Working Student Accounting

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.

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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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will support the accounting team by processing and reviewing invoices, maintaining invoice records, managing approval workflows, following up on missing invoices, and completing administrative tasks. The role also contributes to monthly closings, regulatory and investor reporting, audits, internal reviews, and process improvement initiatives.

Requirements

  • Enrollment in economics, finance, accounting, or a related field
  • Basic expertise in accounting and related processes
  • Good communication skills in English
  • Strong sense of ownership and responsibility
  • Keen attention to detail
  • Eagerness to deepen knowledge of accounting, processes, and internal controls
  • Interest in banking, fintech, and investing
  • Fluent German in written and verbal communication

Responsibilities

  • Support the recording and review of invoices via Payhawk and Oracle NetSuite
  • Maintain invoice entries for all entities electronically and by mail
  • Assist with virtual credit card and travel expense report management
  • Support monthly closings and preparation of regulatory and investor reports
  • Assist with audits, internal reviews, ISAE 3402 audits, work instruction updates, and process improvement initiatives
  • Support communication with internal and external stakeholders

Benefits

  • Impact-driven work building investment infrastructure in Europe
  • Company-wide celebrations, dinners, offsites, and holiday parties
  • Inclusive workplace with employee resource groups