Job description

  • Location:
  • Employee Type:
    Fixed Term Contract
  • Department:
    IWI Operations Team
  • Division:
    IWI Operations
  • Employment Type:
    Full time
  • Salary:

Operations Analyst (6 month FTC) (4666)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Operations Analyst (6 month FTC) 5x vacancies

Location: Liverpool

Team Description

Operational teams are responsible for the end to end lifecycle of a client account, including asset servicing, dealing and regulatory reporting.

Description of role and key responsibilities

  • Analysis of client data reports
  • Process and maintain accurate system records
  • Liaise with colleagues across Operations and Client Facing using all communication methods
  • Analysis of internal and external queries
  • Analysis of daily/weekly/monthly reports
  • Collation of management information statistics for escalation to Team Leader and/or Operations Leader
  • Participate in own team and wider team meetings

Core skills and knowledge

  • Accurate
  • Good communicator
  • Self motivated
  • Accept and act upon constructive feedback
  • Ability to build relationships
  • Microsoft Office knowledge

Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Louise Radcliffe

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance