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Investment Operations Analyst

Go Henry


Posted over 30 days ago...


Join GoHenry and empower the next generation with essential financial skills as an Investment Operations Analyst


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No salary declared 😔

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Farnborough United Kingdom

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Expires at anytime

Organisation summary: GoHenry is on a mission to foster financial literacy among young adults, providing them with a prepaid debit card and an app to learn about earning, saving, giving, and spending. Our innovative approach ensures kids gain practical money management skills while parents enjoy peace of mind. As a thriving company with over 300 employees in the UK and US, we are at the forefront of financial education for the younger generation.

Role Summary:Manage daily operations of investment productsWork collaboratively with Customer Services and Investment Product TeamBase location in Farnborough, occasional travel to LondonFull-time position with the possibility of working from home two days a week post-probationReceive comprehensive training and regular updates to hone your skills

Role Requirements:A minimum of 3 years’ experience in financial services operationsProficiency in back-office systemsAbility to handle ambiguous situations and problem-solve without set guidelinesKnowledge of ISAs and mainstream investment products (e.g., equities, ETFs, mutual funds)Previous experience with FCA or regulatory training

Application Process Details: After applying, expect a response from GoHenry's team. The hiring process includes a phone or video interview, an in-person office interview, and a video call with the VP of Operations, with clear communication throughout each stage.

📍100% Office based (Farnbrough) 💰£ + Benefits  + WFH 2 days a week after probation. 

Hello, we’re GoHenry. 

Our goal is to create generations of independent, confident young adults, armed with money skills that will set them up for life. We place the power in the hands of young people, giving them the tools they need to master the financial ropes for themselves. Kids learn to earn, save, give, and spend responsibly with our prepaid debit card and app – because learning through doing really works (and it’s more fun!). All the while our unique built-in controls give parents total peace of mind. We employ over 300 people across the UK and US.

What part will you play?

As Investment Operations Analyst you’ll work closely with our Customer Services and the Investment Product Team. Based in Farnborough, with occasional travel to London, and reporting to the Senior Operations Manager, you’ll own the day-to-day operations of our new investment products. 

We are looking for a confident and communicative Investment Operations Analyst with an eye for detail who can work comfortably with internal and external stakeholders. If that’s you, we want to hear from you. 

This is a permanent full-time role (37.5 hours a week). We are 100% Office-based in our Farnborough office. Once probation has been completed, we can look to support working from home a maximum of 2 days a week.

How we will support you:

We will provide concentrated training as you build up your knowledge and system navigation skills before joining the main team. Depending on the hours you work this can take 6 to 10 weeks - we take the lead from your progress and confidence. 

After that, we will provide regular training to ensure you are kept in the know and skilled to deal with the queries coming in. We genuinely want you to develop core, transferrable skills you can build a career on as well as offer you opportunities to gain certified qualifications should you want to.

Most importantly, we will give you the time to provide our customers with patient and thoughtful solutions and the tools to make it easy for you and them.

What you need to join with:

  • 3+ years of professional experience in a financial services operational role
  • Confident and experienced in using back-office systems
  • Comfortable dealing with ambiguity and recommending actions for scenarios where there isn’t a ‘how to’ guide. 
  • Working knowledge of ISAs and mainstream investment products (e.g. equities, ETFs, mutual funds).
  • Previous FCA experience or regulatory training 

We understand that finding that next job role can be hard work so we guarantee that no matter what you will always get a response from us. Our usual steps are to arrange a phone or video call with a member of our People Team and then an in-person interview at our office followed by a video call meet and greet with our VP of Operations. We will communicate with you throughout.

Want to know more about GoHenry, the role, the team, and our benefits?

Click here to view the full Job Description.

Want to join our mission?

If GoHenry sounds like a place you’d like to be, please apply using the link below.


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