Operations Process Analyst

Red Recruitment
Liverpool
Operations Process Analyst

Red Recruitment is looking to recruit a Operations Process Analyst for our client. You will be responsible for a variety of client, regulatory and business reporting functions as well as providing oversight and support to the Investment Operations team.

Benefits and Package for a Operations Process Analyst:

Salary: Competitive
Hours: Full-time
Contract Type: Permanent
Location: Liverpool
25 days annual leave plus bank holidays
Workplace Pension
Private medical insurance for employees
Permanent health insuranceKey Responsibilities of a Operations Process Analyst:

Assist with the production and quality assurance of regulatory reporting.
To assist with the recording, production and quality assurance of management information.
Coordinate and assist the production of quarterly client reporting, as well as annual tax reporting, for example profit and loss statements, consolidated tax certificates and cost & charges statements.
Act as a source of regulatory knowledge and compliance within the Operations teams.
Keep up to date with changing financial regulation pertaining to, but limited to; ISAs, pensions and taxation.
Act as an escalation point of contact for complex queries and technical questions.
Deliver coaching and training on products, services, systems and procedures.
Produce business requirement documentation as necessary, gaining agreement and sign off from key stakeholders as required.
Help to develop, implement and maintain effective systems, processes and procedures to meet and maintain service standards.
Conduct periodic casework quality assurance reviews
Help to develop and implement initiatives to improve quality, efficiency and client service.
Help to develop and implement initiatives to mitigate risk.
Conduct quality assurance reviews on third party vendor service levels including systems, processes and outputs to ensure they meet business requirements.
Being passionate and demonstrate behaviours in line with the Company's ethos, vision and key principlesKey Skills and Experience of a Operations Process Analyst:

Strong analytical and numerical skills
Excellent communication skills, including strong written, verbal and presentation skills.
Previous financial services experience, particularly in an operations environment
Knowledge of the regulatory requirements relating to investments, such as those found in the HMRC ISA rules & Registered Pension Schemes Manual and FCA CASS and COBS sourcebooks
Strong working knowledge of MS Office, in particular an advanced knowledge of Excel and experience working with large-volume data sets
Experience of writing and maintaining high-quality business, process and procedural documentation
Comfortable taking responsibility to drive and deliver initiatives from outset to completion
Ability to make recommendations for business and process improvement
Be able to work to deadlines and have proven time management skills
Proactive, collaborative, methodical and thorough approach to work, with excellent attention to detail
Ability to work independently and as part of a team If you are interested in this position and have the relevant experience required, please apply now!

Red Recruitment (Agency)
Posted 2026-04-08

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