer processes for PEA's in the French market
- Build relationships with the operational teams of clients and assist them in supporting 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 the French client experience
- Design operational improvements while ensuring compliance with regulations and internal policies
- Address potential risks to support reliable and secure operations
- Collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes
- Participate in projects aimed at scaling French settlement and transfer operations
- Monitor key metrics related to settlement and transfers, providing insights to support business decisions and improve performance
Benefits
- €20,000 per year to spend on AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Flexible work environment across hubs in Berlin, London or Tallinn, hybrid or remote across Europe
- Equity participation in employee equity program
- Company-wide events such as UpFest, dinners, offsites and Holiday party
- Employee Resource Groups