Business Analyst - Wealth and Asset Management
Business Analyst - Wealth and Asset Management

Business Analyst - Wealth and Asset Management

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Analyse business processes and support tech improvements in Wealth & Asset Management.
  • Company: Capco is a global consultancy focused on transforming financial services.
  • Benefits: Enjoy a culture of innovation, ongoing learning, and enhanced family-friendly benefits.
  • Why this job: Work on impactful projects with top banks and develop your skills in a diverse environment.
  • Qualifications: Minimum 2 years in business analysis with knowledge of financial services and regulatory compliance.
  • Other info: Capco values diversity and offers a flat structure for direct client engagement.

The predicted salary is between 36000 - 60000 £ per year.

Business Analyst – Wealth and Asset Management

Joining Capco means joining an organisation that is committed to an inclusive working environment where you\’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It\’s important to us that we recruit and develop as diverse a range of talent as we can and we believe that everyone brings something different to the table – so we\’d love to know what makes you different. Such differences may mean we need to make changes to our process to allow you the best possible platform to succeed, and we are happy to cater to any reasonable adjustments you may require. You will find the section to let us know of these at the bottom of your application form or you can mention it directly to your recruiter at any stage and they will be happy to help.
About Capco
Capco is a global technology and business consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.
We are:

  • Experts in capital markets, banking and payments and wealth and asset management
  • Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Core Banking etc.
  • Committed to growing our business and hiring the best talent to help us get there
  • Focus on maintaining our nimble, agile and entrepreneurial culture

Role Description
As a Project Manager at Capco, you will require a high degree of collaboration and facilitation within the team and across the enterprise, including senior management, as well as have the ability to translate business needs into strategies and formulate plans with focused execution.
As part of the Consulting team at Capco, the Business Analyst will:

  • Analyse business processes, gather requirements and support technology and operational improvements in Wealth & Asset Management. The role bridges business needs and technical solutions ensuring alignment with strategic goals of our clients.

Skills and Experience

  • Minimum 2 year\’s experience Business analysis
  • Requirements gathering & analysis – working with stakeholders to document business needs, including portfolio management, client servicing and risk management.
  • Experience designing and operating frameworks and financial models to guide executive decisions in complex business problems
  • Regulatory Compliance support- Ensure business processes align with financial regulations (MiFID FCA etc)
  • Knowledge of Financial Services and understanding of Wealth management, Investment products and asset allocation
  • Knowledge of the SDLC, as well as Waterfall and Agile project delivery methods
  • Strong stakeholder management complemented with excellent collaboration skills
  • Effective and flexible communication skills

WHY JOIN CAPCO?
You will work on engaging projects with some of the largest banks in the world, on projects that will transform the financial services industry.
We offer:

  • A work culture focused on innovation and building lasting value for our clients and employees
  • Ongoing learning opportunities to help you acquire new skills or deepen existing expertise
  • A flat structure that will enable you to work with senior partners and directly with clients
  • A diverse, inclusive, meritocratic culture
  • Enhanced family friendly benefits, including maternity / adoption / shared parental leave and paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement

NEXT STEPS
If you\’re looking forward to progressing your career with us, please do not hesitate to apply. We are looking forward to receiving your application.
To learn more about Capco and its people check out the website on have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.
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Contact Detail:

Capco Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Analyst - Wealth and Asset Management

✨Tip Number 1

Familiarise yourself with the latest trends in Wealth and Asset Management. Understanding current market dynamics and regulatory changes will not only help you in interviews but also demonstrate your genuine interest in the field.

✨Tip Number 2

Network with professionals in the financial services sector, especially those working in business analysis roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Capco.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully gathered requirements and improved business processes in your previous roles. Being able to articulate your experience clearly will set you apart from other candidates.

✨Tip Number 4

Showcase your understanding of both Agile and Waterfall methodologies. Be ready to explain how you've applied these frameworks in past projects, as this knowledge is crucial for the role at Capco.

We think you need these skills to ace Business Analyst - Wealth and Asset Management

Business Process Analysis
Requirements Gathering
Stakeholder Management
Financial Modelling
Regulatory Compliance Knowledge
Understanding of Wealth Management
Investment Products Knowledge
Asset Allocation Expertise
SDLC Knowledge
Agile Project Delivery
Waterfall Project Delivery
Collaboration Skills
Effective Communication Skills
Problem-Solving Skills
Analytical Thinking

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Business Analyst position in Wealth and Asset Management. Tailor your application to highlight relevant experience and skills that align with the job description.

Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in business analysis, particularly in financial services. Mention specific projects where you've gathered requirements, supported technology improvements, or ensured regulatory compliance.

Showcase Your Skills: Capco values collaboration and communication. Use your application to demonstrate your stakeholder management skills and your ability to work effectively within a team. Provide examples of how you've successfully communicated complex ideas to diverse audiences.

Personalise Your Application: Capco is looking for individuality and diversity. Don’t hesitate to share what makes you unique in your application. This could be your approach to problem-solving, your background, or any personal experiences that have shaped your professional journey.

How to prepare for a job interview at Capco

✨Understand the Company Culture

Before your interview, take some time to research Capco's culture and values. They emphasise diversity and inclusion, so be prepared to discuss how your unique background and experiences can contribute to their team.

✨Showcase Your Analytical Skills

As a Business Analyst, you'll need to demonstrate your ability to analyse business processes and gather requirements. Prepare examples from your past experience where you've successfully identified business needs and implemented solutions.

✨Familiarise Yourself with Financial Regulations

Since the role involves regulatory compliance, brush up on relevant financial regulations like MiFID and FCA. Being able to discuss how these regulations impact business processes will show your understanding of the industry.

✨Prepare for Stakeholder Management Questions

Expect questions about your experience in managing stakeholders. Think of specific instances where you've collaborated with different teams or senior management to achieve a common goal, and be ready to share those stories.

Business Analyst - Wealth and Asset Management
Capco
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  • Business Analyst - Wealth and Asset Management

    London
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-07-12

  • C

    Capco

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