Customer Operations Specialist - Finance

12 set - Milano
MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers

MDOTM is a global leading provider of AI-driven investment solutions, growing across our offices in London, Milan, and New York . We recently closed a (27M growth equity round , led by Expedition Growth Capital , to support our continued international expansion. Our proprietary platform, Sphere, currently supports over )100B in assets under management for institutional clients including Morgan Stanley, Amundi, and Zurich Bank.

We’re looking for an Operations Specialist to join our team. A unique opportunity to gain exposure to both client-facing growth work and internal operational processes within the finance industry, and learning how a fintech scales from the inside.

Support the implementation of new client projects by managing operational activities, gathering and documenting requirements, and ensuring timely delivery in collaboration with internal teams.
Maintain ongoing contact with clients during project setup and execution, ensuring clarity on timelines, deliverables, and feedback loops.
Liaise with internal teams (Product, Research, Engineering, and Operations) to ensure project milestones are met and any blockers are promptly resolved.
Contribute to the optimization of internal workflows, documentation standards, and reporting tools to enhance operational efficiency.
Maintain accurate project documentation and ensure information is properly tracked in project management tools.
2 - 3 years of professional experience in operations, client delivery, consulting,



or a comparable role requiring coordination across teams;
~ Degree in Finance, Economics, Business, Management Engineering or a related quantitative field;
~ A working understanding of how commercial, technical, and research functions fit together within a company, and the ability to learn an unfamiliar domain quickly;
~ Fluent written and spoken English , with the ability to communicate confidently with senior external stakeholders.

Premio Points
Prior exposure to ISO standards or certification processes is a plus;
Experience in fintech, banking, asset management, or consulting, whether academic or professional;
Comfortable working with data and spreadsheets;
Genuine curiosity for financial markets , alternative data, or quantitative research;
Working proficiency with project management and documentation tools (e.g., Notion, Asana, Jira, Confluence, or similar).

Work at the leading edge of technology, leveraging our decade of experience in proprietary AI to build the next generation of industry-defining tools.
Competitive salary & truly flexible work environment.
Benefit from an unlimited learning and development budget to stay at the bleeding edge of AI research, alongside a fast-track path into technical leadership or principal research roles.
Collaborate daily with an ultra-international team (18+ nationalities) spread across our offices in Milan, London and New York.
Fast-track career progression , with opportunities to grow into leadership roles.

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