Quality Analyst – PEA (French Market)

Role & Key Responsibilities: Specialized Monitoring:

Conduct quality evaluations focusing on the accuracy of information provided regarding PEA requirements for opening/maintaining, transfer rules, and tax benefits/penalties on closure. Reconciliation Audits:

Review and validate specialist handling of data reconciliation skills, specifically auditing the resolution of discrepancies in contributions vs. executed amounts and the accuracy of transfer values and instrument eligibility. Regulatory Compliance Check : Audit interactions for compliance with the French investment product regulations and the proper management of escalations around regulatory questions. Process Improvement:

Analyse monitoring results to identify systemic issues and training needs related to the team's ability to troubleshoot savings plan executions and manage inability to explain basic savings plan mechanics. Calibration & Standardization:

Participate in and lead calibration sessions to standardize scoring on complex product topics and ensure consistent application of the AMF framework for PEA.

Requirements:

Experience: Minimum 2–3 year in a Quality Analyst role within Financial Services, with practical experience auditing support for product lifecycle management or recurring investment products. Mandatory Domain Knowledge: Must understand PEA product structure and experience with reviewing and validating execution logs for savings plans. Skills: Exceptional attention to detail, strong analytical and numerical proficiency, and clear written communication.

Key skills and knowledge:

Excellent verbal and written communication skills Knowledge of Banking operations & Taxation (European Market preferred) Should be willing to work in shifts along with the team in customer business time Should be a good team player with willingness to learn and drive to achieve

Work Environment and Conditions:

The role is based in an office environment 5 Days a week with rostered off