Senior Analyst - Investment Operations (6 month FTC)

Harrison Holgate; Greater London; Presencial; GBP 51.000 - 69.000; Jornada completa

Descripción de la vacante

Harrison Holgate is seeking a Senior Analyst – Investment Operations in London to join its finance team. The role involves taking ownership of investment operations, reporting, reconciliations and regulatory reporting across multiple entities within an insurance or financial services setting.

Working with Finance, Treasury and Investment teams, you will ensure accurate accounting and timely reporting of investment activities, while coordinating with investment managers and external partners.

Formación

• Five+ years’ experience in insurance or financial services, focus on investment operations or accounting.
• Experience with fixed income and other asset classes is preferred.
• Degree or postgraduate qualification in Finance or Accounting, with progress toward CFA or ACCA.

Responsabilidades

• Oversee investment operations, accounting entries, reconciliations and reporting.
• Prepare and analyse monthly and quarterly investment schedules, management reports and committee packs.
• Monitor cash and investment movements and contribute to Board reporting.
• Manage investment-related regulatory reporting across jurisdictions (Lloyd’s, Solvency II).
• Review compliance reports, identify breaches and escalate issues as needed.
• Liaise with internal/external investment managers, custodians and stakeholders.
• Support investment audits, banking administration and maintenance of records.
• Ensure reporting deadlines and regulatory requirements are met.

Conocimientos

Investment operations

Regulatory reporting

Educación

Finance or Accounting degree

Descripción del empleo

Senior Analyst - Investment Operations (6 month FTC)

Finance & Accountancy

London

£60,000

Reference: HH/RF-14254

Senior Analyst – Investment Operations | London

We are working with a leading insurance business to recruit a Senior Analyst – Investment Operations to join its finance team.

This is an excellent opportunity for an experienced investment operations professional with a background in insurance or financial services to take ownership of investment operations, reporting, reconciliations and regulatory reporting across multiple entities.

The Role

Working closely with Finance, Treasury and Investment teams, you will play a key role in ensuring the accurate and timely accounting, monitoring and reporting of investment activities.

Key responsibilities will include:

• Overseeing investment operations, accounting entries, reconciliations and reporting.
• Preparing and analysing monthly and quarterly investment schedules, management reports and committee packs.
• Monitoring cash and investment movements and contributing to Board reporting.
• Managing investment-related regulatory reporting across relevant jurisdictions, including Lloyd’s and Solvency II requirements.
• Reviewing compliance reports, identifying potential breaches and escalating issues where appropriate.
• Liaising with internal and external investment managers, custodians and other key stakeholders.
• Supporting investment audits, banking administration and the maintenance of investment records.
• Ensuring reporting deadlines and regulatory requirements are consistently met.

About You

We are keen to speak with candidates who have:

• At least five years’ experience within insurance or financial services, ideally with a focus on investment operations or investment accounting.
• Experience working with fixed income and other asset classes.
• A degree or postgraduate qualification in Finance or Accounting, with progress towards a relevant professional qualification such as the CFA or ACCA.
• Strong analytical skills and experience preparing management reports and explaining investment movements.
• An understanding of financial markets and regulatory reporting requirements.
• Excellent communication skills, with the confidence to engage with senior stakeholders and external investment managers.
• A proactive, organised approach and the ability to manage competing priorities and deadlines.

If you have experience across investment operations within the insurance or wider financial services sector and are looking for your next challenge, we would be keen to hear from you.

About Us

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