Investment Operations Process Analyst
| Dyddiad hysbysebu: | 14 Mai 2026 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 13 Mehefin 2026 |
| Lleoliad: | Liverpool, Merseyside, l3 9sj |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Search Consultancy LTD |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | Req/680080_1778766823 |
Crynodeb
Investment Operations Process Analyst
- Location: Liverpool City Centre
- Hours: Monday-Friday, 9am-5pm
- Salary: Competitive (DOE)
- Excellent benefits
A 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 efficiency
What 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 collaboratively
Qualifications
- CISI Investment Operations Certificate (IOC) or equivalent
If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.