Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Transform wealth platforms through analysis and tech-driven change.
- Company: Join Capco, a leader in wealth management consulting.
- Benefits: Enjoy competitive pay, health coverage, and flexible holidays.
- Why this job: Make a real impact on wealth transformation projects.
- Qualifications: Experience in Wealth Management and Agile delivery is essential.
- Other info: Access continuous learning and a supportive, inclusive culture.
The predicted salary is between 36000 - 60000 £ per year.
Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
Enable wealth platform and operations transformation through structured analysis and technology-enabled change.
The Role
We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives. You will play a key role in translating business needs into structured requirements across platform integration and advisory or servicing transformation programmes. Working within Agile delivery environments, you will collaborate with stakeholders across front office, operations, and technology teams to ensure seamless platform integration and operational enhancement.
What You’ll Do
- Gather, document, and refine business and data requirements across wealth platform and operations transformation initiatives
- Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments
- Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Management
- Define integration and data requirements to support platform interoperability and system change
- Work alongside technology teams and platform providers (e.g. Avaloq, Temenos, Aladdin environments) to ensure alignment between business needs and technical delivery
What We’re Looking For
- Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management
- Strong experience in Agile delivery, including backlog refinement and sprint collaboration
- Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability, and servicing
- Ability to translate complex requirements into clear documentation and structured delivery artefacts
- Strong stakeholder management skills across business and technology teams
Bonus Points For
- Exposure to wealth platforms such as Avaloq, Temenos, or Aladdin (configuration experience not required)
- Experience supporting wealth platform integration or transformation programmes
- Knowledge of FCA conduct requirements within wealth environments
- Professional certifications such as BCS Business Analysis or CISI
- Experience working across multi-entity or post-integration wealth environments
Why Join Capco
- Deliver high-impact wealth transformation programmes for leading financial institutions
- Work in a collaborative, flat, and entrepreneurial consulting culture
- Access continuous learning, training, and industry certifications
- Be part of a team shaping the future of wealth platform integration and advisory transformation
We offer a competitive, people-first benefits package designed to support every aspect of your life:
- Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
- Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
- Family-Friendly: Maternity, adoption, and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
- Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
- Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
- Continuous Learning: Your growth, your way – minimum 40 hours of training annually. Choose from workshops, certifications, and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
- Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.
Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.
Capco does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.
Business Analyst – Wealth & Asset Management employer: Capco
Contact Detail:
Capco Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst – Wealth & Asset Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth & Asset Management space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by practising common Business Analyst questions. Think about how your experience aligns with the role's requirements, especially around Agile delivery and operations mapping. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your past projects, focus on how you’ve translated complex requirements into structured solutions. This will demonstrate your value and fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Business Analyst role!
We think you need these skills to ace Business Analyst – Wealth & Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Analyst in Wealth & Asset Management. Highlight your relevant experience and skills, especially in Agile delivery and operations mapping. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth transformation and how your background aligns with our needs. Keep it concise but impactful – we love a good story!
Showcase Your Stakeholder Management Skills: In your application, don’t forget to mention your experience working with various stakeholders. We’re looking for someone who can bridge the gap between business and technology teams, so share examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Capco
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of Wealth & Asset Management. Understand the key concepts, processes, and platforms like Avaloq, Temenos, or Aladdin. Being able to speak confidently about these will show that you're not just a candidate, but someone who truly understands the industry.
✨Master Agile Methodologies
Since this role involves working in Agile environments, be prepared to discuss your experience with backlog refinement and sprint ceremonies. Think of specific examples where you've successfully collaborated with teams to deliver results. This will demonstrate your ability to thrive in a fast-paced setting.
✨Showcase Your Stakeholder Skills
Stakeholder management is crucial for this position. Prepare to share instances where you've effectively communicated complex requirements to both business and technology teams. Highlight how you navigated any challenges and ensured alignment between different parties.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about how you would approach mapping current and target operating models or defining integration requirements. Practising these scenarios can help you articulate your thought process clearly during the interview.