Operations Analyst

2 months ago

Edinburgh, United Kingdom Flair for Recruitment Full time

Are you a hands on, problem solving analyst with a background in Financial Services?


Our client, a forward-thinking Embedded Investment Platform, is looking for an Operations Analyst to join their Edinburgh based Transfers team.


About the firm:


This is a fantastic opportunity to join a forward-thinking investment platform known for its commitment to innovation and growth, and its pride in a people-first culture. As part of a supportive and collaborative team, you'll focus on problem-solving and innovation. This firm has recently been recognised as one of the UK's Best Workplaces for Development 2024.


About the role:

  • Processing operational tasks such as transfers and cash payments across various investment wrappers (ISAs, JISAs, GIAs, and Pensions)
  • Managing cash and asset flows using internal and external transfer and payment systems
  • Collaborating within a small team to ensure accurate and timely completion of daily tasks
  • Maintaining ownership of requests until resolution, ensuring compliance with agreed SLA’s
  • Taking responsibility for key operational processes within the operations domain
  • Identifying and resolving technical issues using Python scripts and collaborative applications, while adapting to evolving business needs


About you:

  • Strong knowledge of transfer processes, including Equisoft (ATG) and Origo
  • Experienced with established platforms
  • Thrive in fast-paced environments with frequent context switching
  • Eager to learn and take ownership of processes and customer outcomes
  • Proactive, with a high level of ownership in delivering optimal client results
  • Organised and effective at cross-team communication
  • Interested in technical builds and keen to work in a tech-focused environment

If you’re excited about the chance to be apart of this growing team, please apply today. We would love to hear from you

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