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MI & Performance Analyst

2 months ago


Bristol, United Kingdom Flair for Recruitment Remote Work Freelance Full time

Are you looking for a data-focused role? Do you have prior analytical experience in the financial services industry?

Our client, a leading Wealth Management firm, is looking for a MI & Performance Analyst to join their Bristol team.Your responsibilities:

  • Monitor daily real-time operations delivery performance
  • Identify trends and insights for escalation and improvement purposes
  • Review and interpret reporting inputs according to regulatory obligations and agreed service KPIs
  • Provide expertise to facilitate understanding of BAU change impact on 1st Line Oversight
  • Identify root causes and evaluate regulatory and process implications
  • Support analysis and resolution of performance or service failures
  • Assist in implementing changes and improvements, including supporting key suppliers
  • Prepare performance reports for Governance Committees/Forums

Your skills and experience:

  • Expert in current process delivery, SLAs, and operational efficiency
  • Some knowledge of regulations such as: CGT, Corporate Events, APS, Probate, Vulnerable Clients, CASS, COB’s, MiFiR, and Tax
  • Skilled in process control monitoring, effectiveness review, improvement identification, and change implementation
  • Proficient in issue and breach notification, reporting, and project support
  • Organised, efficient, with strong prioritisation and task execution
  • Experience in financial services with a strong operational background and proven process improvement abilities

If this sounds like you, please apply today.