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.
Your mission
Data Analysis & Insights
- Analyze complex datasets to uncover key trends and insights that support all verticals across the COO Area.
- Provide actionable recommendations through in-depth analysis, custom reports, and data visualizations.
- Enable informed decision-making and help drive a competitive edge with data-driven strategies.
Data Architecture & Tools
- Ensure data availability and consistency by contributing to data architecture projects.
- Work with tools like DBT, BigQuery, and Looker, focusing on data quality and integrity.
- Build scalable data models that empower business decisions and future growth.
Cross-Functional Impact
- Partner with developers, product managers, operators, and the COO Strategy team to integrate data-driven insights into our B2B products and services.
What You Can Expect From This Role
Data-Driven Impact
- Work on projects that directly shape the success of our financial API offerings.
- Use data-driven insights to improve client experience, optimize middle- and back-office operations, and enhance vendor management.
- Play a key role in driving business growth through data-informed decision-making.
Diverse Data Challenges
- Tackle a wide range of data-related tasks, focusing on thoughtful data modeling rather than simple extraction.
- Apply advanced analytics and visualization techniques to derive meaningful insights.
- Work on dynamic projects that continuously refine your analytical expertise.
Collaboration
- Be part of a highly collaborative environment, working closely with developers, product managers, and operations teams.
- Contribute to cross-functional projects where data plays a central role in decision-making.
Continuous Learning & Growth
- Benefit from a structured onboarding program that familiarizes you with Upvest’s analytics framework and domain knowledge.
- Experience a steep learning curve with ongoing opportunities for professional development.
- Access training programs, workshops, and resources to stay ahead of industry trends.
Experienced Team & Strong Culture
- Join a world-class team with deep expertise across key domains, despite the company’s early stage.
What You Bring
- Experience & Skills: 3–5 years in an analyst and/or data engineering role, covering data investigation, analysis (dashboards), ingestion (ETL pipelines), and storytelling, with strong stakeholder management. Proven ability to handle complex datasets, conduct risk-mitigating analyses, and translate insights into actionable recommendations.
- Technical Proficiency: Advanced SQL skills and experience with DBT, BigQuery, and Looker (or equivalents); Python proficiency is a plus. Comfortable with Git workflows, and exposure to metaprogramming is beneficial.
- Mindset & Collaboration: A builder’s mindset with a proactive approach to problem-solving and challenging assumptions. Strong communication skills to present findings clearly and drive measurable impact. Proven ability to manage projects independently, prioritize tasks, and collaborate across hybrid teams.
- Industry Knowledge: Fintech experience is a plus; a strong interest in financial systems and data-driven decision-making is essential.
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.
- 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
