Securities Operations Intern (f/m/d)

The role

You will work within the Settlements & Transfers team on the full post-trade chain of securities account and PEA transfers. This includes instruction processing, settlement at Euroclear France, and relations with account keepers, custodians, and issuers.

What you will do

• Handle securities account (CTO) and PEA transfers with banks and brokers in France and across Europe
• Ensure smooth communication with counterparties and clients
• Check securities and cash positions and reconcile movements with custodian
• Investigate unsettled or rejected instructions and coordinate resolution
• Review and record PEA tax statements
• Process operations on French registered shares
• Monitor SLAs and KPIs, write operating procedures and identify automation opportunities

Required qualifications

• 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
• Native-level or bilingual proficiency in French (C2)
• Comfortable working in English
• Rigour, attention to detail and a taste for solving complex problems
• Confident with spreadsheets

Nice to have

• First experience in banking, back office, middle office or securities operations
• Knowledge of the PEA, post-trade or Euroclear France
• Knowledge SQL/Python

Benefits

• Company-wide events, such as UpFest, dinners, offsites and our Holiday party

About the company

Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. The company is backed by €280M in total funding from investors including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive.