Operations Specialist

Moneyfarm; Milano; Ibrido; EUR 30.000 - 40.000; Tempo pieno

Descrizione del lavoro

A digital wealth management firm is seeking an Operations Specialist in Milan to manage client cash flows and regulatory reporting. The ideal candidate will possess strong analytical skills, a Bachelor's degree in a relevant field, and 1-3 years of experience in operations management. Bilingual proficiency in Italian and English is required, along with expertise in Excel and an understanding of SQL. This role offers several benefits including health insurance and career development opportunities.

Servizi

Health insurance

Fee-free investments

Career development opportunities

Training opportunities

Regular office social events

Competenze

• 1-3 years of experience in relevant roles.
• Experience in client operations management in banking or similar industries.
• Self-driven, ability to work with minimal supervision.

Mansioni

• Manage client cash inflows/outflows.
• Support billing calculation.
• Support regulatory reporting.
• Maintain data quality in systems.
• Produce reports and metrics.

Conoscenze

Data analysis and modelling

Proficiency in Microsoft Office Excel

Problem-solving skills

Fluent in Italian (B2)

Fluent in English (B2)

Formazione

Bachelor’s degree in Economics / Accounting / Law

Strumenti

SQL

Descrizione del lavoro

Join to apply for the Operations Specialist role at Moneyfarm.

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. Fast‑forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across four offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our Vision

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: We’re one team built on trust, honesty, and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow and empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter the goal or how big the dream.

What this means in practice

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status‑quo and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact. Our diversity makes this possible: different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions—our competitive edge. We value people for who they are and their unique strengths and offer flexible ways of working to support them 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 make investment advice accessible to everyone in a simple and transparent way. While 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 customer reporting
• Support taxation on Italian customers
• Asset transfer process
• Experience with corporate action management
• Checks on KYC and AML on the activation flow
• Verify and maintain data quality in systems
• Produce reports 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
• Proactive and passionate about improving the status‑quo
• Nice to have: Use of SQL
• Bachelor’s degree (Economics / 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

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.

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

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Other

Industries

• IT Services and IT Consulting

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