Our client is seeking a diligent and detail-oriented Investment Operations Technical Analyst to join their Operations Technical Department. This role focuses on supporting high-quality services for both clients and internal investment operational teams. Collaborating across business areas, you will ensure operational processes meet internal and regulatory requirements while delivering a seamless, efficient service.
Job Duties:
- Perform first-line assurance monitoring, including testing, evaluating, and reporting to identify risks within the Group.
- Highlight necessary process and procedure changes, collaborating with Operational teams for implementation.
- Integrate new activities with minimal impact on business areas, supporting various project teams.
- Provide project support for FATCA, CRS, and AML CFT submissions, ensuring system records meet tax reporting requirements.
- Conduct data accuracy and integrity monitoring for operational teams using Microsoft CRM.
- Develop and maintain internal procedures related to first-line assurance monitoring.
- Document control functions within processes and procedures in collaboration with Operational teams.
- Prepare quarterly reports and statistical data, communicating effectively with stakeholders.
- Complete ad-hoc technical administrative tasks as required.
- Contribute to real-world projects while upholding group values in all tasks:
- Excellence – Deliver precise testing, attention to detail, and high-quality service.
- Integrity – Ensure ethical testing practices with honesty and fairness.
- Innovation – Consistently support and improve processes to align with regulatory changes.
Job Requirements:
- Knowledge of AML/KYC requirements.
- Strong Quality Assurance experience is preferable.
- Familiarity with FSA Regulatory reporting requirements (desirable).
- Understanding of FATCA / CRS and IRS reporting requirements (desirable).
- Previous experience in Investment Operations within financial services.
- A-level education or equivalent, with an industry-recognised professional qualification (desirable).
- Knowledge of MS Office products and Investment Operations core administration systems (desirable).
- Awareness of risk and governance frameworks.
What You’ll Love:
This role offers a dynamic work environment within a family-oriented company known for its core values: Innovation, Integrity, and Excellence. Benefits include competitive salaries, private healthcare, life insurance, flexible hours, and access to a pension scheme. You’ll find a supportive team culture that celebrates transparent communication, excellence, collaboration, and impactful results.
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