Role details

Wealth Management Business Analyst

London   •   £60,000 - £70,000   •  Permanent

Bullet points

  • Experience creating target operating models and writing functional specs
  • Solid regulatory knowledge and coming from a trade execution background

About Our Client

My client is globally recognised Asset Management based in London

Job Description

The role will involve applying wealth management business analyst knowledge to the project environment. The candidate will need to:

  • Provide conceptual solutions to often complicated business problems / needs and make recommendations for preferred solutions, with consideration of associated risks, cost and timescales
  • Contribute to the development of the business analysis approach and deliverables, and improve the integration with other change management disciplines across the business
  • Lead requirements gathering and solutions through workshop facilitation and stakeholder engagement
  • Have ownership of traceability of analysis through development, testing, training through to business readiness and acceptance
  • Work with Senior Management and executives to facilitate the sign off / agreement of solutions and recommendations via presentations and one to one workshops/meetings
  • Undertake data analysis to assist the business in migration and segmentation activity making recommendations on approach and timeline whilst identifying potential issues and risks in the process

The Successful Applicant

  • Experience using the full Business Analyst skillset - client journeys, creating target operating models, understanding business processes, writing functional specification via UI and user journeys/stories will all be key to this role.
  • Experience of financial services - particularly within financial planning advice firms and the wealth and asset management industry
  • Experience across packaged and bespoke systems and infrastructure - particular understanding of wrap platforms, Intelligent Office, Saleslogix and Document Management Systems such as eDocs
  • Regulatory knowledge would be benefical, particulary MiFID II and CASS.
  • Experience in implementations of CRM, Platforms, Investment management, Operating and Servicing models, Financial planning tools, Wrappers including SIPP, Document Management
  • Experience in understanding and defining 'as is' and 'to be' states of client journeys, operating models, business processes as well as MI & Reporting

What's on Offer

To work as a Wealth Management Business Analyst for an Asset Manager based in London.

Apply for this job

Click the Apply or LinkedIn button below or contact Shay Quinn on +44 207 645 1447 quoting job reference 13705884
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