Investment Operations Process Analyst - Senior Position
Location: Liverpool City Centre
Contract: Full‑Time, Permanent
Hours: Monday-Friday, flexible start between 7:00-10:00
Working Model: Office‑based
Salary: Competitive, dependent on experience
About the OrganisationA long‑established and highly respected financial services institution in Liverpool City Centre is seeking an experienced Investment Operations Process Analyst to join its growing operations function. This is a senior‑level appointment, offering the opportunity to contribute to the development of operational excellence across the business.
Role OverviewThe Senior Investment Operations Process Analyst will play a key role in enhancing operational efficiency, strengthening regulatory compliance, and supporting the delivery of high‑quality investment operations. The role requires a strong understanding of investment processes, regulatory reporting, and operational risk, alongside the ability to mentor and support junior team members.
Key ResponsibilitiesProcess Improvement - Lead and support initiatives to streamline workflows, enhance controls, and improve operational efficiency.
Regulatory Reporting - Ensure accurate and timely reporting in line with FCA and industry requirements.
Quality Assurance - Conduct reviews, identify gaps, and implement corrective actions to maintain high operational standards.
Operational Support - Provide subject‑matter expertise across investment operations, including reconciliations, settlements, and trade support.
Mentoring & Development - Offer guidance, coaching, and support to junior colleagues to strengthen team capability and knowledge.
Proven experience within investment operations , middle office , or a similar financial services environment.
Strong understanding of regulatory requirements and operational risk.
Demonstrated ability to lead process improvement initiatives.
Experience mentoring or supporting junior team members.
High attention to detail and a commitment to operational excellence.
IOC (CISI Investment Operations Certificate) or equivalent.
If you meet the above criteria and are interested in progressing your career within a reputable financial services organisation, I'd love to hear from you. Please send your CV to View email address on findajob.dwp.gov.uk, or contact me directly on the number View phone number on findajob.dwp.gov.uk.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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