Our client is seeking an Investment Operations Analyst to support the efficient delivery and monitoring of investment strategies. This role involves managing data, validating reports, and collaborating with internal and external stakeholders to ensure accuracy and compliance.
Key Responsibilities
- Validate investment data and performance reports
- Manage daily cash flow and maintain data integrity
- Review and reconcile fees and expenses
- Assist with regulatory and internal reporting
- Collaborate with teams on process improvements
- 3–5 years’ experience in investment operations or financial services
- Strong analytical skills and advanced Excel proficiency
- Excellent communication and stakeholder management abilities
- Ability to meet deadlines and deliver quality outcomes
- Commercially minded and detail-oriented
Our client is a respected national financial services organisation, known for its innovative approach and strong focus on delivering value to clients. They offer a supportive environment with opportunities for growth and development.
For more information or a confidential discussion, please apply.