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Investment Operations Technical Analyst

Isle of Man
Permanent
Our client seeks a motivated and efficient Investment Operations Technical Analyst to join their team.
 
As an integral part of the Operations Department, you will work collaboratively with colleagues in all areas of the business to ensure that all processes meet the relevant internal and regulatory policy and procedural requirements, whilst providing a frictionless and efficient service to clients and colleagues.
 
Key Responsibilities
  • Responsible for first line assurance monitoring; test, evaluate and report results to identify potential risks to the Group.
  • Following testing, highlight when changes to processes and procedures may be required, working with the relevant Operational teams to implement.
  • ​Work with other project teams to integrate new activities, mitigating impact to the business areas.
  • Support project work in relation to FATCA, CRS and AML CFT submissions, working with the Operational teams to ensure system records are complete and up to date to meet tax reporting requirements.
  • Support the operational teams with ongoing monitoring of data accuracy and integrity using Microsoft CRM as a review and reporting tool.
  • Produce and maintain internal procedures relevant to first line assurance monitoring.
  • Work with the Operational Teams to identify and document the control functions within their processes and procedures.
  • Effective verbal and non-verbal communication with key stakeholders, including the preparation of quarterly reporting and statistical preparation.
 
Key Skills & Experience
 
Essential
  • Great knowledge and previous high-level experience of AML / KYC requirements
  • Previous Investment Operations experience within financial services environment is preferred
  • Excellent attention to detail and accuracy
  • Able to adapt to changing circumstances and deadlines
  • Compliant within policies and procedures
  • Working knowledge of MS Office products
  • Knows when to escalate important issues or problems
  • Acts with energy and enthusiasm
  • Delivers expected job outputs to standard and on time
  • Previous Quality Assurance experience is preferred
 
Desirable
  • High level awareness of FSA Regulatory reporting requirements
  • A working knowledge of FATCA / CRS and IRS reporting requirements
  • Educated to A level standard
  • Will hold an industry recognised professional qualification
  • Knowledge of Investment Operations core administration system
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 15448

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.