Investment Operations Analyst

  • Ref: EHX9370
  • Industry: Financial Services
  • Location:
  • Salary:
  • Type: Permanent

About the Role

Are you a self-motivated individual looking for a role in administration?

Do you want to work in a stable, well-established company that values its employees?

If so this is the perfect role for you! We are currently recruiting for an Investment Operations Analyst to join a reputable wealth management firm in Liverpool City Centre. The company offers hybrid working and provides an excellent benefits package including life assurance. The role is suitable for a candidate with administration experience, or a bright graduate looking for their first professional role.

Role responsibilities are given below, although direct experience isn't necessary as full training will be provided:

  • Monitor the operations email box and log any new notifications to database.
  • Ensure the effective closure of client accounts and opening of estate accounts.
  • Process internal cash transfers
  • Produce accurate valuation packs and distribute to Investment Managers.
  • Calculate fees
  • Carry out thorough accuracy checks of your own work and colleagues work.
  • Carry out processes and procedures within the business area ensuring these meet with regulations

Role requirements:

  • High level of accuracy, concentration and attention to detail
  • Ability to prioritise workloads
  • Good working knowledge of Microsoft Office including Excel
  • Effective problem solver, generating practical solutions to complex issues

This is an excellent opportunity to join a reputable firm in a great role. Apply now if you have the relevant experience!

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