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Contract

Senior Investment Analyst

Bristol
money-bag £40000 - £50000/annum DOE
Posted Today

We’re looking for a Senior Investment Administrator / Analyst to support investment operations, focusing on bonds, ISAs, and PEPs. You’ll act as a senior point of contact, ensuring accurate processing, reporting, and oversight.

Benefits

  • Great transport links
  • Supportive team
  • Great local amenities
  • Career development opportunities
  • Can lead to a permanent role
  • Pension
  • 6-Month Contract with the Potential to Go Permanent

Key Responsibilities

  • Oversee bond transactions, valuations, settlements, and reconciliations
  • Manage ISA & PEP records, transfers, and compliance checks
  • Produce reporting, MI, and analysis
  • Support audits and regulatory requirements
  • Liaise with custodians, fund managers, and internal teams
  • Handle complex queries and escalations

Requirements

  • Strong investment administration / operations experience
  • Knowledge of bonds, fixed income, or gilts
  • Good understanding of ISA & PEP regulations
  • Financial services background
  • Strong Excel skills and high attention to detail

If this sounds like your new role as Senior Investment Administrator, please apply, our friendly team are waiting to hear from you.

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