Investment Operations Process Analyst

8 Days Old

Investment Operations Process Analyst
Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Excellent benefitsA fantastic opportunity has arisen for an experienced Operations Process Analyst to join a growing financial services organisation. This senior role sits within the Operations team and focuses on regulatory reporting, process improvement, quality assurance and supporting Investment Operations.
Key Responsibilities
Produce and quality‑assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting Act as an escalation point for complex technical queries Provide training on products, systems and procedures Produce business requirement documentation Review and improve systems, processes and service standards Conduct casework and third‑party quality assurance reviews Help implement initiatives to reduce risk and improve efficiencyWhat We're Looking For
Strong analytical and numerical skills Excellent written and verbal communication Financial services experience, ideally in Operations Knowledge of investment‑related regulation (e.g., ISAs, pensions, FCA CASS/COBS) Advanced Excel skills and experience working with large datasets Ability to write clear business and procedural documentation Proven ability to manage initiatives end‑to‑end High level of attention to detail Ability to work independently and collaborativelyQualifications
CISI Investment Operations Certificate (IOC) or equivalentIf this is a role that you would be interested in applying for then please email your CV to
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Location:
Liverpool, Merseyside
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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