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Strategy Intern (f/m/d)

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 200 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 currently employ 200+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK. We would consider hiring remotely for this role. If you do want to move to one of our hubs, we’re happy to support your relocation.

Our mission:

As leading Investment API category leader in Europe, we are scaling our business and product across client groups, markets and products. As Strategy Intern, you will be at the core of our strategic initiatives, working within the strategy team and cross-functionally with our other teams to:

Support Upvest’s vision and strategy to become the leading investment infrastructure of tomorrow across Europe

Our Investment API revolutionises access to investment infrastructure. We have worked relentlessly to build the product we have today and are proud to already call Europe’s largest Fintech our clients. As we enter a critical scaling phase, we need to stay laser-focused on our goal: to become Europe’s category leader. Our company strategy serves as the backbone of this focus. As Strategy Intern, you will support the Strategy team and entire executive team to shape and execute our strategy—from initial conceptualization to prioritisation, execution and communication of key initiatives. Example projects include supporting our international expansion and uncovering new business opportunities.

Support our organisational strategy as a key enabler for growth and focus

With over 180 talented professionals on our team and continued growth in product, markets, and client reach, it’s essential to maintain a sharp focus, make strategic decisions, and set clear priorities. You will be key to supporting the development and execution of our organisational strategy, including our OKR process, linking our OKRs with core business KPIs, and collaborating across teams to ensure cohesive decision-making and strategic prioritisation. Additionally, you’ll play a central role in supporting our all-hands presentations, preparing senior stakeholder presentations and offsites.

Work cross-functionally to gain deep insights into our business

As a member of the strategy team, you’ll engage in cross-functional projects to gain a comprehensive understanding of our product, clients, operations, and banking ecosystem. Working closely with our Head of Strategy & Chief of Staff and our executive and senior management teams, you’ll ensure seamless business operations. You will gain wide exposure across our business, contributing to high-impact projects alongside senior leadership.

What you can expect from this role: 

  • Ownership coupled with inspirational leadership: As Strategy Intern you will be at the core of some of the most impactful projects at Upvest. From supporting the definition of our company strategy and targets to helping in the execution, you will be a key stakeholder and truly own the outcome paired with inspirational leadership, working directly with our Chief of Staff and the entire management.

  • An exceptional team: Upvengers are one of a kind when it comes to combining impactful work with a relaxed and fun atmosphere. Across the board, we have established strong practices around feedback, team health and social events resulting in constantly high eNPS

  • Continuous learning: The complex yet fascinating field of investments, building an API product on a state-of-the-art tech stack, and working with the most relevant fintechs and financial institutions provide for an incredibly rewarding learning experience. It is a great opportunity if you aspire to grow professionally and personally.

Job requirements:

  • You have completed at least 1–2 internships in high-growth companies or strategy consulting.

  • You excel at analyzing complex problems, breaking them down into actionable insights, and driving measurable outcomes.

  • You thrive in cross-functional teams, aligning efforts toward shared goals. You're comfortable managing multiple projects simultaneously and adapt quickly to new challenges.

  • You enjoy developing and articulating strategic initiatives, while also diving into the details to ensure flawless execution.

  • You're passionate about fintech, eager to learn, and driven to transform the investment world to empower more people to invest.

  • You're available for a minimum of 4 months and are based in Berlin.

Why Upvest?

  • We're working on solving a hard problem: fixing the European investment 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.

  • 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

What You Should Know About Strategy Intern (f/m/d), Upvest

Join Upvest as a Strategy Intern (f/m/d) in Berlin and be part of a mission to make investing as easy as spending money! As we empower businesses with our cutting-edge Investment API, you'll support our strategic initiatives by working closely with our Strategy team and collaborating across our diverse departments. Your role will involve contributing to our vision of becoming the leading investment infrastructure across Europe, where you'll assist in defining and executing strategy projects such as international expansion and identifying new business opportunities. You'll gain multifaceted insights into our operations, products, and the banking ecosystem while preparing presentations for senior stakeholders. With ownership over impactful projects and an engaging team atmosphere, your experience at Upvest will be both rewarding and educational. You’ll dive into the intricacies of fintech, strategizing alongside our expert leadership, and foster a culture of growth and development that reflects our commitment to making investment accessible to everyone. If you're passionate about fintech and eager to transform the investing landscape, apply today and help us empower more people to invest!

Frequently Asked Questions (FAQs) for Strategy Intern (f/m/d) Role at Upvest
What are the main responsibilities of a Strategy Intern at Upvest?

