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For Companies At a Glance
- Tasks: Administer cash and investment products while ensuring compliance and excellent customer service.
- Company: Join Moneybox, a forward-thinking company focused on innovation and customer experience.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team that drives change and enhances customer satisfaction.
- Qualifications: Strong analytical skills and a passion for finance and operations.
- Other info: Collaborative environment with a focus on automation and continuous improvement.
The predicted salary is between 28800 - 48000 £ per year.
Overview
The Investment Operations team consists of two functional areas: Investment Operations; and Change.
Investment Operations team
This team is responsible for administering Moneybox’s cash and investment products, performing all the required regulatory processes for customer deposits, trades, withdrawals and transfers on a daily basis. The team pride itself on using effective controls and innovative automation within our in-house investment platform to ensure the best possible service for our customers.
Change team
The Change team is responsible for providing project management, business analysis, and business change support to deliver improvements to our business systems. The team works with operational and technical teams across Moneybox in support of meeting regulations, automating processes, and offering a great customer experience.
Investment Operations works closely with
- Compliance
- Cloud Apps
- Customer Support & Customer Operations
- Finance
- Legal
- Product
- Platform
View our current Investment Operations vacancies
Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.
A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.
For Business Saver: T&Cs apply. Max one withdrawal per day.
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Investment Operations employer: Moneybox
Contact Detail:
Moneybox Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations
✨Tip Number 1
Network like a pro! Reach out to folks in the investment operations field on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience with cash and investment products. This will give you an edge during interviews.
✨Tip Number 3
Be ready for those tricky questions! Brush up on regulatory processes and automation in investment operations. We want to see that you know your stuff and can think on your feet.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Investment Operations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations role. Highlight relevant experience and skills that align with our team's focus on cash and investment products, as well as any regulatory processes you've handled.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about joining our team. Share specific examples of how you've contributed to similar projects or roles in the past, especially those involving automation or customer service.
Showcase Your Attention to Detail: In Investment Operations, attention to detail is key. Use your application to demonstrate how you've successfully managed complex tasks or processes, ensuring accuracy and compliance in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, you'll get a feel for our company culture while you're at it!
How to prepare for a job interview at Moneybox
✨Know Your Numbers
Make sure you’re familiar with key financial metrics and investment terms relevant to the role. Brush up on your knowledge of cash and investment products, as well as regulatory processes. This will show that you’re not just interested in the job, but that you understand the industry.
✨Showcase Your Problem-Solving Skills
The Change team is all about improving systems and processes. Be prepared to discuss examples from your past where you identified a problem and implemented a solution. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Demonstrate Team Spirit
Investment Operations works closely with various teams. Highlight your experience in collaborative environments and how you’ve contributed to team success. Share specific instances where teamwork led to improved customer experiences or operational efficiency.
✨Ask Insightful Questions
Prepare thoughtful questions about Moneybox’s approach to automation and customer service. This shows your genuine interest in the company and the role. It also gives you a chance to assess if the company culture aligns with your values.