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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing retail trades and operational processes within Fintech and Investment Operations, with a strong focus on mutual funds, equities, and automated trading solutions. Capable of translating operational challenges into functional requirements while ensuring compliance and effective communication across teams.
Highest-signal resume keywords
Investment Operations ManagementMutual Fund ProcessingTrade ReconciliationOperational Workflow LeadershipProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trade ExecutionCash ReconciliationPosition ReconciliationBatch Order ProcessingAutomated Process DevelopmentWealthtech KnowledgeCrypto Product ExposureEquity TradingETF ManagementThird-Party Custodian Interaction
Soft Skills
Analytical MindsetAttention to DetailOwnershipCommunication SkillsProblem-Solving Ability
Industry Keywords
FintechInvestment ManagementRetail BrokerageWealthtechRetail PlatformsCustody PartnersExecution PartnersTransfer AgentsPension FundsRobo-Advisory
About the role
Key responsibilities & impact- Supervise the daily lifecycle of tens of thousands of retail trades
- Resolve execution discrepancies, batch order exceptions, and failed settlements across partner networks
- Serve as the primary operational contact for custody and execution partners
- Ensure end-to-end processing of batch mutual fund subscriptions/redemptions and daily equity/ETF trades
- Perform daily cash, position, and trade reconciliations between internal platform logs and external partner reporting
- Identify, track, and promptly resolve cash or unit discrepancies
- Act as the operational bridge between Luxembourg finance and business operations and Milan-based product and engineering teams
- Translate systemic operational issues into functional requirements for platform improvements
- Lead operational setup, testing, and launch workflows for upcoming retail investment products, including crypto assets, pension funds, and robo-advisory offerings
- Report to the Head of Satispay’s Investment Firm
Requirements
What you’ll need- 3-5 years in Fintech or Investment Operations
- Solid background in wealthtech, retail brokerage, or investment management operations
- Hands-on exposure to mutual funds, equities, ETFs, or crypto products
- Direct experience dealing with 3rd party custodians, trade execution partners, and transfer agents
- Experience operating within fast-growing retail platforms
- Focus on building repeatable, automated processes that eliminate manual interventions as trading volumes scale
- Fluent in English
- Knowledge of Italian considered a strong advantage
- Problem-solving ability, strong analytical mindset, and attention to detail
- Willingness to take ownership in a fast-paced environment
Benefits
Comp & perks- Private insurance for you and your family
- Psychological support with Serenis
- Mental health workshops
- Stock Option Plan
- Meal vouchers
- Relocation support if you’re moving countries
- Professional development programs
- Internal mobility
- Language courses with Preply
- Unlimited PTO
- Hybrid working policy
- Flexible working hours
- Enhanced parental leave
- Additional leave for child sickness