As a Strategy Intern at Upvest, your primary responsibilities include supporting the execution of the company’s strategic initiatives, working cross-functionally to gain insights into the business, and helping manage projects like international expansion and uncovering new business opportunities. You'll also be involved in preparing presentations for senior stakeholders to communicate key strategic priorities effectively.

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What qualifications do I need to apply for the Strategy Intern position at Upvest?

To apply for the Strategy Intern position at Upvest, you should have completed 1-2 internships in high-growth companies or in strategy consulting. Additionally, strong analytical skills, an ability to work collaboratively in cross-functional teams, and a passion for fintech are essential. Candidates should be available for at least 4 months and ideally be based in Berlin.

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What skills will I develop as a Strategy Intern at Upvest?

During your internship at Upvest, you'll develop valuable skills such as strategic thinking, project management, analytical problem-solving, and effective communication. You will have the opportunity to work alongside senior leaders, gaining insights that will enhance your understanding of the fintech landscape and investment strategies.

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How does Upvest support the growth and development of its Strategy Interns?

Upvest values the development of its Strategy Interns by providing access to personal coaching, a development budget, and a culture that encourages continuous learning. You'll be immersed in challenging projects that foster your professional growth while also benefiting from the supportive team environment and feedback mechanisms.

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What is the company culture like at Upvest for a Strategy Intern?

At Upvest, the culture is both empowering and inclusive, allowing Strategy Interns to thrive in a collaborative and relaxed atmosphere. You’ll experience a commitment to open communication, team collaboration, and celebrating successes together, while having the autonomy to take ownership of your projects.

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Common Interview Questions for Strategy Intern (f/m/d)
Can you describe your experience with strategic analysis and how it relates to the Strategy Intern role at Upvest?

When answering this question, provide specific examples of past experiences where you've conducted strategic analysis, such as market research or competitive analysis. Highlight the tools you used and how your insights contributed to decision-making processes, demonstrating your analytical skills relevant to the role at Upvest.

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How do you prioritize and manage multiple projects as a Strategy Intern?

To answer this question effectively, discuss your method for prioritizing tasks based on project deadlines and impact. Mention specific strategies such as using project management tools or techniques, and emphasize your adaptability in handling changing priorities in a fast-paced fintech environment like Upvest.

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What interests you about fintech and how do you see yourself contributing to Upvest?

Your answer should reflect a genuine interest in fintech and current trends impacting the industry. Discuss how this passion aligns with Upvest’s mission to transform the investment landscape and provide specific examples of how you can contribute to their strategic initiatives.

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Describe a time when you worked in a cross-functional team. What was your role?

Share a detailed account of your experience in a cross-functional team setting, specifying your role and contributions. Focus on how you facilitated collaboration among different departments, shared insights, and helped guide the project towards a successful outcome, showcasing skills relevant to your role at Upvest.

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How would you approach preparing for a senior stakeholder presentation?

Discuss your approach to understanding the audience and their expectations, researching relevant information, and organizing your presentation logically. Emphasize the value of clarity and conciseness, along with visual aids or storytelling techniques that keep senior stakeholders engaged.

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Can you give an example of when you turned a complex problem into actionable insights?

Provide a clear example of a complex problem you faced, outlining the steps you took to analyze and break it down into actionable insights. Discuss the outcome and how it positively impacted your team or organization, demonstrating your analytical thinking skills pertinent to the Strategy Intern role at Upvest.

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What strategies would you use to uncover new business opportunities for Upvest?

When answering, propose strategic approaches such as market analysis, competitor benchmarking, and customer feedback collection. Highlight the importance of aligning these strategies with Upvest’s overall objectives and how they could lead to identifying new avenues for growth.

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How do you handle constructive feedback and apply it to your work?

Share your perspective on feedback as a valuable part of growth, and provide an example of a time when you received feedback, how you responded to it, and what changes you made as a result. This shows your openness to improvement, a quality highly valued at Upvest.

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What do you believe are the main challenges facing the investment sector today?

Discuss relevant challenges such as regulation changes, technological advancements, or shifts in consumer behavior. Show your awareness of how these impact companies like Upvest and express how you’d like to contribute to overcoming these challenges during your internship.

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What do your long-term career aspirations look like, and how does this internship fit into them?

Be honest about your career goals while tying them to what you hope to learn and achieve during your internship at Upvest. Discuss how this role can provide a foundation for your aspirations in fintech or strategy, aligning with Upvest’s mission and values.

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Upvest provides the first pan-European Investment API enabling businesses to offer investment experiences such as wealth or brokerage products in their applications. Using the full-stack solution (incl. tech, operations, licenses), clients can f...

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DATE POSTED
April 9, 2025

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