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Settlements Analyst We’re looking for an experienced Settlements Analyst to join a high-performing team within an investment management business. You’ll be responsible for the timely and accurate settlement of trades, acting as an escalation point for complex queries and supporting team leadership with oversight and control. Our client operates a hybrid working environment, with offices in both Edinburgh and Glasgow. Key Responsibilities • Process and settle internal and external trades, • Liaise with brokers, fund managers, and clients, • Manage pre-matching and monitor failed trades, • Support settlement across Crest, Euroclear, DTC and other markets, • Process Unit Trust and certificated trades, • Resolve cash and stock reconciliation breaks, • Monitor and report client money and asset shortfalls, • Provide oversight, authorisation, and support to the team leader, • Maintain strong operational controls and ensure regulatory compliance What You’ll Bring • Experience in settlements within investment operations, • Strong communication skills with clients, brokers, and senior stakeholders, • Ability to bring structure, calm, and accuracy to complex workflows, • Confidence in challenging processes and driving improvements, • A collaborative approach with a willingness to support and coach others

About Complexio Complexio is the intelligence layer for enterprise AI. Our platform builds a connected understanding of how businesses actually operate - across people, processes, and systems. Enterprises have invested heavily in AI platforms, copilots, and data infrastructure - yet daily work still runs on manual hand-offs and thousands of unseen tasks buried in emails, chats, and spreadsheets. Complexio closes that automation gap. Our Event Knowledge Graph ingests structured and unstructured data to create a living map of how an organisation truly works - every task, interaction, and dependency. Our Context Broker unifies this knowledge across enterprise systems in real time, enabling our Orchestration layer and Enterprise Automator to discover, design, and execute workflows autonomously. Stevie, our conversational AI assistant, gives teams a natural way to query and act on that intelligence. Complexio deploys securely within your infrastructure and integrates with the enterprise platforms you already run on - turning organisational knowledge into measurable business outcomes. A joint venture between Hafnia and Símbolo, backed by leading maritime partners including Marfin Management, C Transport Maritime, Trans Sea Transport, and BW Epic Kosan. Born in maritime, now scaling rapidly across industries. We are now onboarding enterprise customers globally, with a platform built to handle the pace and complexity of real business operations. Role Purpose Enterprise organisations do not buy software - they fund outcomes. The Value Engineer exists to make the connection between Complexio's platform capabilities and the specific, quantified business outcomes each customer cares about, at every stage of the relationship. Value engineering as a discipline has become a defining commercial capability at the world's leading enterprise software companies. ServiceNow built a global Value Engineering practice to justify platform ROI at scale. Celonis pioneered value engineering in the process mining space, making quantified process improvement the centrepiece of every enterprise deal. SAP's Value Advisors and Salesforce's Business Value Consultants have made the ability to prove financial return a standard expectation in enterprise software procurement. Complexio is building this capability now - at the stage where it will have the most impact on commercial outcomes. This role sits at the intersection of business consulting, commercial strategy, and deep operational understanding. You are not a sales support function. You are an independent, credible business advisor who earns the trust of customer CFOs, COOs, and operational leadership by doing rigorous work - identifying where value is being lost, modelling what recovery is worth, and demonstrating with evidence what Complexio has actually delivered. Key Responsibilities Value Discovery & Business Case Development • Lead structured value discovery engagements with prospective customers - working with operational, financial, and technology stakeholders to identify and quantify the cost of their current automation gap, • Map customer operational workflows to Complexio's platform capabilities, identifying the specific processes, hand-offs, and inefficiencies where the EKG, Context Broker, Enterprise Automator, and Stevie create measurable impact, • Translate business case outputs into executive-ready materials - CFO-grade financial models, board-level summaries, and ROI one-pagers that withstand scrutiny from finance and procurement stakeholders, • Validate assumptions with customers through structured interviews, data analysis, and process observation - never building a business case on hypotheticals that will be challenged at approval Pre-Sales Value Engagement • Partner with Sales, Client Directors, and Solutions Consultants in enterprise sales cycles - joining customer engagements specifically to lead the value and business case workstream, • Run executive value workshops with customer C-suite and operational leadership - structured sessions that move from pain identification through to quantified opportunity in a single engagement, • Produce deal-specific value narratives and ROI models that are calibrated to each customer's operational context, financial metrics, and internal approval process, • Equip the