Investment Analyst

Job Ref: 

Based within impressive Liverpool city centre offices, my client is a leading investment management firm who hold an excellent reputation. This firm are currently recruiting for a number of different positions with Investment Operations, and they are looking for professional and career focused candidates to join their busy teams. The Investment Analyst will be responsible for various different aspect of Investment Administration, and the ideal candidate will have previous experience in a Financial Services environment.

This is a fantastic opportunity to join a prestigious investment management firm with the offer of a competitive salary and excellent career opportunities!

The Investment Analyst duties may include:

  • Processing electronic cash payment and internal transfers
  • Processing ISA subscriptions and checking ISA applications
  • Maintaining static data on various in house systems
  • Processing fees at month end
  • Ensuring all client transfers out are dealt with promptly and accurately, including liaising with external third parties
  • Adopting a high quality culture to minimise error, ensuring quality service levels and high standards are delivered

Essential Requirements are:

  • Previous experience in Financial Services
  • Effective and professional communication skills, both verbal and written
  • A positive can-do attitude, with a strong desire to deliver results.
  • Strong attention to detail, problem solving and is dedicated to providing excellent client service.
  • Ability to work well under pressure


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