Investing Operations Associate

August 21

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MoneyLion

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America's most powerful financial membership. Borrow, save, invest, and earn – all in one app.

Alternative Financial Services • Big Data • FinTech • Online Lending • Financial Wellness

201 - 500

💰 $250M Post-IPO Equity on 2021-09

Description

• Assist in the management and execution of investment operations processes and procedures. • Conduct daily reconciliation of investment transactions and resolve any discrepancies. • Monitor and maintain key trading and money movement systems and services. • Collaborate with internal teams to ensure accurate and timely reporting of investment activities. • Perform quality control checks to ensure accuracy and consistency of investment data. • Help with the implementation of frameworks to optimize and support trading, investment flows, improvements to new and existing systems/services. • Assist in managing multiple product lines, including but not limited to Crypto, Managed Portfolios, and Active Investing. • Work closely with Product, Engineering, and Operations teams to ensure compliance with rules and regulations as set forth by regulatory agencies, and those set by external partners. • Assist with responses to regulatory agencies and routine and surprise regulatory audits. • Act as a point of contact, along with Investment Operations Manager, to custodians and external partners to ensure all parties are operating in a succinct and efficient manner to certify that all processes are functioning as expected.

Requirements

• Bachelor's degree in finance, economics, or a related field. • Minimum of 2 years of previous experience in investment operations or financial services, or fintech is preferred. • Series 7 license is a plus or potential willingness to obtain the license. • Strong analytical skills with the ability to analyze complex financial data. • Proficient in Microsoft Excel, and SQL • Passion and knowledge of investment concepts, products, and the regulatory framework is preferred. • Excellent attention to detail, organizational skills and analytical skills. • Strong communication and interpersonal skills. • Ability to work effectively in a fast-paced and deadline-driven environment. • Knowledge of investment concepts, products, and regulations is preferred. • Ability to multitask and prioritize tasks effectively. • Ability to work well in an independent setting, as well as in a team setting, with a strong sense of ownership

Benefits

• Competitive salary packages • Comprehensive medical, dental, vision and life insurance benefits • Wellness perks • Paid parental leave • Generous Paid Time Off • Learning and Development resources • Flexible working hours