sales team with reusable value frameworks, benchmark data, and industry-specific ROI models that accelerate deal cycles across similar customer profiles, • Support commercial proposal development by providing the financial and business value content that underpins pricing, contract structure, and deal terms Post-Sale Value Realisation • Own the value realisation framework for Complexio's customer base - defining how value is tracked, measured, and reported from deployment through to steady-state operation, • Establish baseline metrics with customers at the point of deployment - agreeing the operational and financial KPIs against which Complexio's impact will be measured Value Benchmarking & Market Intelligence • Build and maintain Complexio's value benchmark library - a structured, continuously updated repository of outcome data across customers, sectors, use cases, and platform capabilities, • Develop sector-specific value models for Complexio's primary markets - maritime operations, energy trading, industrial workflow management - grounded in real customer data and validated against industry benchmarks, • Track and analyse how value accrues over time across the customer base - identifying which deployment patterns, use cases, and adoption sequences drive the fastest and largest outcomes, • Monitor competitive value positioning - understanding how Complexio's ROI profile compares to alternatives including Microsoft Copilot, Celonis, and incumbent manual processes Internal Value Enablement • Build and maintain a value engineering toolkit accessible to the broader commercial team - including value discovery frameworks, ROI calculators, benchmark data packs, and executive presentation templates, • Partner with Product and Engineering to ensure that Complexio's platform instrumentation supports value measurement - advocating for the telemetry, reporting, and analytics capabilities that make value realisation visible to customers, • Feed value data and customer outcome evidence back into Complexio's product prioritisation process - ensuring the roadmap is guided by where the platform creates the most demonstrable impact Executive & C-Suite Engagement • Engage directly with CFOs, COOs, and operational leadership as a credible, independent business advisor - not as a vendor representative, • Lead or co-lead executive value presentations and business case reviews at board and C-suite level - with the financial and operational rigour to withstand challenge from sophisticated buyers, • Shadow Co-CEOs and the CRO in strategic customer engagements as required - providing the value and ROI narrative in high-stakes commercial discussions, • Build long-term advisory relationships with senior customer stakeholders that extend beyond individual deals and create durable commercial anchors What We're Looking For Essential • 6+ years in a value engineering, value advisory, business value consulting, or management consulting role - ideally with direct experience in enterprise software, process automation, or AI/data platform contexts, • Demonstrable experience building and presenting rigorous business cases and ROI models to C-suite and finance stakeholders - models that have withstood scrutiny and influenced major investment decisions, • Strong financial modelling capability - comfortable building NPV, IRR, and payback analyses from first principles and translating operational data into financial outcomes, • Deep understanding of how large enterprises make investment decisions - approval processes, financial hurdle rates, competing priorities, and the politics of internal sponsorship Desirable Experience in the maritime, shipping, energy, or industrial sectors - operational familiarity with voyage management, fleet operations, chartering, trading, or supply chain workflows Experience with process mining, workflow analytics, or operational intelligence tools - and the ability to use data outputs to construct value narratives Familiarity with AI automation economics - understanding how to model labour displacement, error reduction, and decision acceleration in organisations adopting AI-driven workflows Experience building value benchmark databases and sector-specific ROI frameworks from scratch Who You Are Rigorous and credible - your business cases are built on real data, sound assumptions, and transparent methodology; you do not overstate value and you do not produce numbers that collapse under scrutiny A skilled interviewer and listener - you can run a discovery session with a COO or a fleet manager and extract the operational detail you need to build a credible model, without making them feel interrogated Commercially motivated - you understand that your work directly enables revenue and you take that seriously; you are not an academic analyst, you are a commercial contributor Independently minded - you are willing to tell a customer or a sales team that a use case does not meet the value threshold, because your credibility depends on honesty, not optimism • A strong writer and presenter - you produce executive materials that are clear, well-structured, and visually compelling; you do not hide weak analysis behind impressive slides, • Intellectually curious about how industries operate - you find genuine interest in understanding how a maritime shipping company makes money, where it loses it, and what operational changes move the needle, • A builder - Complexio does not yet have a mature value engineering function; you are excited by the opportunity to create the frameworks, tools, and benchmarks that will define how the company communicates value at scale

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