Quality Assurance Analyst

IDEX Consulting; City Of London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A finance consultancy firm is seeking a Quality Assurance Analyst to enhance investment oversight through data analysis. The role involves identifying risk trends, conducting reviews, and engaging with investment professionals to improve controls and governance. Strong Excel skills and experience in investment risk or QA are desired, alongside a detail-oriented mindset. This newly created role offers a dynamic and collaborative work environment in London.

Qualifications

• Strong Excel/data skills, advanced level preferred.
• Solid understanding of investment operations and governance.
• Experience in QA, investment risk, or first-line control roles.

Responsibilities

• Analyse front-office data to identify risk trends.
• Conduct exception-based monitoring and thematic reviews.
• Engage with investment professionals to resolve issues.
• Recommend improvements to processes and controls.
• Contribute to a proactive risk culture.

Skills

Strong Excel/data skills

Understanding of investment operations

Experience in QA or investment risk

Detail-oriented mindset

Tools

Excel

Power BI

Job description

We're looking for a sharp, data-driven professional to join our Governance Oversight team as a Quality Assurance Analyst.

The Role
This is a newly created role within the investment oversight function, reflecting increased demand and focus on first-line controls. You'll work closely with our Investment and Portfolio Managers to identify, flag, and help remediate emerging risks before they become issues. Rather than compliance monitoring in the traditional sense, this role is rooted in data. Think of it as compliance testing through insight, using metrics and controls to improve investment practices and outcomes.

What You'll Do

• Analyse front-office data to identify risk trends and breaches of tolerance.
• Conduct exception-based monitoring and deep-dive thematic reviews.
• Engage directly with investment professionals to understand and resolve issues.
• Recommend improvements to processes, controls, and governance.
• Contribute to a proactive risk culture across the investment business.

What You Bring

• Strong Excel/data skills (advanced Excel ideal; Power BI a bonus).
• A solid understanding of investment operations and/or governance.
• Previous experience in QA, investment risk, surveillance, or a similar first-line control role.
• A detail-oriented mindset with a knack for spotting outliers and patterns.

The Team
You'll be joining a small and focused Investment Governance team, working alongside a highly experienced manager in a collaborative, non-hierarchical setup. While distinct from the Financial Planning team, there are opportunities to move between both areas as your career progresses.

Our Diversity, Equity and Inclusion Mission is to strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.