Post Trading Services Manager at Moneyfarm
Milan, Lombardy, Italy -
Full Time


Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Post Trading, Settlement Process, Liquidity Management, Analytical Skills, Problem-Solving Skills, Bloomberg Terminal, Excel Skills, MySQL

Industry

Financial Services

Description
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures 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 expanding our dealing team to support the trading and post-trading activities of our Discretionary Portfolio Management business. This team will also be responsible for supporting our online investing platform for our retail clients. As a Head of post trading services, you will be crucial in this team's success. You will manage and optimize our settlement process with the primary goal of enhancing our settlement procedure and ensuring strict compliance with best execution policies. Key Responsibilities Ensure a smooth process in all the post trading activity Respond to counterparty query and reconcile position with counterparty Monitoring the settlement process against counterparty Manage the Group liquidity to optimize revenue to make sure counterparty are settled regularly. Monitoring and improve the general efficiency in settlement process and monitoring of settlement costs Support the team in the execution and monitor orders for our Discretionary Portfolio Management (DPM) business. Support the team in all the reporting and analytical tasks Oversee and support orders for the new online trading platform. Evaluate and measure the performance of new counterparties. Setting up and approving new financial instrument A minimum of four years of experience in a middle office environment with some exposure to the execution activity Deep knowledge of financial market functions and investment products, particularly ETFs. Deep knowledge of the settlement mechanism and procedure in particular for listed instruments Strong analytical and problem-solving skills. Proven ability to work effectively under pressure and demonstrate a proactive attitude. Proficiency with Bloomberg terminal. Excellent Excel skills and the ability to write code or build queries in MySQL. Health Insurance, Wellness plan Fee free investments on Moneyfarm platform Career development opportunities Training opportunities Regular office social events Happy and friendly culture!
Responsibilities
Manage and optimize the settlement process for post-trading activities. Ensure compliance with best execution policies and support the trading team in executing orders.
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