Strategy 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
About the Role
You will join the Strategy team and work directly with the Head of Strategy and the leadership team. You will help prepare and run all-hands, leadership offsites, presentations and board meetings, and contribute to strategic initiatives such as market expansion or new products, from research and analysis to recommendations, execution and project management. You will help run company OKRs, link them to business KPIs, own your work packages, and become an AI champion by learning new AI tools and sharing what works.
Requirements
- Completed 1-2 internships in highly dynamic environments, ideally in consulting, fintechs or high-growth scale-ups
- High business acumen and ability to break down complex problems into actionable insights
- Curiosity, motivation and passion for fintech
- Proactive use of AI tools in day-to-day work
- Clear communication and stakeholder management skills
- Based in Berlin and available for a minimum of 4 months
Responsibilities
- Help prepare and run all-hands, leadership offsites, presentations and board meetings
- Contribute to strategic initiatives such as market expansion or new products, from research and analysis to execution and project management
- Support the OKR process, link OKRs to core business KPIs and support cross-team prioritisation
- Own your work packages and deliver them independently and cross-functionally
- Learn new AI tools and help upskill the organisation by sharing what works
Benefits
- Personal coaching and mental health support through the Nilo platform
- Flexible work arrangements
