GoHenry
Investment Operations Analyst
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Investment Operations Analyst
GoHenry is a UK-based fintech company designed to pioneer financial education for kids and teens. Recently, GoHenry expanded into Europe and the US through partnerships with PixPay (France) and Acorns (US). Together, they serve over 6 million members across five countries.
GoHenry provides a debit card and app for kids and teens, along with companion apps for the family, enabling features such as:
- Sending money between family members
- Automating allowance and managing chores
- Savings goals with check-ins and rewards
- Charity contributions
- In-app financial education (videos, quizzes, points & badges)
About the Role
We are seeking an Investment Operations Analyst to join our Investment Ops team. You’ll need to be:
- Confident and detail-oriented
- Familiar with a (J)ISA product
- Comfortable working with internal and external stakeholders
This is a permanent full-time (37.5 hrs/week) office-based role at our Farnborough headquarters, with a hybrid option of up to 2 remote days post-probation.
Key Responsibilities
Reporting & Analysis
- Produce weekly and monthly financial reports for internal stakeholders, tracking:
- Platform performance
- Variances in data
- Analyse monthly trading volumes to identify:
- Transactional trends
- Volume spikes
- Shifts in platform usage
- Reconcile monthly fee revenue, audit platform fee deductions, and investigate discrepancies
- Compile JISA Transfer Out feedback for monthly reviews, presenting:
- Attrition data
- Churn reasons to drive product/service improvements
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Process Improvement
- Review operational workflows for inefficiencies, risks, or compliance gaps (e.g., JISA Voids)
- Translate operational insights into clear SOPs (Standard Operating Procedures) to ensure:
- Consistency
- Scalability across the team
Operations
- Oversee end-to-end back-office processing of JISA maturities, including:
- Fund sales
- Customer communications
- Process JISA transfers to new providers
- Handle panel cancellations, including:
- Coordination with Seccl
- Fund sales
- Customer communication
- Perform daily cash management checks on JISA funds, resolving discrepancies
Stakeholder Management
- Serve as liaison with:
- Third-party providers
- Investment Product team
- Member Services
- Provide support for complex customer cases, including:
- Transfers
- Cancellations
- Refunds
- Investigate and respond to escalated customer queries within agreed SLAs
Key Requirements
- Experience with ISA or JISA and mainstream investment products
- 3+ years in a financial services operational role
- Track record in a service-level environment with:
- Multitasking
- Prioritisation of tasks
- Confidence in using back-office systems
- FCA experience or regulatory training is advantageous
- Ability to:
- Manage reporting & analyse financial data confidently
- Maintain strong attention to detail
- Manage competing priorities in a fast-paced environment
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Why Join GoHenry?
We’re on a mission to help kids develop financial confidence for life. Here’s how we do it:
✨ Empower young people with practical tools (spend, save, earn, give) ✨ In-app financial education through interactive learning ✨ Parental peace of mind with tailored controls
Recent Achievements:
🌟 Ranked #38 in Newsweek’s Top 100 Most Loved Workplaces in the UK (2023) 🚀 One of Tech Track’s top 50 fastest-growing UK companies 🏆 Won Finders Kid’s Cards Customer Satisfaction Awards (2022 & 2023) 🌱 Secured the Tech for Good Award at the Better Society Awards 2023* 💙 Over £500,000 donated to the NSPCC via customer accounts
We’re still growing and need passionate individuals like you to help shape our future. Join us in making money lessons purposeful and powerful.
Diversity & Inclusion
GoHenry is an equal-opportunity employer. We welcome applications from individuals of all backgrounds, ensuring fairness in hiring practices. Protected characteristics include:
- Race,
- Religion,
- National origin,
- Age,
- Sex,
- Gender identity,
- Sexual orientation,
- Medical condition,
- Family status,
- Disability,
- Military/veteran status.
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