Payments and Reconciliations Intern
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support day-to-day payments and reconciliation operations. You will process inbound and outbound payments and treasury activities, monitor customer transactions, prepare reconciliation reports, investigate cash discrepancies, monitor bank-account balances, and help address customer queries, audits and communications with banking partners.
Requirements
- Investigative and analytical skills
- Error identification
- Fluent written and verbal English
- Business communication
- Ability to work under pressure and meet deadlines
Responsibilities
- Process and reconcile inbound and outbound payments and treasury activities
- Monitor customer payments and related transactions
- Prepare cash and securities reconciliation reports
- Investigate and resolve discrepancies between internal cash records and external statements
- Monitor operations bank accounts and ensure balances are supported
- Support customer queries and audit processes
- Communicate with banking partners
Benefits
- Company-wide events, dinners, offsites and holiday party
- Employee resource groups