Moneyfarm

Il consulente è responsabile della costruzione di forti relazioni con la clientela.  Ha inoltre l’obiettivo di discutere delle finanze dei clienti e di consigliare il portafoglio di investimento Moneyfarm più in linea con i loro obiettivi.
Dovrà usare la conoscenza dei nostri prodotti per discutere dei benefici dell’investimento attraverso Moneyfarm. Dovrà inoltre  sviluppare skills commerciali e finanziarie al fine di offrire un servizio di consulenza appropriato. Dovrà essere indipendente nelle attività giornaliere e proattivo nei progetti nei quali è coinvolto. Riporterà direttamente ad un Investment Consultant Manager.
Responsibilities

Interagire con i clienti per garantire una customer experience di alto livello

Interagire con i potenziali clienti presentando i benefici dell’investimento Moneyfarm, supportandoli sin dalla fase di onboarding

Supporto ai clienti nell’individuazione del portafoglio di investimento in linea con le esigenze del committente e nella gestione dell’investimento Moneyfarm nel corso del tempo

Condurre analisi approfondite sugli investimenti che i clienti hanno già in atto

Supporto dei clienti nell’utilizzo della piattaforma Moneyfarm

Sviluppo di competenze tecniche in relazione a prodotti Moneyfarm e prodotti concorrenti (fondi di investimento, polizze assicurative, conti di risparmio, ecc.)

Costruire un rapporto di lungo termine con i clienti usando capacità comunicative e di problem-solving per guidarli e supportarli

Proattività nei progetti in cui è coinvolto

Requirements

Laurea magistrale in Economia/FinanzaInteresse per i mercati finanziari e per l’industria del risparmio gestito

Forti skills comunicative, grande energia, abilità nella costruzione di rapporti con la clientela

Capacità di problem solving e proattività

Capacità di organizzazione del lavoro in autonomia

Velocità e flessibilità

Capacità di lavorare sotto pressione rispettando le deadlines

Buona conoscenza della lingua inglese

At Moneyfarm we aim to be the preferred destination of everyone's spare money. We use software to make saving and investing accessible.We nurture a software development practice where every engineer is trusted with autonomy in their role to responsibly and continuously deliver quality software supported by a friendly and creative environment free from ownership handovers, gatekeepers or bureaucracy, that pushes you towards mastery in your craft.
RoleTalk is cheap. Show me the code. Linus Torvalds (2000)You build it, you run it. Werner Vogels (2006)You don't think of yourself as an architect. You don't believe in engineers who don't code. You do not enjoy drawing diagrams unless they're on a whiteboard supporting your explanations.You are able to smell architectural problems from afar but you reserve your judgement until you've got hard evidence. You think critically and are happy to be proven wrong.You have a natural concern for the often overlooked interfaces between areas of operation.You are able to communicate the technical vision in an understandable and compelling way, while also accurately translating technical choices and their consequences into business terms when needed.You are biased to action: you prefer to deliver the good instead of arguing what perfection is.You discern between what will self-correct and what risks derailing, and employ your energy judiciously.You will make mistakes. We'll pick you up. You will learn from them. You'll laugh a lot.
ResponsibilitiesTechnical oversight of the entire architecture, from browser to database, from code to production.Help define, communicate and assert the technical vision.Understand all systems at least on a logical level; on deeper levels for the more critical ones.Ensure PoCs and prototypes are carried out when needed, in a focussed and efficient manner.Consult with teams for the design and implementation strategies for new pieces of work.Apply course-correction interventions wherever needed, with fluid team membership.Coach and mentor other engineers into caring about architectural and non-functional concerns. Review other engineers’ code.Keep abreast of industry and technological developments and their relevance to the company. Openly and continuously share your knowledge.
Job qualificationsYou have at least 10 years of experience in software engineering and a BSc in Engineering or Computer Science or higher degree.You understand the principles of modularity, encapsulation, abstraction and hierarchy in your sleep.You have full working knowledge of Scala, its paradigms and ecosystem (Akka is a plus). You understand how the JVM works. You are at ease with other languages, namely Python and ES6/7.You have extensive experience with distributed systems and understand their constraints and pitfalls. You can argue knowledgeably for and against REST, RPC, event-sourced and other architectural styles in different contexts. You have extensive experience with microservices. Experience with Kafka is a plus.Are familiar with all major types of testing tools and strategies, and their applicability. Scalatest, scalacheck, Cypress are pluses.You have experience working with modern web applications and their main languages, build tools and frameworks. Webpack, React are pluses. You value a great user experience and understand how functional design principles can help achieve that.Have extensive experience with AWS, immutable infrastructure and Docker, and configuration management tools such as Terraform. You understand the importance of, and implementation strategies for Continuous Delivery, preferably with Concourse.

