Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany.

The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).

We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.

We’re based in Berlin but are also open to hiring remotely in Germany or Estonia for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

Team's mission

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, finance, and operations areas.

What will you work on?

Data Analysis and Insights: Dive into complex datasets to extract valuable insights and trends that drive data-informed decisions, ensuring our B2B offerings are optimised for success.

Client Data Analysis & Customised Reporting: You'll conduct in-depth analysis of client data to provide actionable insights and create custom reports and data visualisations tailored to our B2B clients' specific needs, enabling them to make informed decisions and gain a competitive edge.

Data Architecture and Tools: Collaborate on data architecture projects with a primary focus on achieving 100% data consistency. Utilise advanced tools such as DBT, BigQuery, and Looker, prioritising data quality and integrity in all data modelling and analysis tasks. This approach enhances our ability to meet client needs by ensuring consistent and reliable data.

Cross-Functional Impact: Collaborate with various teams, including developers and product managers, to seamlessly integrate your data-driven insights into our B2B products and services, driving continuous improvement.

Data Strategy Implementation and Product Enhancement: Play a pivotal role in executing our data strategy, ensuring that data-driven solutions are seamlessly integrated into our B2B offerings, and work to enhance our financial APIs and services based on data-driven insights that meet our clients' evolving needs. Additionally, actively support the initiative to transform our data into a standalone product, leveraging your analytical skills to develop valuable insights and features that can be marketed and sold to a wider audience, thus expanding our revenue streams and market presence.

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:

• 3-5 years of experience in an analyst or data engineering role requiring data interrogation, analysis, and storytelling skills, paired with proficient stakeholder management

• Proficiency in handling complex datasets and preparing them at the right granularity in a robust way

• Conducting analysis to preemptively identify issues and surface actionable insights and recommendations to mitigate risk

• Expertise in data visualisation and using data insights to deliver actionable recommendations that drive business goals

• Expert level proficiency in SQL, experience working with DBT (Data Build Tool), BigQuery, and Looker, or equivalent, is essential

• Proficiency in another programming language ( Python, R, Java etc)

• Comfortable with the Git workflow and proficiency with a general-purpose programming language, as well as exposure to meta-programming is a plus

• A builder's mindset with a willingness to question assumptions and challenge conventional wisdom

• Ability to communicate results clearly and concisely with a focus on driving measurable impact

• Demonstrated ability to independently manage project work and effectively prioritise projects to meet deadlines

• Proven experience working collaboratively with cross-functional teams to deliver results

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