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- Tasks: Support change initiatives in client reporting and enhance operational efficiency.
- Company: Dynamic asset management firm focused on innovation and collaboration.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a collaborative Agile team and enjoy excellent career development opportunities.
- Why this job: Make a real impact by improving processes and enhancing client reporting capabilities.
- Qualifications: Experience in business analysis, strong SQL skills, and knowledge of asset management operations.
The predicted salary is between 120000 - 120000 £ per year.
We are seeking an experienced Business Analyst to support change initiatives across Client Reporting, regulatory disclosures, and financial data within an asset management business. You will work closely with business and technology stakeholders to define requirements, improve processes, and deliver solutions that enhance reporting quality, data governance, and operational efficiency.
Key Responsibilities:
- Gather and document business and technical requirements through stakeholder engagement, workshops, and process analysis.
- Define project scope and support delivery alongside Project Managers or in a combined BA/PM capacity.
- Produce clear documentation including business requirements, process flows, data dictionaries, source-to-target mappings, and user guides.
- Use SQL, Excel, Power BI, and Python to analyse and document data, translating requirements for technical delivery teams.
- Support data governance by ensuring strong data definitions, lineage, and quality controls.
- Work with cross-functional Agile teams to support testing, delivery, and implementation.
- Identify opportunities to improve processes, automate workflows, and enhance client reporting capabilities.
Skills & Experience:
- Strong Business Analysis experience across business and technology change initiatives.
- Good understanding of asset management operations and financial data.
- Experience with client reporting and regulatory disclosures, including factsheets, KIIDs/PRIIPs, QIRs, and MIRs.
- Knowledge of ABOR/IBOR, fund reference data, and performance & attribution datasets.
- Experience with FactSet and Morningstar Unity data.
- Strong technical capability in SQL and Excel; Power BI/Python desirable.
- Experience working within Agile delivery teams.
- Strong communication skills, with the ability to engage both business and technical stakeholders.
Hybrid role: 3 days/week in office (Victoria)
Salary: Up to £120k
Business Analyst - Client Reporting in City of London employer: Bonhill Partners
Contact Detail:
Bonhill Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst - Client Reporting in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management space and let them know you're on the lookout for a Business Analyst role. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Get your hands dirty with some real-world projects. Whether it's through freelance gigs or personal projects, showcasing your skills in SQL, Excel, and Power BI will make you stand out. Plus, it gives you something tangible to discuss in interviews!
✨Tip Number 3
Prepare for those interviews by brushing up on your knowledge of client reporting and regulatory disclosures. Be ready to discuss how you've improved processes or enhanced reporting quality in past roles. We want to see that you can hit the ground running!
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Business Analyst - Client Reporting in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Analyst – Client Reporting. Highlight your experience with client reporting, regulatory disclosures, and any relevant tools like SQL and Excel. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects where you've improved processes or enhanced reporting quality, and show us your passion for asset management.
Showcase Your Technical Skills: Since this role involves a lot of data analysis, make sure to highlight your technical skills in SQL, Power BI, and Python. If you’ve used these tools in past roles, give us examples of how they helped you deliver solutions or improve efficiency.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Bonhill Partners
✨Know Your Data Inside Out
As a Business Analyst, you'll be dealing with a lot of data. Make sure you brush up on SQL, Excel, and Power BI before the interview. Be ready to discuss how you've used these tools in past projects, especially in relation to client reporting and regulatory disclosures.
✨Understand the Asset Management Landscape
Familiarise yourself with asset management operations and financial data. Knowing the ins and outs of factsheets, KIIDs/PRIIPs, and QIRs will give you an edge. Be prepared to talk about how your experience aligns with these areas and how you can contribute to improving processes.
✨Showcase Your Agile Experience
Since this role involves working within Agile teams, highlight your experience in Agile methodologies. Share specific examples of how you've collaborated with cross-functional teams to deliver projects successfully. This will demonstrate your ability to adapt and thrive in a dynamic environment.
✨Communicate Clearly and Confidently
Strong communication skills are key for this role. Practice articulating your thoughts clearly, especially when discussing technical requirements and stakeholder engagement. Use examples from your past work to illustrate your points, and don't shy away from asking questions to show your interest and engagement.