As Moneyfarm moves into the next phase of growth, we are looking to expand the Finance team based in Milan. We are looking Junior Financial Controller to report to the Financial Controller. Your position will involve supporting the Financial Controller with Account and Control activities for our Italy and UK entities. This is a exciting opportunity for a sharp individual, looking for their next challenge in a fast-paced mature start-up.

Responsibilities

Work closely with the Financial Controller to prepare regular reports to help management identify financial forecasts, results and key trends

Assist with the preparation of reports for banks and any other institutions we have obligations to

Support the development of a new financial dashboard

Follow-up on customers and suppliers (in an international context)

Support the management of bank accounts and payment instructions

Record provisions and perform reconciliations

Support the general accounting and make sure deadlines are met

Support the monthly and annual closure

Requirements

Bachelors or masters degree in Accounting, Business, Economics, Finance or related field

Minimum of two years commercial experience as financial control in a large or multinational organisation

Strong analytical experience

Strong communication skills, including confidence speaking and writing in English

Strong Excel and database skills

Very good organisation skills, autonomous working, logical and systematic thinking

Works well as part of a team in a high-paced, multi-tasking environment

Strong interpersonal and influencing skills

Excellent organisational skills

Ability to accurately perform tasks in a timely manner

Ability to work with remote teams

Prior experience in Financial Services or Fintech is a bonus

At Moneyfarm we use technology to make investing and saving accessible to everyone in a simple and transparent way. We are currently looking for an IT Support Analyst to join our internal IT team in this exciting phase for our company.
As IT Support Analyst, you will be responsible for provisioning, maintaining, and providing front-line primary technical support on business equipment including laptops, videoconferencing, network, and AV equipment. You will also be responsible for responding to, documenting and resolving service tickets in a timely manner, according to SLAs.
Responsibilities

Provide desktop & application support

Assist with the procurement of new hardware

Assist with the installation and maintenance of all office electrical equipment

Manage the entire fleet of laptops and desktops across two geographies (provisioning and maintenance, mainly OS X)

Manage the safe/secure sale/environmentally friendly disposal of old equipment

Maintain & upgrade office facilities namely:

                        chromecasts & raspberry Pi's

                        printers & scanners

                        routers & APs

                        backup server

Management of email services, including new user provisioning & password resets

Organising & maintaining the levels of office equipment stores

Ensure stable and healthy connections between offices, AWS VPNs and the internet

Be responsible for the onboarding & offboarding of employees in our systems:

                        work with HR to streamline the process

                        progressively automate

Participate in technical product choices and evaluations

Act as a point of contact for IT vendors

Eliminate inefficiency and waste

Essential Requirements

Hands-on experience working in an end-user desktop support role or computer operations environment

Passionate (and good at) fixing things!

