Operations Specialist

at  Moneyfarm

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.

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)

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