Upvest is on a mission to make investing as easy as spending money. The company 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 enterprises alike can save resources and fully focus on their core business.
Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.
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.
About the team:
At Upvest, you'll become an integral part of our Data Management community where Analysts, and Engineers collaborate to learn and grow together. Moreover, our integrated organisational structure provides you with the opportunity to work closely across finance, product, engineering, and operations areas.
What Will You Work On?
- Develop & Maintain Business Logic: Create and refine dbt models that transform raw data into well-organized, business-ready tables. Translate complex business requirements into robust SQL transformations and aggregated metrics.
- Ensure Quality & Governance: Implement comprehensive testing and maintain clear documentation for all data models. Collaborate with the broader central data team and Data Engineering to guarantee that the raw data and subsequent transformations adhere to strict quality standards.
- Seamless Integration: Structure the datamart layer to support efficient connections with our BI tools (Looker). Work with analysts across teams to understand reporting needs and adapt models to support evolving business questions.
- Interface Between Teams: Serve as the liaison between the technical data pipelines and business-facing analytics. Ensure that every transformation reflects practical business logic, translating technical insights into meaningful business outcomes across the organization.
- Data Architecture & Quality Assurance: Within the central data team, you will architect and optimize our analytical infrastructure to ensure complete data consistency and integrity. You will design and implement scalable data models, enforce rigorous testing, and document business logic so that every data asset is accurate and dependable.
- Cross-Functional Collaboration: Work closely with product managers, developers, and analysts as part of the central data team. Your role will bridge technical and business perspectives, ensuring that data solutions are seamlessly integrated into our B2B products and services and that they reflect our organization’s strategic goals.
- Data Strategy & Product Innovation: Drive our evolving data strategy by identifying opportunities to transform data into new revenue streams. As a central data team member, you’ll contribute to enhancing our financial APIs and services while helping evolve our data capabilities into a standalone, marketable product offering.
This role will give you the opportunity to:
Data-Driven Impact: You will have the opportunity to work on projects that directly influence the success of our financial API offerings. Your data analyses and insights will shape decision-making, improve client experiences, and contribute to the growth of our business.
Variety of Data Challenges: You'll confront a broad spectrum of data-related tasks, focusing on careful data modelling rather than mere extraction. Advanced analytics and visualisation will be integral parts of your role. Each project will offer fresh and engaging opportunities to refine your analytical expertise.
Collaboration: Expect a collaborative environment where you'll work closely with talented professionals across different teams, including developers, product managers, and financial experts. Collaboration is at the heart of what we do.
Continuous Learning: You'll enjoy ongoing opportunities for professional development. We provide comprehensive training programs, workshops, and resources to enhance your data analysis skills and keep you at the forefront of industry trends.
An experienced team and culture-driven organisation: Despite the early stage of the company, we have assembled a world-class team with lots of experience across all key domains that we require for our success, from banking and risk to regulatory, legal and compliance to product and engineering. The organisation is also full of people who have successfully scaled companies before, who understand the importance of live and breath culture and “people first”.
Job requirements:
- 4+ Years of Experience: Proven track record in building data warehouse products, designing code-based ETL processes, and delivering robust BI solutions with strong dimensional modeling skills within an analytical engineering context.
- SQL Mastery: Proficient in SQL with a passion for writing efficient, optimized queries that form the backbone of scalable, maintainable analytical systems.
- Advanced dbt Experience: Demonstrated expertise with dbt (Core) for data modeling and transforming raw data into actionable, business-ready analytical layers.
- Cloud Data & BI Tools: Familiarity with modern cloud data warehouses (e.g., Snowflake, BigQuery) and BI tools (e.g., Looker, Tableau, PowerBI, Mixpanel) to deliver comprehensive analytical solutions.
- Data Quality & Monitoring: Expertise in data quality management, including the design and implementation of robust monitoring frameworks to ensure data integrity and reliability.
- Effective Communication: Excellent communication skills with the ability to convey complex technical and business ideas clearly and simply, making data insights accessible to both technical and non-technical stakeholders.
- Business Acumen: Strong strategic approach to stakeholder management, ensuring that analytical engineering initiatives are aligned with overall business objectives.
- Fintech Experience: Prior experience in a Fintech B2B environment is a significant plus.
- Proven experience working collaboratively with cross-functional teams to deliver results.
- Ability to put strategy into action by linking high-level objectives with specific details and moving smoothly between them.
Must have:
- Proficiency in SQL (we use Google Big Query) and a computing language such as Python (or or another programming language like Java or Go)
- At least 3 years experience working with dbt (Data Build Tool)
- Strong understanding of Git workflows and version control best practices (we won’t teach you terminal and git)
- Familiarity with advanced programming concepts, such as metaprogramming (Looker Liquid, dbt Jinja), is a plus
- Proficiency with the command line interface (Bash, ZSH, etc.) and ability to keep your IDE and tools in shape
Why Upvest?
- Greenfield projects. We’re building something quite complex and a first in Europe. This means we’re working with cutting-edge technologies and with no legacy code.
- Wellbeing. At Upvest, everyone has access to our in-house coach where you can have regular sessions to support you personally and professionally.
- Development. In keeping with one of our core values, ‘Learn and Grow’, every Upvenger has access to a development budget. In line with one of our other values, ‘Own the Outcome’, how you choose to make the most of it, is up to you.
- Flexibility. We work in a hybrid setup with the team distributed around Germany and Europe. We give you the choice (and budget) to spend your time where you are most comfortable and productive, either at home or the office. You choose.
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
