At a Glance
- Tasks: Join a dynamic team to enhance client data strategies and implement CRM transformations.
- Company: Leading asset management firm in London with a focus on innovation.
- Benefits: Flexible hybrid work, competitive pay, and opportunities for professional growth.
- Other info: 6-month contract with a supportive team and exciting projects.
- Why this job: Make a real impact in the financial sector while developing your analytical skills.
- Qualifications: Experience in data modelling, CRM systems, and understanding of asset management.
The predicted salary is between 50000 - 65000 £ per year.
We are seeking a highly skilled Contract CRM Business Analyst to join our Asset Management client in London, to work on large-scale CRM Transformation & Client Data Strategy programme within a global asset management environment. The role will focus on the implementation of an external reference data provider to enhance and standardise organisation data across multiple Salesforce instances, including supporting data matching, enrichment, and hierarchy construction.
The successful candidate will work closely with business, data, and technology stakeholders to define requirements for mastering organisation data, establish scalable operating model processes (including governance and stewardship), and ensure alignment to the enterprise data model. In addition, the role will evolve into designing and delivering sales insight views and dashboards, leveraging complex client hierarchies and integrating key contextual data (e.g. AUM, flows, and relationship data) to enable improved client coverage, reporting, and decision-making across distribution teams.
Required experience & skills
- Strong understanding of Asset Management operating models, including institutional and wholesale distribution, client servicing, and fund structures.
- Experience working in B2B business contexts, with complex client organisations, multi-entity relationships and long-cycle sales and servicing models.
- Understanding of how clients, consultants, intermediaries, mandates and legal entities are represented and related within Asset Management firms.
- Produce high-quality analysis artefacts including:
- Data definitions and logical data models
- Hierarchy and relationship rules
- Business rules and acceptance criteria
- JIRA Features, Stories and Acceptance Criteria (Feature ? Story ? AC)
- Support testing and validation of mastered client data within Salesforce CRM, Data Cloud 360 and downstream analytics (e.g. Tableau).
Desirable experience
- Exposure to Salesforce Data Cloud, MDM platforms, or client/entity mastering solutions.
- Experience working with external data providers (e.g. Dun & Bradstreet, LEI, reference data).
- Financial Services or Asset Management experience (beneficial but not essential).
- Familiarity with data governance, stewardship models and regulatory considerations.
In summary, BA with experience in Client Data Modelling / MDM / Data Governance will be essential, as is prior experience of working with an Asset/Investment Management company.
6 Month contract
Hybrid work pattern: 2 days in the office / 3 remote
Work Location: Hybrid remote in London
Business Analyst - Data in London employer: IC8
Join a leading Asset Management firm in London that values innovation and collaboration, offering a dynamic work culture where your contributions directly impact client data strategies. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to work alongside industry experts in a hybrid environment that promotes work-life balance. Embrace the unique advantage of being part of a global team dedicated to excellence in data management and client servicing.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst - Data in 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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile is up-to-date and highlights your experience with CRM systems, data governance, and client data modelling. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of asset management operating models and Salesforce. Be ready to discuss how you've tackled complex client relationships and data challenges in the past—this will show you're the right fit for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and interests. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Business Analyst - Data in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Analyst - Data. Highlight your experience with CRM systems, data governance, and any relevant projects you've worked on in asset management. We want to see how your skills align with our needs!
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. Share specific examples of your work with data models and client relationships, and don’t forget to show your enthusiasm for joining our team at StudySmarter.
Showcase Your Analytical Skills:In your application, be sure to highlight your analytical prowess. Discuss any tools or methodologies you’ve used to produce high-quality analysis artefacts, like data definitions or logical data models. We love seeing how you approach problem-solving!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re keen to join our community!
How to prepare for a job interview at IC8
✨Know Your Data Inside Out
Make sure you brush up on your understanding of data governance and client data modelling. Be ready to discuss how you’ve previously handled complex data relationships and what tools you've used, especially in Salesforce or similar platforms.
✨Showcase Your Analytical Skills
Prepare to present examples of high-quality analysis artefacts you've produced. Whether it's data definitions or logical data models, be ready to explain your thought process and how it contributed to successful outcomes in past projects.
✨Understand the Asset Management Landscape
Familiarise yourself with the operating models in asset management, particularly around institutional and wholesale distribution. Being able to speak knowledgeably about how clients and entities interact will set you apart from other candidates.
✨Engage with Stakeholders
Think about how you can demonstrate your experience working closely with various stakeholders. Prepare to discuss how you’ve defined requirements and established processes in previous roles, as collaboration is key in this position.
