Client Operations Transformation Analyst

Role summary

Client Operations Transformation Analyst is a role at Triple Point in London, England, United Kingdom (hybrid). Posted 2026-08-28. Experience level: 2-5.

Job title

Client Operations Transformation Analyst

Company

Triple Point

Location

London, England, United Kingdom

Work arrangement

hybrid

Category

Retail

Experience level

2-5

Date posted

2026-08-28

Job description

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026' .

I f this sounds like an environment where you would flourish, then read on…

The Function & Team

Our Client Operations Team sits at the heart of Triple Point’s investor journey, ensuring every client investing in our products enjoys a seamless, transparent and high-quality experience. The team manages the full lifecycle of a client’s investment from initial application and onboarding through to ongoing servicing, and offboarding, working closely with advisers, platforms and internal teams to keep every step accurate and on time.

It’s a team that combines strong process discipline with genuine care for client outcomes, in an environment where the client’s journey really matters.

Key Responsibilities

The Client Operations Transformation Analyst is at the centre of Triple Point’s Systems Process and Data (SPD) transformation programme and the wider Client Operations change/reporting agenda.

This person supports the day-to-day mechanics of turning business need into delivered improvement. Triaging and prioritising incoming requests, translating vague asks into clear requirements, running UAT with the business, and keeping Jira, Confluence and the governance records accurate and current. They spot and build the smaller automations themselves, and work with tools such as Power Automate, and AI assistants to reduce manual effort across the team.

Alongside this, the role holds interim ownership of a set of regulatory and reporting submissions while these are automated by the Data team, moving to an oversight and as-required submission basis once that work lands.

The role suits a self-starter who is credible with senior stakeholders, genuinely curious about process and technology, and comfortable owning a workstream without close direction.

Backlog, Intake & Prioritisation

Triage incoming project and change requests as they arrive.

Validate and score requests against the prioritisation model.

Keep the master request list and Jira backlog accurate and up to date.

Produce shortlists for governance and prioritisation forums.

Requirements, Business Analysis & UAT

Run requirements sessions with the business; turn vague requests into clear, testable requirements and user stories.

Define acceptance criteria and definition of done for each piece of work.

Plan and organise testing of builds with business owners; coordinate test scripts and sign-off.

Track and chase defects through to release.

Systems Administration & Automation

Administer Jira and Confluence boards; maintain tickets and the change log.

Build reporting dashboards that support governance and delivery tracking.

Spot automation opportunities and build the smaller ones using Power Automate.

Work with tools such as EverWorker and AI assistants to extend what the team can automate.

Stakeholder Support & Coordination

Coordinate across Sales, Client Services, Client Operations, Reporting and Marketing.

Prepare materials for meetings and governance sessions.

Capture notes and actions, and keep trackers current between sessions.

Regulatory & Statutory Reporting

Support the annual CRS, FATCA and HMRC filings accurately and within statutory deadlines.

Support the annual VCT and ISA filings.

Support the team’s audit and regulator engagement, including responses to auditor and DDQ requests (e.g. Loopio).

KPI & Management Reporting

Support the production of recurring MI and KPI reporting (e.g. Compliance MI, Quarterly Raise figures, Product Quarterly MI, adviser firm reporting) accurately and on schedule.

Pull and quality-check Salesforce MI and data extracts feeding departmental reporting and the wider KPI dashboard.

Flag data quality issues or unusual patterns rather than reporting straight through them.

Move to an oversight role as reporting is automated by the Data team, supporting directly only as required.

Other

Support other ad hoc business needs and cross-functional initiatives as required.

Experience

Business or transformation analysis experience on a CRM or systems change programme, ideally Salesforce.

Salesforce – Hands-on literacy across objects, permissions, reports and flows.

UAT & Testing – Proven experience planning and coordinating UAT with business users, including test scripts, sign-off and defect tracking through to release.

Jira & Confluence – Hands-on administration, including building reporting dashboards and maintaining the governance record.

Data Skills – Advanced Excel and Power BI; comfortable handling and interpreting data (SQL an advantage).

Business Analysis – Strong requirements elicitation and process mapping skills.

Communication & Organisation – Excellent written communication; highly organised; able to run several workstreams at once.

Financial Services (desirable) – Background in financial services or investment management, with awareness of FCA and data protection expectations.

Automation (desirable) – Power Automate, VBA, and exposure to AI or automation tools.

Personal Qualities

Stakeholder Credibility – Holds their own with senior stakeholders and challenges constructively.

Solutions Orientation – Can see solutions t