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# Securities Operations Intern (f/m/d)

Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move.

[Apply for this job](#job-application)[View company](https://jobicy.com/company/upvest.md)ShareRemote from[Germany](https://jobicy.com/job-region/germany.md), [France](https://jobicy.com/job-region/france.md)SalaryUndisclosedDepartment[Finance & Accounting](https://jobicy.com/categories/accounting-finance.md)EmploymentInternshipExperienceEntry-Level, JuniorPublished21 Oct 2026Apply before20 Nov 2026Listing views29Application actions2Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

AI Summary

## The role, at a glance.

Upvest is seeking a French-speaking Securities Operations Intern to support the launch of PEA services in France within its Settlements & Transfers team. The intern will manage incoming and outgoing securities transfers, reconcile securities and cash movements, investigate settlement exceptions, and maintain PEA tax continuity records. The role involves daily coordination with banks, brokers, custodians, issuers, clients, and internal operational teams. It is a finance operations internship requiring strong precision, French C2 fluency, English communication skills, and confidence with spreadsheets; SQL or Python knowledge is beneficial.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

3/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

3/5GuidedFull ownership

### Communication Load

4/5IndependentCollaborative

AI insightThe work requires careful handling of post-trade processes, reconciliations, tax documentation, and settlement exceptions where accuracy is important. The internship scope and team support make it moderately difficult, but launch-related operational volumes may create a fast pace.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per month)Highly competitive$2,500US market range (per month)$2k–$3k0$3.30k

AI insightThe monthly pay period is inferred from the job context; it was not explicitly stated by the employer. No employer salary was disclosed. The figures are estimated monthly USD-equivalent market compensation for a securities-operations internship in France or Germany; the monthly cadence is inferred from typical internship compensation practices.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Securities operations](https://jobicy.com/jobs?search_keywords=Securities%20operations.md)[Post-trade processing](https://jobicy.com/jobs?search_keywords=Post-trade%20processing.md)[Securities settlement](https://jobicy.com/jobs?search_keywords=Securities%20settlement.md)[Account transfers](https://jobicy.com/jobs?search_keywords=Account%20transfers.md)[Cash reconciliation](https://jobicy.com/jobs?search_keywords=Cash%20reconciliation.md)[Position reconciliation](https://jobicy.com/jobs?search_keywords=Position%20reconciliation.md)[Exception management](https://jobicy.com/jobs?search_keywords=Exception%20management.md)[PEA administration](https://jobicy.com/jobs?search_keywords=PEA%20administration.md)[Euroclear France](https://jobicy.com/jobs?search_keywords=Euroclear%20France.md)[Counterparty communication](https://jobicy.com/jobs?search_keywords=Counterparty%20communication.md)[Spreadsheet analysis](https://jobicy.com/jobs?search_keywords=Spreadsheet%20analysis.md)[SLA monitoring](https://jobicy.com/jobs?search_keywords=SLA%20monitoring.md)[KPI reporting](https://jobicy.com/jobs?search_keywords=KPI%20reporting.md)[SQL](https://jobicy.com/jobs?search_keywords=SQL.md)[Python](https://jobicy.com/jobs?search_keywords=Python.md)

Sample interview questionsHow would you investigate a securities transfer that has failed to settle?I would first validate the instruction details, including ISIN, quantity, account details, settlement date, and matching status. I would compare internal records with custodian information, identify the cause of the break, contact the relevant counterparty where necessary, document actions, and follow the case through to resolution.

What controls would you use when reconciling securities and cash positions?

I would reconcile internal ledgers against custodian statements and settlement confirmations, investigate differences promptly, and maintain an audit trail for each adjustment or exception. I would also use standardized checklists and escalation thresholds to ensure material breaks are addressed on time.

Why is preserving PEA tax history important during an account transfer?

PEA tax treatment depends on the plan's history, including its opening date and prior events. Accurate review and recording of the bordereaux d'information helps ensure continuity of that history and reduces the risk of incorrect tax treatment for the client.

How would you prioritize several urgent requests from banks, brokers, and internal teams?

I would prioritize by settlement deadline, financial or client impact, regulatory relevance, and dependency on external counterparties. I would communicate expected timelines early, keep stakeholders updated, and escalate blockers that could put a settlement or service-level commitment at risk.

How could SQL or Python improve a securities operations process?

SQL can help retrieve and compare transaction, position, and status data across operational datasets. Python can automate recurring reconciliations, flag exceptions based on defined rules, produce KPI reports, and reduce manual errors while retaining appropriate review controls.

Opportunity details

## About this role.

About Us:

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. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 – led by Sapphire and Tencent – serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

About the role:

In 2027, Upvest is launching the PEA (Plan d’Épargne en Actions) on the French market with several leading fintechs. Within the Settlements & Transfers team, you will work across the full post-trade chain of securities account and PEA transfers: from instruction processing to settlement at Euroclear France, including relations with account keepers, custodians and issuers.

This internship offers direct exposure to French and European post-trade operations during a product launch, with real responsibilities from your first weeks.

What you’ll do:

*

Incoming and outgoing transfers: Handle securities account (CTO) and PEA transfers with banks and brokers in France and across Europe, from receipt of the request to settlement of securities and cash.

*

Counterparty and client relations: Ensure smooth communication with counterparties (banks, brokers, custodians) and our clients, and drive the follow-up of requests and reminders.

*

Controls and reconciliation: Check securities and cash positions, reconcile movements with our custodian and analyse breaks.

*

Fails and exception management: Investigate unsettled or rejected instructions, identify the root cause and coordinate resolution with counterparties and internal teams.

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PEA tax continuity: Review and record PEA tax statements (bordereaux d’information) to ensure the plan’s tax history is fully preserved.

*

Registered shares: Process operations on French registered shares (conversions, de/registrations).

*

Reporting and continuous improvement: actively monitor SLAs and KPIs, write operating procedures and identify automation opportunities.

What you bring:

*

Education: 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.

*

Languages: You have native-level or bilingual proficiency in French (C2) and are comfortable working in English.

*

Experience: A first experience in banking, back office, middle office or securities operations is a strong plus, as is knowledge of the PEA, post-trade or Euroclear France.

*

Analytical mindset: Rigour, attention to detail and a taste for solving complex problems.

*

Tools: You’re confident with spreadsheets ; knowledge SQL/Python is a plus.

How we Upvest in you:

*

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.

*

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 Black at Upvest, Up&Out, and UpVergent.

Our Values:

*

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.

Show more

[Apply now >](https://jobicy.com/jobs/156147-securities-operations-intern-f-m-d.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

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