Overview
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We are a pan-European digital wealth manager with 100,000 active investors and over £5 billion invested on our platform. With 230+ people across 4 offices in Italy and the UK, we are supported and funded by Poste Italiane, Cabot Square Capital, M&G 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. Moneyfarm is known as one of the most innovative fintechs headquartered in London.
Mission: To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values: Relationships are our first asset; We are one team, built on trust, honesty and transparency; Trust drives success; We give each other the space to grow; Our customers dream big, just like us.
Moneyfarm values diversity and offers flexible working. Italian candidates who belong to o Categoria protetta (Legge 68/99) are welcome.
Who we’re looking for
Moneyfarm is growing and evolving. 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 the UK. We combine a digital service with a human touch.
Responsibilities
* Day-to-day management of client cash inflows/outflows
* ISA transfer management
* Support billing calculation
* Support Corporate Action management
* Support Asset transfer process
* Support regulatory and client reporting
* Perform KYC and AML checks
* Verify and maintain data quality in systems
* Produce report and metrics
Requirements
* Ability to conduct large-scale data analysis and modelling to derive actionable insights
* English, written and spoken (starting with B2 level)
* Previous experience in client operations management (either in banking or similar industries)
* Excellent analytical and problem-solving skills
* Solid Microsoft Office Excel skills
* Proactivity and passion for improving status quo
Nice to have
* Use of SQL
* Bachelor's degree (Economic / Accounting / Law)
* Self-driven, ability to work in an unstructured environment with minimal supervision
Benefits
* Health Insurance, Wellness plan
* Fee free investments on Moneyfarm platform
* Incentive scheme
* Career development opportunities
* Training opportunities
* Regular office social events
* Happy and friendly culture!
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Other
* Industries: IT Services and IT Consulting
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