Investment Operations Process Analyst

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 (url removed)

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