At a Glance
- Tasks: Analyse operational data and optimise processes for better efficiency.
- Company: Join InvestEngine, a modern investment platform with a passionate team.
- Benefits: Flexible remote work, competitive salary, and opportunities for growth.
- Other info: Collaborative culture with a focus on transparency and problem-solving.
- Why this job: Make a real impact by improving operational workflows with data insights.
- Qualifications: 3+ years in data analysis, strong SQL skills, and experience with BI tools.
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 an Operations Data Analyst to join our Analytics team. You’ll be working on strengthening and optimising our back‑office operations through high-quality data analysis, operational reporting, and process redesign across key retail investment workflows. This role is ideal for someone who’s analytically rigorous, detail-oriented, and motivated by improving operational efficiency through data. You enjoy reconstructing processes from operational data, identifying control gaps, and turning insights into practical improvements. You’ll work closely with Operations, Product, Engineering, and Compliance stakeholders and have the autonomy to own analytical solutions end to end — from requirements gathering through to dashboard delivery and process improvement.
What You’ll Do
- Analyse operational data across KYC/AML, trading and settlement, corporate actions, and cash reconciliations
- Map end-to-end operational processes and create clear process flow documentation
- Identify inefficiencies, control gaps, and data discrepancies within operational workflows
- Build and maintain dashboards using BI tools to monitor operational performance and risk metrics
- Develop and automate recurring operational reports using SQL and Excel
- Write SQL queries (including joins) to extract, validate, and reconcile data from multiple sources
- Partner with stakeholders to translate business requirements into analytical specifications
- Redesign data-intensive processes to improve accuracy, scalability, and control
- Contribute to data quality initiatives and root‑cause analysis
What We’re Looking For
- 3+ years’ experience in a Data Analyst, Operations Analyst, or similar role, with exposure to operational processing or operational data
- Experience within financial services, ideally in a retail investment or fintech environment
- Strong working knowledge of SQL (including joins)
- Proven experience using BI tools (e.g. Metabase, Tableau, Power BI) and building production‑ready dashboards
- Advanced Excel expertise, including complex formulas, data manipulation, and reconciliation work
- Experience performing data validation and operational root‑cause analysis
- Strong stakeholder management skills, with the ability to communicate clearly with both technical and non‑technical teams
- Structured, ownership‑driven approach to problem‑solving
- 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 ETL processes or exposure to data warehousing concepts
- Working knowledge of Python for data analysis
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
- Competency interview focused on your experience
- Gamified cognitive assessment to understand how you think and problem‑solve
- Interview with a hiring manager to explore alignment with our culture, values, and strategic direction
Operations Data Analyst employer: InvestEngine
InvestEngine is an exceptional employer that champions a transparent and collaborative work culture, offering employees the chance to make a significant impact from day one. With a focus on professional growth, you will have the opportunity to expand your responsibilities and influence the company's direction while working alongside a supportive team of experts in a remote-first environment that values flexibility and results.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Data Analyst
✨Tip Number 1
Get to know the company inside out! Research InvestEngine's values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your data storytelling skills. Be ready to explain how your past experiences with SQL, BI tools, and operational processes can directly benefit InvestEngine. Use specific examples to illustrate your impact!
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider insights and potentially a referral, which can really boost your chances of landing that interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining our awesome team.
We think you need these skills to ace Operations Data Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Data Analyst role. Highlight your experience with SQL, BI tools, and any relevant operational data analysis you've done. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about improving operational efficiency through data. Share specific examples of how you've tackled similar challenges in the past — we love a good story!
Show Off Your Analytical Skills:In your application, don’t forget to showcase your analytical prowess. Mention any projects where you’ve identified inefficiencies or redesigned processes. We’re all about turning insights into practical improvements, so let us know how you’ve done that!
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 at InvestEngine!
How to prepare for a job interview at InvestEngine
✨Know Your Data Inside Out
As an Operations Data Analyst, you'll be knee-deep in data. Make sure you brush up on your SQL skills and understand how to write complex queries. Be prepared to discuss specific examples of how you've used data to identify inefficiencies or improve processes in your previous roles.
✨Showcase Your Analytical Mindset
InvestEngine is looking for someone who can turn insights into practical improvements. During the interview, share instances where you've reconstructed processes based on operational data. Highlight your experience with BI tools and how you've built dashboards that monitor performance metrics.
✨Communicate Clearly with Stakeholders
You'll need to work closely with various teams, so demonstrate your strong stakeholder management skills. Prepare to explain how you've translated business requirements into analytical specifications in the past. Use clear examples to show your ability to communicate effectively with both technical and non-technical teams.
✨Emphasise Your Problem-Solving Approach
At InvestEngine, they value a structured, ownership-driven approach to problem-solving. Be ready to discuss how you've tackled root-cause analysis in your previous roles. Share your thought process and how you ensure that you're not just treating symptoms but addressing the underlying issues.
