Operations Analyst - M&A Transaction Services

Corpay; Greater London; On-site; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Life insurance

Pension scheme

Private healthcare

25 days holiday

LinkedIn Learning access

Rewards & Gratitudes

Career progression

Job summary

Corpay is seeking an Operations Analyst to support the full lifecycle of M&A transactions within the London office. You will manage KYC, onboarding, and account openings, while coordinating with Compliance, Legal, Operations, Risk and Payments to move transactions forward.

This role emphasizes Salesforce management, meticulous record-keeping, and cross-team collaboration to ensure efficient post-transaction administration.

Qualifications

• Experience in financial services, banking, or similar environments with strong organisational and admin capabilities.
• Ability to manage multiple tasks and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Proactive ownership of tasks and attention to detail.

Responsibilities

• Maintaining 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 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.
• Producing basic reporting on pipeline, onboarding progress, completed transactions and outstanding actions.
• Helping improve processes to make the team's workflow more efficient as the business scales.

Skills

Organisational skills

Attention to detail

Task management

Communication skills

Proactive

M&A knowledge

KYC knowledge

Payments domain

Tools

Salesforce

Job description

Your roleWhat you'll be doingWhat We NeedCorpay 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 WorkAs an Operations Analyst, Corpay will set you up for success by providing:Assigned workspace in the London officeCompany-issued equipmentFormal, hands-on trainingRole ResponsibilitiesManaging 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 & SkillsExperience 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 & Perks4 X Life insurancePension scheme - 5% employer contributionPrivate Healthcare25 days Holiday (plus Holiday Buy/Sell)Access to LinkedIn learningFree rewards and discounts via GratitudesCareer Progression#LI-WK1#LI-OnsiteAbout CorpayAbout CorpayCorpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.At Corpay, we are committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions. We believe that diversity, equity, and inclusion strengthen our teams, drive innovation, and support our continued success globally.As part of our hiring process, offers of employment may be subject to the successful completion of pre-employment screening conducted by an authorized third-party provider, in accordance with applicable laws and Corpay policies. Screening requirements may include employment references, identity verification, criminal record checks, financial or sanctions screening, and other background checks relevant to the role and permitted by local law.Notice to Recruitment Agencies and Search Firms: Corpay does not accept unsolicited resumes from agencies or search firms without a valid written agreement in place. Any unsolicited candidate submissions will become the property of Corpay, and no fees will be paid related to such submissions.Learn more about Corpay: https://www.corpay.comTransparency & ComplianceEqual Opportunity EmployerCorpay is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), gender, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, genetic information, military or veteran status, or any other characteristic protected by applicable law. Corpay is committed to fostering an inclusive workplace where individuals are respected and valued for their diverse perspectives, experiences, and contributions. If you require reasonable accommodation during any part of the application or interview process, please notify a representative of the Human Resources Department.Use of Artificial Intelligence in HiringCorpay may use artificial intelligence (AI) and other technology-enabled tools to support certain aspects of the recruitment process, such as application screening, candidate assessment, or interview scheduling. These tools are designed to enhance efficiency, consistency, and fairness throughout the hiring process. AI tools do not make final hiring decisions. All employment decisions involve human review. Corpay is committed to the responsible use of AI, including appropriate oversight and safeguards designed to support fair and unbiased outcomes.Candidate Privacy NoticeFor information about how Corpay processes personal information during the recruitment process, please review our Candidate Privacy Notice: https://www.corpay.com/privacy-policy.Pay PhilosophyCorpay is committed to fair, equitable, and transparent compensation practices. Compensation decisions are based on objective, job-related factors including skills, experience, qualifications, and market benchmarks. Where required by applicable law, salary or compensation ranges will be included in the job posting or provided prior to the interview process, where required by applicable law. Additional compensation elements such as bonuses, incentives, benefits, or variable pay may apply where applicable.