Data Analysis Specialist

2 days ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Title: Data Analysis Specialist

Salary: £65,000 - £80,000 per annum

About Evelyn Partners Fund Solutions Limited

We are a leading integrated wealth management and professional services group with over 186 years of experience in helping generations of people and businesses to thrive. Our core values of Personal and Performance drive our exceptional track record of growth and innovation.

Job Description
  • Act as an alternate contact for the department on Group wide projects and initiatives.
  • Support management in ensuring that team procedures are documented, periodically reviewed, and updated.
  • Support the senior manager in the implementation of the risk and control matrix.
  • Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
Key Skills and Qualifications

You will need:

  • Significant operations experience gained within financial services.
  • Demonstrable and practical knowledge of the regulatory environment relating to investment management and settlement operations.
  • Working knowledge of Microsoft Office packages.
  • Relevant Level 3 FCA recognised professional qualification (e.g. CFA Charter).
Benefits

We offer a competitive benefits package including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave.



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