Business Analyst/Project Manager - Investment Management
Business Analyst/Project Manager - Investment Management

Business Analyst/Project Manager - Investment Management

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our IT Change team to manage data-centric projects and support migration efforts.
  • Company: We're a growing Investment Management organization based in the heart of London.
  • Benefits: Enjoy a 6-month contract with potential for growth and hands-on experience in a dynamic environment.
  • Why this job: Be part of exciting data transformation initiatives and work with key stakeholders in the industry.
  • Qualifications: Strong buy-side experience and excellent SQL skills are a must; proactive analysis is key.
  • Other info: Candidates will be contacted within 24 hours—don't miss out on this opportunity!

The predicted salary is between 43200 - 72000 £ per year.

Business Analyst/Project Manager – Investment Management

Our client, an Investment Management organisation based in the City of London, is seeking a BA/PM to join their IT Change team on an initial 6-month contract, to support the middle and back office migration to a third party provider. This is an IT-focused role where you will work on a range of data-centric projects, requiring a hands-on approach.
The ideal candidate will have strong buy-side experience and excellent data skills (SQL is mandatory). They must be proactive, capable of conducting their own analysis, and able to effectively manage their own workstream.
Key Responsibilities:

  • Proven experience in the buy-side Investment Management industry.
  • Conduct hands-on business analysis for Transfer Agency migration and related data projects.
  • Manage and organise workstreams effectively, applying project management skills where required.
  • Work with key stakeholders to ensure successful delivery of data transformation initiatives.
  • Develop and implement data solutions using SQL and potentially Power BI / Power Query for reporting and visualisation.

This is an exciting opportunity to join a growing Investment Management organisation and contribute to the ongoing development of key initiatives.
Suitable candidates will be contacted within 24 hours.

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Business Analyst/Project Manager - Investment Management employer: Morson Group

Our client is an exceptional employer, offering a dynamic work environment in the heart of London’s financial district. With a strong focus on employee development and a culture that encourages innovation, you will have ample opportunities to grow your skills in investment management and data analysis. Join a collaborative team where your contributions directly impact the success of transformative projects, all while enjoying the vibrant atmosphere of one of the world's leading financial hubs.
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Contact Detail:

Morson Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Analyst/Project Manager - Investment Management

✨Tip Number 1

Make sure to highlight your buy-side experience in your conversations. This is crucial for the role, and demonstrating your understanding of the investment management industry will set you apart.

✨Tip Number 2

Brush up on your SQL skills before the interview. Since it's mandatory for this position, being able to discuss your experience with SQL and how you've used it in past projects will show you're a strong candidate.

✨Tip Number 3

Prepare examples of how you've managed workstreams effectively in previous roles. Being able to articulate your project management skills will demonstrate your capability to handle the responsibilities of this position.

✨Tip Number 4

Familiarize yourself with data transformation initiatives and be ready to discuss any relevant projects you've worked on. Showing that you can contribute to data-centric projects will make you a more attractive candidate.

We think you need these skills to ace Business Analyst/Project Manager - Investment Management

Business Analysis
Project Management
SQL
Data Transformation
Stakeholder Management
Data Visualization
Power BI
Power Query
Hands-on Approach
Buy-side Investment Management Experience
Analytical Skills
Proactive Problem Solving
Workstream Management
Effective Communication

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities and requirements of the Business Analyst/Project Manager position. Familiarize yourself with key terms like 'buy-side experience', 'data-centric projects', and 'SQL'. This will help you tailor your application effectively.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in the buy-side Investment Management industry. Provide specific examples of past projects where you conducted business analysis or managed workstreams, especially those involving data migration or transformation.

Showcase Your Skills: Clearly outline your technical skills, particularly your proficiency in SQL and any experience with Power BI or Power Query. Mention any relevant certifications or training that demonstrate your capability to handle data solutions and reporting.

Craft a Compelling Cover Letter: Write a cover letter that not only summarizes your qualifications but also conveys your enthusiasm for the role. Discuss why you are proactive and how you can contribute to the IT Change team, focusing on your ability to manage your own workstream effectively.

How to prepare for a job interview at Morson Group

✨Showcase Your Buy-Side Experience

Make sure to highlight your previous experience in the buy-side Investment Management industry. Be prepared to discuss specific projects you've worked on and how they relate to the role.

✨Demonstrate Your Data Skills

Since SQL is mandatory, be ready to discuss your proficiency with it. You might even be asked to solve a data-related problem during the interview, so brush up on your SQL skills beforehand.

✨Prepare for Hands-On Analysis Questions

Expect questions that assess your ability to conduct hands-on business analysis. Think of examples where you successfully managed data projects or migrations, and be ready to explain your approach.

✨Engage with Stakeholders

The role requires effective stakeholder management. Prepare to discuss how you've previously collaborated with key stakeholders to ensure project success, and share any strategies you used to communicate effectively.

Business Analyst/Project Manager - Investment Management
Morson Group
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  • Business Analyst/Project Manager - Investment Management

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-03-19

  • M

    Morson Group

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