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: Remote work, growth opportunities, and a supportive team culture.
- 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.
- Other info: Flexible working arrangements and a transparent, collaborative culture.
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 in London employer: InvestEngine
Contact Detail:
InvestEngine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Analyst in London
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those at InvestEngine. A friendly chat can sometimes lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for the interview by understanding the company’s values and operations. Dive into their website and social media to get a feel for their culture and what they care about.
✨Tip Number 3
Show off your problem-solving skills! Be ready to discuss specific examples of how you’ve tackled operational issues in the past. They want to see your analytical side in action.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows you’re genuinely interested in the role.
We think you need these skills to ace Client Operations Analyst in London
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. Keep it concise but impactful – we love a good story!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples of how you've tackled operational issues in the past. We’re looking for detail-oriented folks who can think on their feet and improve processes.
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 to join 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 investment operations, especially in areas like payments, reconciliations, and trading. Familiarise yourself with the specific processes mentioned in the job description, as this 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. Think about structured problem-solving methods you've used and be ready to discuss how you escalated issues appropriately. This will highlight your analytical skills and your ability to work in a fast-paced environment.
✨Communicate Clearly and Confidently
Since the role involves regular communication with various teams, practice articulating your thoughts clearly. Be prepared to discuss how you would raise risks or concerns effectively. Good communication is key, so don’t shy away from showcasing your fluency in English.
✨Show Enthusiasm for Continuous Improvement
InvestEngine values process improvements, so come armed with ideas on how to streamline workflows or support automation initiatives. Share any relevant experiences where you've contributed to system changes or enhancements, demonstrating your proactive mindset and collaborative spirit.