M&A Operations Analyst - London, Salesforce & KYC

Corpay One, Inc.; Greater London; Hybrid; GBP 30.000 - 42.000; Vollzeit

Benefits dieser Stelle

4 X Life insurance

Pension scheme - 5% employer contrib.

Private Healthcare

25 days Holiday (plus Holiday Buy/Sell

Access to LinkedIn learning

Free rewards and discounts via Gratdu

Career Progression

Zusammenfassung

Corpay One, Inc. in London is seeking an Operations Analyst to support the full lifecycle of M&A transactions within the Payments division. You will manage Salesforce records, oversee KYC onboarding, and coordinate account openings, ensuring smooth progression through each stage.

This role is internally focused, with exposure to Compliance, Legal, Operations, and Risk teams. You’ll develop strong organisation, attention to detail and a proactive approach, aiming to improve processes as the

Qualifikationen

• Experience in financial services or related fields.
• Excellent organisational and administrative skills with attention to detail.
• Comfort with systems and maintaining accurate records.
• Ability to manage multiple tasks and deadlines.
• Strong written and verbal communication skills.
• Interest in building a career in financial services, M&A or transaction services.
• Salesforce experience is beneficial.

Aufgaben

• Managing and maintaining transaction records in Salesforce, ensuring information is accurate, complete and up to date.
• Creating and managing KYC and onboarding cases for new clients and transactions.
• Coordinating new account opening requirements and tracking progress through internal approvals.
• Maintaining deal checklists and monitoring key actions, documentation and deadlines.
• Supporting the team from initial enquiry through onboarding, completion and post-transaction close-out.
• Liaising with Compliance, Legal, Operations, Risk and Payments to progress transactions.
• Organising and maintaining transaction documentation and internal records.
• Tracking outstanding KYC information, account-opening requirements and internal dependencies.
• Supporting preparation of internal transaction summaries, payment information and completion documentation.
• Assisting with post-completion administration, reconciliation and closure of completed transactions.
• Producing basic reporting on pipeline, onboarding progress, completed transactions and outstanding actions.
• Helping improve processes and make the team's operational workflow more efficient as the business scales.

Kenntnisse

Organisational skills

Attention to detail

Communication skills

Salesforce experience

KYC knowledge

Tools

Salesforce

Jobbeschreibung

Corpay One, Inc. in London is seeking an Operations Analyst to support the full lifecycle of M&A transactions within the Payments division. You will manage Salesforce records, oversee KYC onboarding, and coordinate account openings, ensuring smooth progression through each stage.

This role is internally focused, with exposure to Compliance, Legal, Operations, and Risk teams. You’ll develop strong organisation, attention to detail and a proactive approach, aiming to improve processes as the