Operations & Business Analyst – Financial Investment

About the role

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.

Key responsibilities

• Support daily trade and settlement operations for 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 coordinate remediation with counterparties, fund administrators and internal teams.
• Perform data analysis and root‑cause investigations to identify recurring issues and recommend measurable improvements.
• Document end‑to‑end process maps, control matrices and standard operating procedures for audit and compliance.
• Work with technology and vendors to specify requirements, test system changes and support automation initiatives.
• Contribute to month‑end and NAV close activities, including reconciliation review and variance analysis.
• Assist with regulatory and internal reporting duties, ensuring data quality and timely submission of operational metrics.

Required profile

• Bachelor’s degree in Finance, Economics, Business or related discipline, or equivalent practical experience.
• 2–5 years of experience in operations, fund accounting, trade support or business analysis within investment management or banking.
• Solid understanding of trade lifecycle, settlement processes and market conventions across multiple asset classes.
• Strong analytical mindset with attention to detail and a control‑oriented approach.
• Excellent communication skills and ability to collaborate with cross‑functional stakeholders.

Required skills

• Advanced Excel
• SQL
• Python
• Power BI or Tableau
• Familiarity with industry systems such as SS&C, Enfusion, Bloomberg, Calypso

What we 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.
• Hybrid or office‑based working model depending on location and team needs.