Hybrid Operations Specialist

Posted 3 weeks ago

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About the role

  • Operations Specialist at Moneyfarm responsible for managing operational processes in Italy and the UK. This includes client cash management, regulatory reporting, and data quality verification.

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 **

Benefits

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

Job title

Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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