Business Analyst

Equisoft is a global provider of advanced insurance and investment digital solutions, recognised as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption. Our business-driven approach, deep industry knowledge, innovative technology, and expert teams help our partners solve their biggest, most complex problems.

With 950+ employees, we are a stable organisation that offers career advancement and fosters a stimulating environment.

The position is hybrid, 2 days at the office (Wed and Thurs) and 3 days remote.

Role: The Business Analyst reports to the Project Operations Director and works closely with the Product Managers, Development, Support and Infrastructure teams. The Business Analyst will gather business requirements, create documentation and ensure the solution aligns with client expectations and project goals. The role will include supporting project management activities ensuring timely delivery, conducting quality assurance on configurations and following up with subsequent queries.

You will help build, extend and maintain our range of products including Equisoft /transfer, /pay, /trade and Pension Fusion. These are industry leading SaaS products used by numerous UK investment and pension companies to transfer portfolios of assets, invest in pensions, handle pension payroll and pension tax reporting. Our latest product in development, Pension Fusion, is the leading solution to provide pension data to the government’s pension dashboard initiative.

Your Week with Equisoft:

• Client implementations
• Support product managers in working with clients to elicit requirements for tailored configurations of the product
• Create requirements/project documentation and implementation estimates
• Produce custom integration documentation and example code to enable clients to integrate the product with their systems
• Produce SQL scripts for implementation of requirements
• Support clients throughout their onboarding as they adopt and integrate our products
• Client training on their customised configuration
• Work closely with the project manager to ensure timely delivery, regular communications to the client and updates to project status

Product Requirements:

• Gather, analyse and document business requirements into functional requirements/user stories using Atlassian products
• Collaborate with development teams to ensure features meet technical requirements
• Complete Impact analysis of new features under development
• Support the development team during the sprint (answer questions, participate in demos, review test cases, etc.)
• Participate in project planning, stand-ups, and status meetings to ensure milestones are met
• Help monitor project risks, issues, and dependencies, escalating concerns as needed.
• Maintain product documentation including client facing quick reference guides

Requirements:

• 4-5 years industry experience as a Business Analyst, Product Owner or Product Specialist
• Inquisitive, like to try stuff out, problem solver with a technical mind
• Strong business analysis skills
• Experience of requirements gathering and documentation
• Strong knowledge of SQL & XML
• Ability to articulate complex scenarios to clients and colleagues effectively - written and verbally
• Thorough, with keen attention to detail
• Experience of working closely with development & test teams, understanding of SDLC
• Knowledge of the financial services industry, particularly in platforms, investments, wealth management, pension administration and fund administration
• Ability to manage multiple assignments and priorities in a fast-paced environment
• Team spirit, tact, diplomacy and autonomy
• Strong sense of organisation and prioritisation

Nice to Haves:

• Experience of investment transfers or pension payroll – technical or operational
• Understanding of data modelling techniques
• Software engineering/coding experience
• SSRS/SSIS experience

If you don't meet all the requirements, we still want to hear from you!

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability or age.