Operations Analyst, Transfers Team

InvestEngine

Operations Analyst ensuring accurate reconciliation and ISA transfers at InvestEngine. Collaborating with Operations and Client Services teams to maintain regulatory compliance and client confidence.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong attention to detail and process orientation in completing reconciliations and transfers accurately while maintaining a clear audit trail. Proficient in problem-solving and time management to meet daily cut-offs and regulatory deadlines in a fast-paced operational environment.

Highest-signal resume keywords

Reconciliation ProcessesISA Transfer ProcessesExcel ProficiencyProblem-Solving SkillsTime Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ReconciliationISA TransfersAudit Trail MaintenanceOperational Risk ManagementData Analysis

Soft Skills

Attention to DetailClear CommunicationProcess Orientation

Tools & Technologies

Reconciliation PlatformsOperations PlatformsExcel

Industry Keywords

FintechInvestment PlatformsBrokerage OperationsWealth ManagementUK Regulatory Environment

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Experience in fintech, investment platforms, brokerage or wealth-management operations (Nice to Have)
Familiarity with ISA transfer processes and the UK regulatory environment (Nice to Have)
Experience using reconciliation platforms and ops tooling (Nice to Have)

Benefits

Comp & perks

Impact from day one
Room to grow
Transparent and open culture
Supportive, high-calibre team
Remote and flexible