Investment Operations Associate

Moneybox; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join a fast-growing fintech company as an Investment Operations Associate, managing trading, reporting, and customer funds. This role offers the opportunity for professional development, training support for investment operations certification, and a dynamic work environment.

Benefits

Company shares

Private Medical Insurance

Home office allowance

Annual Learning and Development budget

Cycle to work scheme

25 days holiday

Hybrid working environment

Qualifications

• Minimum 2 years work experience in investment or reconciliations.
• Strong Excel skills needed.
• Fluency in English is required.

Responsibilities

• Manage daily customer funds and assets.
• Complete daily reconciliations.
• Support regulatory reporting.

Skills

Attention to detail

Problem-solving

Communication

Numeracy

Analytical thinking

Education

Level 3 Investment Operations Certificate

Two years experience in dealing or reconciling

Job description

As an Investment Operations Associate, you’ll be key in managing, trading and reporting on our customer funds and assets. You’ll be exposed first hand to the rules and regulations that govern everything we do whilst also working towards your Level 3 Investment Operations Certificate (with CISI). We work closely with a team of platform developers/engineers to manage daily processing, controls, and systems needed to manage our customers’ investments and savings. In other words, whenever a customer decides to move their money in the app, we are the team that makes it a reality.

We are looking for someone with a passion for fintech who is excited about this great opportunity to further their career in Investment Operations and be part of the future of Moneybox.

What you'll do

• Working as part of the Investment Operations team interacting frequently with other operations, finance and technology team members, this role will be responsible for, but not limited to, the following:
• Assisting with day-to-day operational processes for the investment of cash and stocks in our current and future products.
• Completing daily reconciliations of customer monies and assets.
• Instructing payments to and from partners and customers.
• Learning about and demonstrating knowledge and understanding of the rules and regulations that are applicable to us and the products we offer customers.
• Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.
• Gain your Level 3 Investment Operations Certificate with CISI with our support.
• Further develop invaluable soft skills around communication, teamwork, time management and prioritisation.

Who you are

• A highly detail-oriented individual with a diligent and methodical approach to operations.
• Interested in providing an excellent operations service and demonstrating initiative in developing it to be the best it can be.
• A naturally personable, great communicator who has a passion for their work and the people they work with.
• Adaptable and flexible, for those times when things do not go to plan.
• Knows how to have fun whilst maintaining a professional outlook.

Experience and skills

• A minimum of 2 years previous work experience, ideally in dealing, reconciliations or investments.
• Ability to work well both individually with minimal guidance and as part of a team.
• Strong attention to detail.
• Proven problem-solving skills.
• Highly numerate with good Excel skills and analytical thinking.
• Great communication and listening skills.
• Fluency in English.

What's in it for you

• Opportunity to join a fast-growing, award-winning and super ambitious startup.
• Work with a friendly team of highly motivated individuals.
• Be in an environment where you are listened to and can actually have an impact.
• Thriving collaborative and inclusive company culture.
• Company shares.
• Company pension scheme.
• Hybrid working environment.
• Home office furniture allowance.
• Personal Annual Learning and Development budget.
• Private Medical Insurance.
• Health Cash Plan (cashback on visits to the dentist & opticians etc).
• Cycle to work scheme.
• Gympass subscription to a variety of gyms and wellbeing apps.
• Enhanced parental pay & leave.
• 25 days holiday + bank holidays with additional days added with length of service.
• Plus many more
• Our office is in London, by the Oxo Tower

Our Commitment to DE&I

At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential

Working Policy:

We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

Visa Sponsorship:

At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Please read before you apply!

Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance. By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: [e-mail]

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