Investment Process Analyst

Investment Process Analyst Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Liverpool (Office-Based) Permanent, Competitive Salary + Benefits We’re working with a growing financial services firm seeking an experienced Operations Process Analyst to join their Liverpool-based Investment Operations team. The Role: You’ll support regulatory and client reporting, ensure strong operational controls, and drive process improvements.

Acting as a key point of contact for complex queries, you’ll also provide regulatory guidance and help enhance efficiency and reduce risk across the function. Key Responsibilities Produce and review regulatory and management reporting Coordinate client and tax reporting Provide expertise on FCA and HMRC regulations (ISAs & pensions) Resolve complex operational queries Deliver training and maintain process documentation Identify and implement process improvements Conduct quality assurance reviews, including third-party oversight About You Financial services operations experience Strong knowledge of FCA xwzovoh CASS/COBS and HMRC rules Advanced Excel and data analysis skills Excellent communication and attention to detail Proactive with the ability to manage deadlines and drive initiativesIdeally have CISI Investment Operations Certificate (IOC) or equivalent (preferred) Apply now to take the next step in your operations career.