Senior Analyst - Investment Operations

Senior Analyst - Investment Operations page is loaded Senior Analyst - Investment Operations Apply locations City Centre, Leeds time type Full time posted on Posted 3 Days Ago time left to apply End Date: August 2, 2025 (5 days left to apply) job requisition id JR100300

Shape the Future with the National Wealth Fund

At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continue to drive forward the Government's growth ambitions.

We are looking for skilled and results oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.

Job Purpose

Location: In this permanent role, we support hybrid working with a minimum of 3 days per week in the Leeds office.

Deadline to Apply: 2nd August 2025. Early submission is encouraged, and applications will be reviewed on an ongoing basis.

Salary: c£42,000 + benefits

Role Purpose: Provide high quality financial operations support through ongoing development, review, challenge and implementation of processes in line with internal controls, to safeguard corporate assets and the integrity of financial systems, data and reports.

Key Accountabilities:

• Develop, review, and improve processes to deliver high quality and accurate financial operations activities through exploring efficient and innovative processes as the Bank faces new challenges and stakeholder requirements.
• Deliver on deadlines for financial outputs for stakeholders, using knowledge and experience to proactively identify varied improvements for portfolio and funding related reporting, to ensure relevance to business needs.
• Identify, implement, and review internal controls, and recommend solutions to safeguard corporate assets and the integrity of financial systems, data and reports.
• Timely review and accurate processing of requests for transactions and payments, to ensure service levels and contractual obligations are satisfied. Identify and challenge anomalies in financial data and requests and ensure all internal controls and delegation of authorities are satisfied.
• Ensure effective engagement with business stakeholders to influence the timely collation of information required to process payments and transactions in line with defined timescales and provide updates on deliverables.
• Ensure timely and accurate set up, testing and maintenance of data on associated systems, aligned to supporting documentation where required, to ensure integrity of financial data, systems and reports.
• Ensure supporting documentation for all transactions is thorough and complete to satisfy internal compliance and external audit requirements.
• Work with internal stakeholders to identify new system requirements for continuous improvement and resolve systems issues to ensure availability of data and reports.

Skills, Knowledge & Experience:

Knowledge:

• Degree and/or professional certificate in accounting, business, management, or finance desired

Experience:

• Minimum of 3 years of relevant experience in financial operations within a financial services environment.
• Demonstrated experience in executing payments and managing financial transactions.
• Proven track record of establishing and optimising new financial processes.
• Strong experience in implementing and supporting financial systems and software tools.
• Familiarity with automation tools and process improvement methodologies
• Proficiency in data analytics and reporting, including use of Excel, SQL, or BI tools such as Power BI.
• Experience collaborating with technology teams to enhance financial workflows and system capabilities.
• Familiarity with cloud-based financial platforms and integration of digital solutions into operational processes.

Skills:

• Very strong organisational skills and attention to detail.
• Strong client-focused mindset and ability to influence change.
• A flexible attitude to adapt and change direction as needed.
• Strong written and verbal communication skills.

A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK's future. We value diversity in our people and inclusion is at the heart of what we do.

We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.