Investment Operations Analyst

Marshall Moore
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

Based within impressive city centre offices, my client is a leading investment management firm who hold an excellent reputation within the market. Due to continued expansion, my client is now looking for a professional and career focused candidate to join their busy team on a permanent contract.

This is a fantastic opportunity to join a prestigious wealth investment management firm on a 3 month basis which can offer a competitive salary and excellent career opportunities!

The Investment Operations Analyst will be responsible for:

  • Processing new client accounts in line with industry regulations
  • Monitoring and clearing all trades including failed trades
  • Completing thorough compliance and AML checks when opening accounts
  • Use of bespoke databases to record and update high volumes of financial data
  • Creation of MI reporting

Essential Requirements are:

  • You must have previous administration experience from the financial services / investment management industry
  • Proficient IT skills in Microsoft Office, particularly Excel
  • Proven skills in accuracy and attention to detail, particularly when handling high volumes of sensitive data
  • Confident and professional communication skills
  • Competent in using Microsoft Office including Word and Excel

If you are looking for an opportunity to gain experience within a highly professional investment management company, then this is the role for you! With an excellent reputation on the Liverpool market, my client can offer a sociable working environment and outstanding career opportunities. Although this is initially a temporary position, there may be potential for a longer term role in the future. If you think you meet the above criteria for the Investment Operations Analyst please apply now using the link below.

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