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Investment Operations Specialist

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Lightyear

2mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Banking & Finance
  • London

AI generated summary

  • You need 2+ years in financial services operations, KYC/AML expertise, hands-on approach, data-driven decision-making, customer problem-solving skills, and preferably startup experience.
  • You will handle daily brokerage, compliance, customer operations, and incident resolution tasks for UK customers in a fast-paced start-up environment.

Requirements

  • 2 years experience in financial services, in either:
  • brokerage, treasury or financial operations
  • KYC, EDD, AML, compliance operations
  • You feel comfortable wearing multiple hats and have a hands-on approach
  • You feel comfortable wearing multiple hats and have a hands-on approach
  • Ideally, self-sufficient in using data to make decisions and measure results
  • Deep customer focus, desire and record of solving problems for customers
  • Having worked in a startup environment is a plus; having worked with product engineering teams to build things is a plus

Responsibilities

  • This role is in the start-up heart of our little start-up, joining our small London team in building up our UK brokerage. You’ll be stretched across the financial domain and able to learn from experienced operators across the breadth of the brokerage.
  • You’ll be part of the UK Operations team at Lightyear, working together with leadership and product teams
  • You’ll run daily processes that keep the lights on for U.K. customers, including:
  • Brokerage Operations – running daily processes trading and payment monitoring, liquidity and FX exposure management, account reconciliation, funds safeguarding
  • Compliance Operations – analyse, review and evaluate our customers to fulfil internal KYC requirements, and perform due diligence on our customers, incl. EDD, ODD and OEDD and sanctions, PEP and adverse media screening
  • Customer Operations – helping customers with their concerns, and troubleshooting their onboarding
  • Investigations and incidents – support in resolving incidents, and mitigating the impact for UK customers.

FAQs

What is the main mission of the Investment Operations Specialist role?

The main mission of the Investment Operations Specialist is to make investing better for everyone in Europe by providing multi-currency accounts with unlimited access to global markets without hidden fees or unnecessary barriers.

How has the company grown over the past 2 years?

Over the past 2 years, the company has grown from just an idea to a regulated business in both the UK & the EU, launched in 22 countries, and raised $35M. They have also hired a team of 50+ people from top fintechs and startups in Europe.

Lightyear

Lightyear is a simple and approachable way to invest your money globally without unnecessary barriers or fees.

Finance
Industry
11-50
Employees
2020
Founded Year

Mission & Purpose

Investing? Own it.

Benefits

  • Stock options

    Our long-term success depends on the effort of our team – we want them to benefit from the growth of the company they are helping to build.

  • Full flexibility

    We trust our people to manage their time in the most efficient way. Enjoy 100% flexible working hours with a relaxed hybrid office setup.

  • International team events

    Build strong connections with your colleagues through regular local and international events.

  • Enhanced parental leave

    Take the time you need to bond with your new family member with our UK extended parental leave policy.

  • Private medical insurance

    Take care of yourself and your loved ones with our medical insurance coverage.