Client Operations Analyst – Investment Operations
Job Description
About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve built a strong foundation, have over £2.5 billion invested, award-winning service, and a passionate team, now we’re ready to scale.
About the Role
We’re looking for a Client Operations Analyst to join our Investment Operations team. You’ll play a key role in ensuring the smooth, accurate, and compliant running of our day-to-day investment operations, supporting reliable trading activity, asset servicing, and operational control across the platform.
This role is ideal for someone who is detail-oriented, dependable, and organised, and who enjoys working in a fast-paced, regulated environment where accuracy and good judgement really matter.
You’ll work closely with Client Experience, Product, and Compliance teams and have the autonomy to own operational processes from end to end.
What You’ll Do
Carry out daily operational processes across trading, reconciliation, settlement, and corporate actions activities
Complete time-sensitive operational tasks accurately and on time, maintaining clear audit trails and documentation
Investigate operational breaks, exceptions, and failed transactions, ensuring timely resolution
Monitor and reconcile operational data across internal and external systems
Support improvements to operational processes and controls to reduce risk and improve efficiency
Identify opportunities to streamline workflows and support automation initiatives
Partner with Client Experience, Product, and Compliance teams when operational input or investigation is required
Ensure all activities align with FCA requirements, including AML/KYC, CASS, and Consumer Duty obligations
What We’re Looking For
At least 4 years of experience in investment operations within financial services, wealth management, brokerage, or fintech
Hands-on experience in at least one of the following areas: trading, reconciliation, settlement, or corporate actions
Understanding of investment operations processes and controls
Comfortable working in a deadline-driven operational environment
Strong analytical skills and a structured, thoughtful approach to problem-solving
Clear communicator who knows when and how to raise risks or concerns
Professional, dependable, and collaborative mindset
English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team
Nice to Have
Familiarity with SQL or operational tooling
Experience contributing to process improvements or system changes
Experience working in investment, wealth management, or fintech start-ups and scale-ups
How We Work
We’re a lean, fast-moving team that values clarity, ownership, and transparency.
You’ll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.
What We Offer
Impact from day one
You’ll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business.
Room to grow
As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
Transparent and open culture
We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
Supportive, experienced team
Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
Remote first and flexible
Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively.
Our Hiring Process
Introductory call with our Talent team
Gamified cognitive assessment to understand how you think and problem-solve
Competency interview focused on your experience in operational risk and controls (may include a short task or case study)
Senior leadership interview to explore alignment with our culture, values, and strategic direction