Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany.
The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).
We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.
We’re based in Berlin but are also open to hiring remotely in Germany for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.
Your mission:
At Upvest, accurate and complete financial data is at the core of our strategic decisions. As a working student in our accounting department, you will play a vital supporting role in ensuring smooth operations and maintaining the integrity of our processes.
You will assist with invoice recognition and tracking, ensuring all invoices are correctly categorized. Your support in approval workflows will help route invoices to the appropriate stakeholders. You will also follow up on missing invoices, collaborating with suppliers or internal teams to ensure timely receipt. Additionally, you will perform ad hoc administrative tasks that contribute to the overall efficiency of the accounting team.
This role will give you the opportunity to:
You support the recording and review of invoices via Payhawk and Oracle NetSuite.
You maintain the invoice entries for all entities, both electronically and by mail.
You assist with the management of our virtual credit cards and travel expense reports.
You support colleagues with regular tasks, such as monthly closings, preparation of regulatory reports, and investor reports.
You assist colleagues with project work, such as audits, internal reviews, and ISAE 3402 audits, Work Instruction Updates, Process Improvement Initiatives.
You support your accounting team in communication with internal and external stakeholders.
Job requirements:
You are enrolled as a student in economics, finance, accounting, or a related field
Basic expertise in accounting and related processes
Good communication skills in English
A strong sense of ownership and responsibility
Keen attention to detail
Eagerness to deepen knowledge in accounting, processes, internal controls, and related areas
Interest in the banking and fintech market, curiosity about investing
Nice to have
Initial work experience in a relevant field (e.g. accounting, audit, or advisory)
Knowhow of German (Banking) GAAP (HGB, RechKredV)
Worked with accounting or ERP systems before e.g. Oracle NetSuite
Why Upvest?
- We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
- We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
- We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).
- While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.
- We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).
Our values:
- Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
- Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.
- Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
- Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees