MoneyLion
Investing Operations Associate
MoneyLion, New York, New York, us, 10261
MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion's mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, personalization; and shortening the distance to an informed action.
In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion's enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
About the Role
The Investment Operations Associate will assist with broad platform oversight and management of the MoneyLion Investing Platform. MoneyLion offers clients the ability to invest in individual stocks, a suite of managed portfolios as well as to invest in Crypto currencies. This role will play a key support / operational function across the management of all three offerings. Specifically, this individual will have responsibility for monitoring of client accounts and investment allocations, handle the management and upkeep of back office systems, and aid in maintaining data for compliance purposes. This position will work in a highly cross-functional environment, partnering closely with the Product, Engineering, Operations, Finance and Compliance teams, as well as, key custodial and trading partners, to help manage and improve Wealth and Investment systems and processes that create a more efficient and customer centric experience.
This role is expected to be present in NYC office, 4 days per week.
Key Responsibilities
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.About You:
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 SQLPassion 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 a independent setting, as well as in a team setting, with a strong sense of ownershipThe annual base salary for the Investing Operations Associate is expected to be between $80,000 to $90,000. Base salary is one component of MoneyLion's total compensation package, which includes 401(k) match, multiple health insurance options, disability coverage, life insurance, and unlimited paid time off for salaried positions. Actual salaries will vary based on a candidate's qualifications, experience, skills, and competencies related to the role.
What We Value
We value
growth-minded
and
collaborative
people with high
learning agility
who embody our core values of
teamwork, customer-first
and
innovation . Every member of the MoneyLion Team is passionate about fintech and ready to give 100% in helping us achieve our mission.
Working At MoneyLion
At MoneyLion, we want you to be well and thrive. Our generous benefits package includes:
Competitive salary packagesComprehensive medical, dental, vision and life insurance benefitsWellness perksPaid parental leaveGenerous Paid Time OffLearning and Development resourcesFlexible working hours
MoneyLion is committed to equal employment opportunities for all employees. Inside our company, every decision we make regarding our employees is based on merit, competence, and performance, completely free of discrimination. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Within that team, no one will feel more "other" than anyone else. We realize the full promise of diversity and want you to bring your whole self to work every single day.
In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion's enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
About the Role
The Investment Operations Associate will assist with broad platform oversight and management of the MoneyLion Investing Platform. MoneyLion offers clients the ability to invest in individual stocks, a suite of managed portfolios as well as to invest in Crypto currencies. This role will play a key support / operational function across the management of all three offerings. Specifically, this individual will have responsibility for monitoring of client accounts and investment allocations, handle the management and upkeep of back office systems, and aid in maintaining data for compliance purposes. This position will work in a highly cross-functional environment, partnering closely with the Product, Engineering, Operations, Finance and Compliance teams, as well as, key custodial and trading partners, to help manage and improve Wealth and Investment systems and processes that create a more efficient and customer centric experience.
This role is expected to be present in NYC office, 4 days per week.
Key Responsibilities
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.About You:
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 SQLPassion 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 a independent setting, as well as in a team setting, with a strong sense of ownershipThe annual base salary for the Investing Operations Associate is expected to be between $80,000 to $90,000. Base salary is one component of MoneyLion's total compensation package, which includes 401(k) match, multiple health insurance options, disability coverage, life insurance, and unlimited paid time off for salaried positions. Actual salaries will vary based on a candidate's qualifications, experience, skills, and competencies related to the role.
What We Value
We value
growth-minded
and
collaborative
people with high
learning agility
who embody our core values of
teamwork, customer-first
and
innovation . Every member of the MoneyLion Team is passionate about fintech and ready to give 100% in helping us achieve our mission.
Working At MoneyLion
At MoneyLion, we want you to be well and thrive. Our generous benefits package includes:
Competitive salary packagesComprehensive medical, dental, vision and life insurance benefitsWellness perksPaid parental leaveGenerous Paid Time OffLearning and Development resourcesFlexible working hours
MoneyLion is committed to equal employment opportunities for all employees. Inside our company, every decision we make regarding our employees is based on merit, competence, and performance, completely free of discrimination. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Within that team, no one will feel more "other" than anyone else. We realize the full promise of diversity and want you to bring your whole self to work every single day.