Corporate Actions Manager

At Upvest, we are on a mission to make investing as easy as spending money. 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. Upvest's Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe's leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We're backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

The Corporate Actions Manager plays a key role within the corporate actions team, overseeing the processing of events that impact securities held by investors. This role focuses on ensuring the accurate and timely execution of various corporate actions, with a particular emphasis on reviewing and interpreting announcements from multiple sources. The manager is also responsible for notifying clients about upcoming events and their potential impact. A key aspect of the role is safeguarding shareholder interests, while ensuring that all actions are executed efficiently, accurately, and in full compliance with regulatory standards. Maintaining client trust and operational integrity is essential for the success of the corporate actions team.

• Processing of income as well as corporate actions events (dividend payments, mergers etc.)

• Pro-actively monitoring of agent deadlines for given corporate actions and instructing custodians

• Performing information management for newly incoming events

• Resolution of breaks

• Answering CA related inquiries from clients

• Performing investigations when data does not match for given events and clarifying it with the custodian

• Further development of the existing corporate action functionalities

• Collaboration with internal teams to provide comprehensive corporate actions insights and support

• Look for existing process gaps and propose ideas to close these

• Update existing documentation in case new functionality are introduced or process changed

• At least 5 years of corporate actions/income experience

• Strong understanding of corporate actions/income events as well as financial products

• High level of English, German is a strong advantage

• Ability to operate effectively in ambiguous and rapidly changing environments

• Exceptional problem-solving skills and the ability to prioritize tasks effectively

• Excellent understanding of all corporate actions subprocesses - information management, notifications management, instructions management and processing

• Excellent in handling MS Office applications

• Bachelor's degree preferably in finance/economics

• Ability to handle high-pressure situations and meet deadlines

• Proficiency in relevant software tools (e.g. Bloomberg, SWIFT, WM-Daten)

• Impact-driven work: We're building the infrastructure that will power the future of investing in Europe. It's complex, ambitious, and meaningful. You'll work with modern technologies and create something entirely new. No legacy systems, no limits.

• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.

• Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.

• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you're most comfortable and productive, either at home or in the office. You choose.

• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.

• Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.

• Inclusion: We're committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.

• Make it easy for others. We simplify the complex and act with the best intentions

• Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.

• Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.

• Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.