Operations Data Analyst
Strengthen and optimise retail investment operations at InvestEngine. Turn data into insights, improve workflows, and own analytics end-to-end in a fast-growing fintech.
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 £2 billion invested, award-winning service, and a passionate team, now we’re ready to scale.
About the Role
We’re looking for an Operations Data Analyst to join our Analytics team. You’ll be working on strengthening and optimising our back-office operations through high-quality data analysis, operational reporting, and process redesign across key retail investment workflows.
This role is ideal for someone who’s analytically rigorous, detail-oriented, and motivated by improving operational efficiency through data. You enjoy reconstructing processes from operational data, identifying control gaps, and turning insights into practical improvements.
You’ll work closely with Operations, Product, Engineering, and Compliance stakeholders and have the autonomy to own analytical solutions end to end — from requirements gathering through to dashboard delivery and process improvement.
What You’ll Do
Analyse operational data across KYC/AML, trading and settlement, corporate actions, and cash reconciliations
Map end-to-end operational processes and create clear process flow documentation
Identify inefficiencies, control gaps, and data discrepancies within operational workflows
Build and maintain dashboards using BI tools to monitor operational performance and risk metrics
Develop and automate recurring operational reports using SQL and Excel
Write SQL queries (including joins) to extract, validate, and reconcile data from multiple sources
Partner with stakeholders to translate business requirements into analytical specifications
Redesign data-intensive processes to improve accuracy, scalability, and control
Contribute to data quality initiatives and root-cause analysis
What We’re Looking For
3+ years’ experience in a Data Analyst, Operations Analyst, or similar role, with exposure to operational processing or operational data
Experience within financial services, ideally in a retail investment or fintech environment
Strong working knowledge of SQL (including joins)
Proven experience using BI tools (e.g. Metabase, Tableau, Power BI) and building production-ready dashboards
Advanced Excel expertise, including complex formulas, data manipulation, and reconciliation work
Experience performing data validation and operational root-cause analysis
Strong stakeholder management skills, with the ability to communicate clearly with both technical and non-technical teams
Structured, ownership-driven approach to problem-solving
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 with ETL processes or exposure to data warehousing concepts
Working knowledge of Python for data analysis
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, tackling real challenges that drive the stability, efficiency, and growth of our business.
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, experienced team
Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
Remote first and flexible
Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively.
Our Hiring Process
Introductory call with our Talent team
Competency interview focused on your experience
Gamified cognitive assessment to understand how you think and problem-solve
Interview with a hiring manager to explore alignment with our culture, values, and strategic direction
- Department
- Operations / CX
- Role
- Operations Analyst
- Remote status
- Hybrid
About InvestEngine
InvestEngine is an award‑winning, industry‑leading investment platform that champions the use of exchange‑traded funds (ETFs).
We are a team of industry experts with a passion for building great investment products. A powerful investment solution, we think everyone could benefit from using ETFs as a part of their financial strategy.