Upvest

Securities Operations Intern

Upvest
Posted 10/20/2026internshipRemote • FranceEntry LevelWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in securities operations, including handling PEA transfers and ensuring compliance with financial regulations. Proficient in communication with banks, brokers, and custodians while maintaining rigorous attention to detail and problem-solving capabilities.

Highest-signal resume keywords
Securities OperationsPEA TransfersNative-Level French ProficiencySQL KnowledgeAttention to Detail

Tech Stack

Tools & technologies
PythonSQL

About the role

Key responsibilities & impact
  • Handle securities account (CTO) and PEA transfers with banks and brokers in France and across Europe, from request receipt to securities and cash settlement
  • Ensure smooth communication with counterparties, including banks, brokers and custodians, and clients
  • Follow up on requests and reminders
  • Check securities and cash positions, reconcile movements with the custodian and analyse breaks
  • Investigate unsettled or rejected instructions, identify root causes and coordinate resolution with counterparties and internal teams
  • Review and record PEA tax statements (bordereaux d'information) to preserve the plan's tax history
  • Process operations on French registered shares, including conversions and de/registrations
  • Monitor SLAs and KPIs
  • Write operating procedures and identify automation opportunities

Requirements

What you’ll need
  • 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 must be able to sign an internship agreement
  • Native-level or bilingual proficiency in French (C2)
  • Comfortable working in English
  • A first experience in banking, back office, middle office or securities operations is a strong plus
  • Knowledge of the PEA, post-trade or Euroclear France is a strong plus
  • Rigour, attention to detail and a taste for solving complex problems
  • Confidence with spreadsheets
  • Knowledge of SQL/Python is a plus

Benefits

Comp & perks
  • Direct exposure to French and European post-trade operations during a product launch
  • Real responsibilities from the first weeks
  • Impact-driven work on infrastructure powering the future of investing in Europe
  • Work with modern technologies
  • Company-wide events, including UpFest, dinners, offsites and Holiday party
  • Inclusive culture and Employee Resource Groups
  • Equal opportunity employer committed to diversity and inclusion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Securities Account ManagementCash SettlementReconciliationTax Statement ReviewData AnalysisProblem SolvingSpreadsheet ProficiencyPost-Trade KnowledgeEuroclear France KnowledgeBanking Operations Experience
Soft Skills
CommunicationRigourAttention to DetailConfidence
Certifications & Qualifications
Master's Degree in FinanceMaster's Degree in BankingMaster's Degree in EconomicsMaster's Degree in Law
Industry Keywords
CTO TransfersPEABack OfficeMiddle OfficeSLAsKPIsCustodiansBrokersBanksFinancial Regulations