Operations Analyst - M&A Transaction Services

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

## Operations Analyst - M&A Transaction ServicesAnsøg: London Moorgate - Cross Border: Full time: Slået op i dag: R10069# # **Your role**# # **What you'll be doing****What We Need**Corpay is currently looking to hire an Operations Analyst on a permanent basis within our Payments division. This position falls under our Payables line of business and is based in our London office. In this role you will be supporting the full lifecycle of M&A transactions - from initial enquiry and account opening through KYC, onboarding, completion and post-transaction administration. The role will be predominantly internal and non-client-facing, with a strong focus on Salesforce management, KYC administration, new account setup and ensuring transactions progress efficiently through each stage of the process. This is an excellent opportunity for someone early in their career who is highly organised, comfortable working with detail and keen to build an understanding of M&A, financial services and transaction execution. You will report directly to the Head of Institutional FX, EMEA and regularly collaborate with colleagues in the M&A team. **How We Work**As an Operations Analyst, Corpay will set you up for success by providing:* Assigned workspace in the London office* Company-issued equipment* Formal, hands-on training **Role Responsibilities*** Managing and maintain transaction records in Salesforce, ensuring information is accurate, complete and up to date.* Creating and manage KYC and onboarding cases for new clients and transactions.* Coordinating new account opening requirements and track progress through internal approval processes.* Maintaining deal checklists and monitor key actions, documentation and deadlines.* Supporting the team from initial enquiry through onboarding, completion and post-transaction close-out.* Liaising with internal teams including Compliance, Legal, Operations, Risk and Payments to help progress transactions.* Organising and maintain 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. **Qualifications & Skills*** Experience within financial services, banking, legal services, professional services or a similar environment.* Strong organisational and administrative skills with excellent attention to detail.* Confidence working with systems and maintaining accurate records.* The ability to manage several tasks and deadlines at the same time.* Good written and verbal communication skills.* A proactive approach and willingness to take ownership of tasks.* An interest in developing a career within financial services, M&A or transaction services.* Previous experience using Salesforce would be beneficial.* Knowledge of M&A, KYC, payments, banking or escrow would also be advantageous, but is not required. **Benefits & Perks*** 4 X Life insurance* Pension scheme - 5% employer contribution* Private Healthcare* 25 days Holiday (plus Holiday Buy/Sell)* Access to LinkedIn learning* Free rewards and discounts via Gratitudes* Career Progression#LI-WK1#LI-Onsite