Operations Data Analyst

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

1. Introductory call with our Talent team

2. Competency interview focused on your experience

3. Gamified cognitive assessment to understand how you think and problem-solve

4. Interview with a hiring manager to explore alignment with our culture, values, and strategic direction