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About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We've built a strong foundation, have over £3 billion invested, award-winning service, and a passionate team — now we're ready to scale.
About the Role
We're looking for an Operations Analyst to join our Transfers team. You'll ensure the safe and accurate handling of client money through daily reconciliations and the smooth processing of ISA transfers — protecting client assets, maintaining regulatory compliance, and giving customers confidence that their investments are managed with care and accuracy.
This role is ideal for someone who's rigorous, detail-oriented and process-driven, who investigates issues rather than waiting for them to resolve, and who thrives on getting things right first time under daily deadlines.
You'll work closely with our Operations and Client Services teams and with external counterparties (ISA providers), with the autonomy to own daily reconciliations and transfers end to end, escalating exceptions where needed.
What You'll Do
Complete accurate daily reconciliations by the daily cut-off, maintaining a full audit trail
Investigate and resolve reconciliation breaks, escalating exceptions where appropriate
Process ISA transfers within SLA, keeping cases moving smoothly
Resolve transfer rejections promptly, aiming to close them within 2 business days
Process ISA History Forms (IHFs) accurately to maintain correct ISA allowance updates
Collaborate with Operations, Client Services and external counterparties to progress cases without delays
Continuously improve reconciliation and transfer processes to reduce breaks and operational risk
What We're Looking For
Strong attention to detail and process orientation; completes reconciliations and transfers without errors and keeps a clear audit trail
Problem-solving ability; identifies and investigates breaks, and escalates when necessary
Excellent time management; consistently meets daily cut-offs and regulatory deadlines
Confident with Excel and reconciliation / operations platforms
Clear communicator who shares information effectively across Operations, Client Services and external parties
English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team
Nice to Have
Experience in fintech, investment platforms, brokerage or wealth-management operations
Familiarity with ISA transfer processes and the UK regulatory environment
Experience using reconciliation platforms and ops tooling
How We Work
We're a lean, fast-moving team that values clarity, ownership, and transparency. You'll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.
What We Offer
Impact from day one
You'll take on meaningful work from the start, protecting client money and directly improving investor outcomes.
Room to grow
As we scale, you'll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
Transparent and open culture
We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
Supportive, high-calibre team
Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
Remote and flexible
Georgia-based with flexibility. We focus on results and trust you to manage your time effectively around daily deadlines.
Our Hiring Process
CV review by our Talent team
Gamified cognitive assessment to understand how you think and problem-solve
Test task — a short, practical exercise representative of the role
Skills interview with the Transfers team
Management interview to explore alignment with our culture, values, and ways of working
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