Proactive in identifying issues that may affect the productivity of the business

Experience and a good understanding of Mac provisioning, networking concepts, and first line support

Good understanding and experience of G-suite

Possess strong communication skills (both written and verbal) as well as interpersonal skills

Very effective at managing their time and prioritisation

Naturally inquisitive and keen to learn

Open and approachable

Preferred Requirements

Bachelors degree

Knowledge of JAMF, experience preferred

Knowledge of networking tools, technologies and equipment such as Draytek, Ubiquiti, Netgear switch, Cisco

Understanding of LDAP, SSO

Good Linux knowledge

Scripting languages: Bash, Perl, Python

Keen interest in identity and security

Moneyfarm is a fast growing digital wealth manager that helps people protect and increase their wealth. We are looking for a UX Researcher to join us in our London-based product design team.
You will be a solution oriented Researcher, who will plan and conduct relevant research to enable our product designers to create compelling end-to-end solutions that not only address the problem at hand, but push the Moneyfarm product further. Ultimately, you will be given freedom and the autonomy to create something you own (and that’s awesome).
Being part of a team will be important to you, and you will take an active role in helping shape a culture of positivity, respect, excellence and fun.
The Product Design TeamWorking alongside colleagues in Product & Tech, Product Design works across multiple platforms to deliver user-centered solutions to our customers in the UK & Italy.
Responsibilities

Define, manage, and run research projects

Identify the most pressing needs of our users and prioritise research accordingly

Analyse and translate research into meaningful and actionable insights and user experience recommendations

Liaise with stakeholders to understand business requirements

Contribute new research techniques, methods, and ways of working that the team can learn from

Requirements

Experience working as a user experience researcher on digital products and conducting user research studies end-to-end

Experience working closely with product and development teams

Knowledge of user-centered design, usability principles, techniques and methodologies

Some experience working as a designer with a portfolio of examples of product design work

Bonus Points!

Passionate about finance/fintech and helping people manage their money

Experience using LEAN as an approach to product research/development

Experience running customer feedback sessions (not focus groups though)

At least 2 years of experience working in fast-paced startup environment

Moneyfarm is a fast growing digital wealth manager that helps people protect and increase their wealth. We are looking for a UI/UX designer to join us in our London-based product design team.
You will be a solution oriented designer, who will work closely with the product team and UX researchers to create simple and elegant user experiences that not only address the problem at hand, but push the Moneyfarm product further. Ultimately, you will be given freedom and the autonomy to create something you own (and that’s awesome).
Being part of a team will be important to you, and you will take an active role in helping shape a culture of positivity, respect, excellence and fun.
The Product Design TeamWorking alongside colleagues in Product & Tech, Product Design works across multiple platforms to deliver user-centered solutions to our customers in the UK & Italy.

Responsibilities

Take well defined strategic ideas to produce clean, well designed user friendly work flows

Identify the most pressing needs of our users and prioritise the design accordingly

Work alongside the the UX Researchers and developers to analyse and translate the research and requirements into meaningful and actionable user experiences

Contribute to high-level strategic decisions with the rest of the product team

Liaise with other key stakeholders to understand business requirements

Requirements

Experience working as a UI/UX designer on digital products covering both web and mobile apps

Ability to iterate quickly and refine to pixel-perfection while rationalising decisions against business requirements

Experience designing user-centered solutions that follow usability principles, techniques and methodologies

Experience working in an agile approach

At least 3 years working as a UI/UX designer with a strong portfolio demonstrating systems thinking and examples of product design work

Bonus Points!

Passionate about finance/fintech and helping people manage their money

Some experience in programming and ability to code simple prototypes

At least 2 years of experience working in fast-paced startup environment

Moneyfarm is a fast growing digital wealth manager that helps people protect and increase their wealth. We are looking for a Product Designer to join us in our London-based product design team.
You will be a solution oriented designer, who will work closely with the product team and UX researchers to create simple and elegant user experiences that not only address the problem at hand, but push the Moneyfarm product further. Ultimately, you will be given freedom and the autonomy to create something you own (and that’s awesome).
Being part of a team will be important to you, and you will take an active role in helping shape a culture of positivity, respect, excellence and fun.
The Product Design TeamWorking alongside colleagues in Product & Tech, Product Design works across multiple platforms to deliver user-centered solutions to our customers in the UK & Italy.
Responsibilities

