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Investment operations process analyst

Liverpool (Merseyside)
Permanent
Process analyst
Posted: 5h ago
Offer description

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.

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