InvestEngine
51 - 200 employees
Founded 2019
💸 Finance
💳 Fintech
👥 B2C
💰 $3M Equity Crowdfunding - InvestEngine on 2023-03
Finance • Fintech • B2C
InvestEngine is an award‑winning, industry‑leading online investment platform that champions low-cost, long-term investing using exchange-traded funds (ETFs). Founded in 2016, it provides accessible, user-focused digital investment products and account management for individual investors, with emphasis on simplicity, low fees, and analytics-driven product design.
Client Operations Analyst
🕒 June 3
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InvestEngine
51 - 200 employees
Founded 2019
💸 Finance
💳 Fintech
👥 B2C
💰 $3M Equity Crowdfunding - InvestEngine on 2023-03
Finance • Fintech • B2C
InvestEngine is an award‑winning, industry‑leading online investment platform that champions low-cost, long-term investing using exchange-traded funds (ETFs). Founded in 2016, it provides accessible, user-focused digital investment products and account management for individual investors, with emphasis on simplicity, low fees, and analytics-driven product design.
📋 Description
• Carry out daily operational processes including payments, withdrawals, reconciliations, trading and settlement, and corporate actions • Complete time-sensitive tasks accurately and on time, maintaining clear audit trails and documentation • Investigate operational issues and breaks, applying structured problem-solving and escalating appropriately • Support improvements to processes and controls to prevent recurring issues • Identify opportunities to streamline workflows and support automation initiatives • Partner with Client Experience, Product, and Compliance teams when operational input or investigation is required • Ensure all activities align with FCA requirements, including AML/KYC, CASS, and Consumer Duty obligations
🎯 Requirements
• Experience in investment operations within financial services or fintech • Working understanding of AML/KYC, CASS, and relevant FCA expectations • Comfortable working in a deadline-driven operational environment • Strong analytical skills and a structured, thoughtful approach to problem-solving • Clear communicator who knows when and how to raise risks or concerns • Professional, dependable, and collaborative mindset • English fluency (C1 level and above)
🏖️ Benefits
• Impact from day one • Room to grow • Transparent and open culture • Supportive team • Remote and flexible
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