At a Glance
- Tasks: Ensure smooth investment operations and support client journeys with accuracy and compliance.
- Company: Join InvestEngine, a modern investment platform with a passionate team.
- Benefits: Flexible remote work, growth opportunities, and a supportive team culture.
- Other info: Collaborative culture with room for personal and professional growth.
- Why this job: Make a real impact in a fast-paced environment while developing your skills.
- Qualifications: Experience in investment operations and strong analytical skills required.
The predicted salary is between 36000 - 60000 £ per year.
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 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 Operations team. You’ll play a key role in ensuring the smooth, accurate, and compliant running of our day-to-day investment operations, directly supporting reliable client journeys and strong operational control. 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, contributing both to stable daily operations and to longer-term process improvements.
Location: London / Remote
What You’ll Do
- Carry out daily operational processes including payments, withdrawals, reconciliations, trading and settlement, and corporate actions
- Complete time-sensitive tasks accurately and on time, maintaining clear audit trails and documentation
- Investigate operational issues and breaks, applying structured problem-solving and escalating appropriately
- Support improvements to processes and controls to prevent recurring issues
- 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
- Experience in investment operations within financial services or fintech
- Working understanding of AML/KYC, CASS, and relevant FCA expectations
- 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
- Experience with ETFs, settlements, or ISA/SIPP administration
- Familiarity with SQL or operational tooling
- Experience contributing to process improvements or system changes
- Background in fintech, regulated environments, or fast-growing companies
What We Offer
- Impact from day one: You'll be solving real problems that make a measurable difference to the business and our users.
- Room to grow: We’re scaling fast, and there’s plenty of opportunity to take on more responsibility and evolve with the company.
- Transparent and open culture: From regular team updates to open Slack channels — we keep communication honest and decisions collaborative.
- Supportive team: You'll join a team of thoughtful, motivated people who care about what they build and how they build it.
- Remote and flexible: Work from wherever suits you best. We care about outcomes, not time zones.
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.
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
Client Operations Analyst employer: InvestEngine
InvestEngine is an exceptional employer that prioritises employee growth and a supportive work culture, making it an ideal place for a Client Operations Analyst. With a commitment to transparency and collaboration, employees are empowered to take on meaningful responsibilities while enjoying the flexibility of remote work. The company fosters a dynamic environment where innovative problem-solving is encouraged, ensuring that every team member can make a significant impact from day one.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at InvestEngine. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Brush up on investment operations, AML/KYC, and FCA requirements. Show us you’re not just a fit on paper but also in practice.
✨Tip Number 3
Be ready to showcase your problem-solving skills. We love candidates who can think on their feet, so come prepared with examples of how you've tackled operational challenges in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in being part of our team at InvestEngine.
We think you need these skills to ace Client Operations Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Operations Analyst role. Highlight your experience in investment operations and any relevant skills like AML/KYC knowledge. We want to see how you fit into our fast-paced environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Be sure to mention your analytical skills and problem-solving approach, as these are key for us.
Showcase Your Attention to Detail:In a role where accuracy matters, it's crucial to demonstrate your attention to detail. Whether it's through your application format or examples of past work, show us that you can maintain clear audit trails and documentation.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at InvestEngine
✨Know Your Operations Inside Out
Make sure you brush up on your knowledge of daily operational processes like payments, withdrawals, and reconciliations. Being able to discuss these confidently will show that you're detail-oriented and ready to hit the ground running.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've tackled operational issues in the past. Use structured problem-solving techniques to explain your thought process, as this role requires a strong analytical approach to resolving challenges.
✨Familiarise Yourself with Compliance Regulations
Since the role involves working within FCA requirements, make sure you understand AML/KYC and CASS regulations. Being able to discuss these topics will demonstrate your readiness to operate in a regulated environment.
✨Showcase Your Communication Skills
As you'll be collaborating with various teams, practice articulating your thoughts clearly. Be prepared to discuss how you would raise risks or concerns effectively, as clear communication is key in this role.
