Operations Specialist

We’re a pan-European digital wealth manager with 128.000 active investors (growing fast!) and over £3.5 billion invested on our platform. With 170+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital and Allianz.

We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for all operations processes relating to our business in Italy

Responsibilities

·       Instruments’ fundamental data management and checks

·       Day-to-day management of in specie transfers

·       Corporate actions management

·       Day-to-day management of client cash inflows/outflows

·       Support billing calculation

·       Support regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate)

·       Support customers reporting

·       Support the taxation on Italian customers

·       Checks on KYC and AML on the activations flow

·       Verify and maintain data quality in systems

·       Produce report and metrics

Requirements

·       Previous experience in the financial industry

·       Ability to conduct large-scale data analysis and modelling to derive actionable insights

·       Excellent analytical and problem-solving skills

·       Solid Microsoft office Excel skills

·       Proactivity and passion for improving status quo

·       English, written and spoken (starting with B2 level)

·       Self-driven, ability to work in an unstructured environment with minimal supervision

Nice to have

·       Use of SQL

·       Bachelor’s degree (Economic / Accounting / Law)