Investment Operations & Automation Specialist

Investment Operations & Automation Specialist

Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Moneybox

At a Glance

  • Tasks: Administer cash and investment products while ensuring compliance and automating processes.
  • Company: Join Moneybox, a forward-thinking company focused on innovation and customer service.
  • Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on innovation and continuous improvement.
  • Why this job: Be part of a dynamic team that drives change and enhances customer experiences.
  • Qualifications: Experience in investment operations or project management is a plus.

The predicted salary is between 36000 - 60000 £ 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, and Customer Support.

Investment Operations & Automation Specialist employer: Moneybox

At Moneybox, we pride ourselves on being an excellent employer by fostering a collaborative and inclusive work culture that values diversity and innovation. Our hybrid working model offers the flexibility to balance personal and professional commitments while providing ample opportunities for growth and mentorship within our talented mobile team in Greater London. Join us to take ownership of exciting projects and make a meaningful impact in the fintech space.

Moneybox

Contact Details:

Moneybox Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Operations & Automation Specialist

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 automation and process improvements. This will give you an edge during interviews.

Tip Number 3

Practice makes perfect! Get comfortable with common interview questions related to investment operations and change management. Role-playing with a friend can help you nail your responses.

Tip Number 4

Apply through our website! We love seeing candidates who take the initiative. Plus, it shows you're genuinely interested in joining our team at Moneybox.

We think you need these skills to ace Investment Operations & Automation Specialist

Regulatory Compliance
Cash Management
Investment Administration
Automation Skills
Project Management
Business Analysis
Process Improvement

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Investment Operations & Automation Specialist role. Highlight relevant experience in investment operations, automation, and any regulatory processes you've handled. We want to see how your skills align with what we do!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investment operations and how you can contribute to our team. Be sure to mention any innovative ideas you have for improving processes – we love fresh perspectives!

Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Moneybox

Know Your Investment Operations

Make sure you understand the basics of investment operations, including cash management, regulatory processes, and customer transactions. Brush up on how these elements work together to provide a seamless service, as this will show your potential employer that you're genuinely interested in the role.

Showcase Your Automation Skills

Since the role involves innovative automation, be prepared to discuss any relevant experience you have with automation tools or processes. Bring examples of how you've used technology to improve efficiency or accuracy in previous roles, as this will highlight your ability to contribute to their in-house investment platform.

Understand the Change Team's Role

Familiarise yourself with the Change team's responsibilities, such as project management and business analysis. Be ready to discuss how you can support improvements to business systems and enhance customer experience, as this will demonstrate your understanding of the broader context of the position.

Prepare Questions About Compliance and Customer Support

Think of insightful questions related to compliance and customer support processes. This shows that you’re not only focused on the technical aspects but also care about the overall customer experience, which is crucial for the role at Moneybox.