Operations Specialist

About The Role

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 Italy and UK. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch.

Main Responsibilities

• 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
• Asset transfer process
• Experience with corporate action management
• Checks on KYC and AML on the activations flow
• 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
• Italian, written and spoken (starting with B2 level)
• English, written and spoken (starting with B2 level)
• Years of experience: 1-3 in relevant roles
• 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)
• Previous experience in client operations management (either in banking or similar industries)
• Self-driven, ability to work in an unstructured environment with minimal supervision

Location

This role is based in our Milan or Cagliari office and our smart working policy requires at least 2 days of in-office presence per week.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Career development opportunities
• Training opportunities
• Regular office social events