Descrizione:
Overview
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. We are recognised as one of the most innovative fintechs, headquartered in the heart of London. With a team of 220+ people across 4 offices in Italy and the UK, we are backed by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Vision and Values
Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.
Our Core Values — Relationships are our first asset; Trust drives success; Our customers dream big, just like us. We are focused on the best outcomes for our clients and for each other, and we value flexibility to support people in doing their best work.
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 the UK. We combine a digital service with a human touch in our hybrid model.
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 (banking or similar industries)
- Self-driven, ability to work in an unstructured environment with minimal supervision
Location and Working Policy
This role is based in our Milan or Cagliari office. Our smart working policy requires at least 2 days of in-office presence per week.
Application
For this role, please upload your CV in English.
Benefits
- Health Insurance, Wellness plan
- Fee-free investments on Moneyfarm platform
- Career development opportunities
- Training opportunities
- Regular office social events
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