Client Operations Specialist — FinTech Growth

InvestEngine Limited; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

InvestEngine Limited is seeking a Client Operations Analyst to join our Investment Operations team in London. You will help ensure smooth, accurate, and compliant day-to-day trading activities, reconciliation, settlement, and corporate actions, with a focus on risk controls and auditability.

The role suits a detail-oriented, dependable candidate who thrives in a regulated environment, collaborating with Client Experience, Product, and Compliance to own processes end-to-end and support

Qualifications

• At least 4 years of experience in investment operations within financial services, wealth management, brokerage, or fintech.
• Hands-on experience in trading, reconciliation, settlement, or corporate actions.
• Strong understanding of investment operations processes and controls.
• Able to work in a deadline-driven operational environment.

Responsibilities

• Carry out daily operational processes across trading, reconciliation, settlement, and corporate actions activities.
• Complete time-sensitive operational tasks accurately and on time, with 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 input or investigation is required.
• Ensure all activities align with FCA requirements, including AML/KYC, CASS, and Consumer Duty obligations.

Skills

Investment operations

Analytical skills

Communication

Tools

SQL

Job description

InvestEngine Limited is seeking a Client Operations Analyst to join our Investment Operations team in London. You will help ensure smooth, accurate, and compliant day-to-day trading activities, reconciliation, settlement, and corporate actions, with a focus on risk controls and auditability.

The role suits a detail-oriented, dependable candidate who thrives in a regulated environment, collaborating with Client Experience, Product, and Compliance to own processes end-to-end and support