InvestEngine
Client Operations Analyst
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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 £3 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
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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
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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.
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
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