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 **
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