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Operations Specialist - fixed term contract

Moneyfarm

Milano

In loco

EUR 50.000 - 70.000

Part-time

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Descrizione del lavoro

A digital wealth management company headquartered in Italy seeks an Operations Specialist for a 6-month fixed-term contract in Milan. The role involves critical data management, supporting regulatory reporting, and client cash management. Ideal candidates should have analytical skills and previous experience in the financial industry. The position offers various benefits, including health insurance, career development opportunities, and a friendly workplace culture.

Servizi

Health insurance and wellness plan

Fee-free investments

Incentive scheme

Career development opportunities

Training opportunities

Regular office social events

Friendly culture

Competenze

Preferred previous experience in the financial industry.
Ability to perform large-scale data analysis and modelling for actionable insights.
Solid Microsoft Excel skills.

Mansioni

Manage day-to-day operations processes.
Handle corporate actions management.
Support regulatory reporting to Bank of Italy.

Conoscenze

Data analysis

Analytical skills

Proactive problem-solving

Microsoft Excel

English (B2 level)

Formazione

Bachelor's degree in Economics, Accounting, or Law

Strumenti

SQL

Operations Specialist - Fixed Term Contract

Join Moneyfarm as an Operations Specialist for a 6‑month fixed‑term contract. Moneyfarm is a rapidly growing pan‑European digital wealth manager with over 167,000 investors and more than £5.5 billion invested.

We serve clients by providing transparent investment advice through a hybrid model that combines digital tools with personalised service.

Company Overview

With 220+ employees across 4 offices in Italy and the UK, Moneyfarm is backed by major partners such as Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our Vision

To combine passion, expertise, and technology to deliver best‑in‑class investment solutions that protect and grow client wealth over time.

Our Core Values

Relationships are our first asset: we are one team built on trust, honesty, and transparency, valuing relationships above all else.
Trust drives success: we give each other space to grow, empowering employees to make a real impact.
Customer ambition: we see the bigger picture and help our customers see it, focusing on the best outcomes for all.

What this means in practice

We act with purpose, urgency, and ambition to deliver meaningful outcomes. Everyone is empowered to take ownership, challenge the status‑quo, and transform bold ideas into results. AI underpins smarter decisions and greater impact. We celebrate diversity and offer flexible working to support each person’s best performance.

Who we’re looking for

We seek a highly motivated, reliable professional to support our Operations team, managing day‑to‑day operations processes for our Italian business.

Responsibilities

Fundamental data management and checks for instruments
Day‑to‑day management of in‑specie transfers
Corporate actions management
Management of client cash inflows and outflows
Support billing calculation
Support regulatory reporting to Bank of Italy, Consob, Agenzia delle Entrate
Support customer reporting
Taxation support for Italian customers
KYC and AML checks on activations flow
Maintain data quality in systems
Produce reports and metrics

Requirements

Preferred previous experience in the financial industry
Ability to perform large‑scale data analysis and modelling for actionable insights
Excellent analytical and problem‑solving skills
Solid Microsoft Excel skills
Proactive and passionate about improving the status‑quo
English (written and spoken, starting at B2 level)
Self‑driven, able to work in an unstructured environment with minimal supervision

Nice to have