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

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