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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