Operations & Business Analyst (Financial Investment)

Workster is partnering with a global investment firm to recruit an Operations & Business Analyst (Financial Investment) to join its operational finance team. This role sits at the intersection of operations, business analysis and finance, supporting trade lifecycle processing, operational controls, internal reporting and project delivery across multiple investment products. The successful candidate will be organised, analytically minded and comfortable working with stakeholders across Trading, Risk, Finance and Technology in a fast-paced, multi-jurisdictional environment.

Your role

• Support daily trade and settlement operations for a range of asset classes, including Equities, Rates, FX and Credit, ensuring timely and accurate processing from trade capture to settlement.

• Prepare and maintain operational dashboards and management reports covering volumes, exceptions, reconciliations and key performance indicators.

• Investigate operational breaks, P&L or cash discrepancies and co-ordinate remediation with counterparties, fund administrators and internal teams.

• Perform data analysis and process root-cause investigations to identify recurring issues and recommend practical, measurable improvements.

• Document and maintain end-to-end process maps, control matrices and standard operating procedures to support audit and compliance requirements.

• Work with Technology and Vendors to specify requirements, test system changes and support implementation of automation and straight-through processing initiatives.

• Contribute to month-end and NAV close activities where relevant, including review of reconciliations and variance analysis.

• Assist with regulatory and internal reporting duties, ensuring data quality and timely submission of operational metrics.

• Act as a business partner to Trading, Finance and Risk, providing operational insight to new product onboarding, trade lifecycle changes and projects.

• Help maintain a strong control environment by executing and improving control testing, monitoring and escalation processes.

Your qualifications

• Bachelor’s degree in Finance, Economics, Business, or related discipline, or equivalent practical experience.

• Typically 2–5 years’ experience in operations, fund accounting, trade support or business analysis within investment management, banking or a related financial services environment.

• Solid understanding of trade lifecycle, settlement processes and market conventions across multiple asset classes.

• Strong analytical skills with proficiency in Excel; experience with SQL, Python, or data visualisation tools (e.g. Power BI, Tableau) is advantageous.

• Experience producing management reports, dashboards and reconciliations with a strong control mindset and attention to detail.

• Excellent communication skills and ability to work collaboratively with cross-functional stakeholders.

• Experience of change delivery, requirements gathering and user acceptance testing in a financial services environment is desirable.

• Familiarity with industry systems (e.g. SS&C, Enfusion, Bloomberg, Calypso) or custody platforms is a plus.

• Ability to prioritise competing demands, meet deadlines and operate effectively in a fast-paced, multi-jurisdictional environment.

The offer

• Permanent, full-time role within a reputable global investment firm.

• Exposure to multi-asset operations and cross-functional projects with clear progression paths.

• Competitive salary and benefits package aligned with experience and market standards.

• Support for professional development, training and relevant qualifications.

• Collaborative, performance-driven culture with opportunities to work with senior stakeholders across Trading, Risk, Finance and Technology.

• Hybrid or office-based working model depending on location and team needs.