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For Companies At a Glance
- Tasks: Manage customer funds, assist with daily operations, and support regulatory reporting.
- Company: Join Moneybox, a fast-growing fintech startup revolutionising how people manage their money.
- Benefits: Enjoy hybrid working, company shares, private medical insurance, and a personal development budget.
- Why this job: Be part of an innovative team, gain valuable skills, and make a real impact in fintech.
- Qualifications: 2 years experience in dealing or investments, strong attention to detail, and great communication skills.
- Other info: Work in a vibrant London office with a commitment to diversity and inclusion.
The predicted salary is between 28800 - 48000 £ per year.
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.
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.
Investment Operations Associate employer: Moneybox
Contact Detail:
Moneybox Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Associate
✨Tip Number 1
Familiarise yourself with the fintech landscape, especially focusing on investment operations. Understanding current trends and regulations will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in investment operations or fintech. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your Excel skills, as they are crucial for this role. Consider taking a short course or using online resources to enhance your analytical abilities, which will be beneficial during the interview process.
✨Tip Number 4
Prepare to discuss your previous experience in dealing, reconciliations, or investments. Be ready to provide specific examples of how you've demonstrated attention to detail and problem-solving skills in past roles.
We think you need these skills to ace Investment Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment operations, dealing, or reconciliations. Use specific examples that demonstrate your attention to detail and problem-solving skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for fintech and how it aligns with the role. Mention your understanding of the rules and regulations in investment operations and how you can contribute to the team.
Showcase Your Skills: Emphasise your strong Excel skills and analytical thinking in your application. Provide examples of how you've used these skills in previous roles to achieve results.
Highlight Soft Skills: Since the role requires great communication and teamwork, include examples of how you've successfully collaborated with others in past positions. Show that you can adapt and maintain professionalism even in challenging situations.
How to prepare for a job interview at Moneybox
✨Know Your Fintech Basics
Make sure you brush up on your knowledge of fintech and investment operations. Understand the key regulations and processes that govern the industry, as this will show your passion and readiness for the role.
✨Demonstrate Attention to Detail
As an Investment Operations Associate, attention to detail is crucial. Be prepared to discuss examples from your past work where your meticulousness made a difference, especially in dealing or reconciliations.
✨Showcase Your Communication Skills
Since the role involves frequent interaction with various teams, highlight your communication skills. Share experiences where you effectively collaborated with others or resolved conflicts, demonstrating your personable nature.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of specific instances where you faced challenges in your previous roles and how you overcame them, particularly in high-pressure situations.