Take well defined strategic ideas to produce clean, well designed user friendly work flows

Identify the most pressing needs of our users and prioritise the design accordingly

Work alongside the the UX Researchers and developers to analyse and translate the research and requirements into meaningful and actionable user experiences

Contribute to high-level strategic decisions with the rest of the product team

Liaise with other key stakeholders to understand business requirements

Requirements

Experience working as a Product Designer on digital products covering both web and mobile apps

Ability to iterate quickly and refine to pixel-perfection while rationalising decisions against business requirements

Experience designing user-centered solutions that follow usability principles, techniques and methodologies

Experience working in an agile approach

At least 3 years working as a product designer with a strong portfolio demonstrating systems thinking and examples of product design work

Bonus Points!

Passionate about finance/fintech and helping people manage their money

Some experience in programming and ability to code simple prototypes

At least 2 years of experience working in fast-paced startup environment

Moneyfarm is looking for an experienced Compliance Officer to join our team and take ownership of all compliance and regulatory functions within our European operations.
You will be action-driven and play a vital role in ensuring that best FCA, Consob, GDPR and RDR practices are always maintained.
It is imperative that you have a keen eye for detail so you can analyse and advise business wide and ensure that everything that we do remains legally and regulatory compliant.  This will require you to be very hands-on, organised and entrepreneurial.
Responsibilities

Responsible for the Compliance Monitoring Programme, including testing, results analysis, identifying improvements or remedial actions and presenting findings to senior management

Assisting management in develop and implement the Risk Management Programme including organizing analysis, performing audits and recommendations for risk mitigation

Client account monitoring processes for AML and market abuse

Reviewing and signing off financial promotions and other marketing material in accordance with FCA rules and internal policies

Liaison with firm’s external compliance consultants

Maintaining the UK Compliance Manual and ensuring the effective implementation of company compliance policies and procedures

Working with other team members to manage the customer complaints process and providing assistance where appropriate to resolve outstanding issues

Assisting with queries from the FCA, the Financial Ombudsman Service and other relevant UK and overseas authorities, in consultation with the CFO, CEO and the Chairman, external compliance consultants and legal counsel as appropriate

Maintaining the FCA Approved Persons register entries for the company on an up to date basis

Working with other members of the team to keep abreast of regulatory changes such as EMIR, FATCA and MiFID II, helping to identify how these changes impact the company and working to ensure that the firm remains compliant with the new legislation

Overseeing investigations of breaches or alleged breaches of regulations and/or company compliance policies, standards or procedures

Working closely with HR to provide, or make arrangements for, compliance training for company staff as appropriate to include Anti-Money Laundering, Market Abuse, Treat your Customers Fairly and Complaints Handling

Administering the Personal Account Dealing policy

Carrying out any further tasks for which the qualifications and experience of the Compliance Officer are suited

Essential Requirements

Entrepreneurial mindset

Solid experience in financial services complianceRecently or currently holding CF10, CF11 functions

Strong experience in FCA regulatory landscape within retail wealth management

Compliance monitoring, financial crime and financial promotions experience

Experience producing compliance policies and processes

Background in a big bank, wealth or asset management firm

Exposure to European countries

Possess excellent communication skills

Proactive problem-solver with the drive to get things done

Passion for Finance TechnologiesFlexible and able to adapt to a fast-paced

Preferable Requirements

Demonstrable experience of working in a fast-growth and/or fast-paced environment

Understanding of Italian regulatory landscape within wealth management

Background in corporate law

Experience working in a senior compliance function within a tier 1 company or consultancy

Interested in working at Moneyfarm but can't see a suitable vacancy?
Please feel free to submit a speculative application by attaching your CV and adding some detail regarding:

the type of roles you are interested in

location you would like to work in

salary expectations

notice period