Ethex and Energise Africa are looking for two Operations Associates responsible for ensuring the smooth day-to-day operation of our award‑winning platforms.
These roles place you at the heart of our organisations and at the cutting edge of making positive investing mainstream. As we continue to scale, we are seeking two ambitious, driven and motivated team members to support our Operations, Investment, and wider business functions
About Ethex and Energise Africa
We enable individuals to invest in impactful businesses they believe in – whether it’s fighting climate change, reducing poverty or building resilient communities. Since 2013 Ethex and Energise Africa have raised over £175 million of investment for over 120 impactful organisations from more than 27,000 positive investors.
These are exciting times at Ethex - a not-for-profit company, backed by six of the UK’s top social investment institutions, that has become Britain’s leading direct impact investment platform. We recently took full ownership of our sister platform, Energise Africa and anticipate continued strong growth, both in our community of investors and the number of investment opportunities that we are able to offer.
Job Overview
Reporting to the Operations Manager, these roles focus on operational support for Ethex and Energise Africa, while providing a wide remit of assistance across Investment, Sales, and Operations.
The Operations Associate ensures high‑quality investment administration, supports internal processes, enhances customer service and contributes to organisational efficiency.
Roles & Responsibilities:
Customer Care & Investor Support
• Provide high quality customer care to investors, ensuring timely, clear and supportive responses to enquiries.
• Handle sensitive customer situations professionally, including complex queries and escalations.
• Support new investor onboarding by guiding investors through account setup, verification steps and platform navigation.
• Contribute to achieving team new investor targets by monitoring progress, identifying blockers and suggesting improvements.
• Deliver an excellent customer experience that encourages investor retention and satisfaction.
• Ensure all probate processes are completed accurately, in line with regulatory and internal compliance requirements.
Investee Liaison and Offer Administration
We work with organisations to shape the content of the offers brought to the platform for investment.
• Manage end-to-end offer processes including creation, review, tracking, and post‑close investor updates.
• Assisting with operational due diligence on potential offers (KYC, legal entity checks, offer document review).
• Liaise with investees across both Ethex and Energise Africa to ensure smooth and efficient onboarding to the platforms. Ensure investees understand operational processes, timelines, and compliance needs.
• Coordinate onboarding tasks such as document collection, platform setup, and communication of requirements.
Process Improvement & Documentation
• Proactively identify opportunities to streamline workflows through automation and standardisation.
• Support documentation and creation of Standard Operating Procedures (SOPs), user guides and training materials.
Key Skills & Experience:
• Experience in financial services, customer service, business operations, or a similar administrative/operational role.
• Strong organisational skills with the ability to manage multiple tasks and priorities.
• Excellent communication skills, with a collaborative, can‑do attitude.
• Ability to build relationships, influence stakeholders and navigate challenges effectively.
• Strong MS Office skills, especially Excel.
• A passion for operational excellence and high‑quality customer service.
• Interest in sustainable development or impact investing is desirable.
• Experience in fast-moving or mission‑driven organisations is a plus.
Values
• Commitment to positive impact and supporting communities and social enterprises.
• Dedication to excellent customer service and treating all investors fairly.
• A friendly, dynamic, professional team mindset.
• Belief in a fairer future for all and inclusive working.
We welcome applicants from diverse backgrounds and encourage you to share your interests and areas of passion. Please include salary expectations and whether you are applying full‑ or part‑time. Interviews will be conducted on a rolling basis.