At a Glance
- Tasks: Lead business analysis for exciting financial services and tech projects.
- Company: Join Isio, a fast-growing professional services firm with a dynamic culture.
- Benefits: Hybrid work, career development, and a supportive work-life balance.
- Other info: Opportunities for training and diverse career paths await you.
- Why this job: Make an impact at the intersection of finance and technology.
- Qualifications: 5+ years in business analysis within financial services or FinTech.
The predicted salary is between 54000 - 66000 £ per year.
We are looking for an experienced Senior Business Analyst to join our Wealth team at Isio. This is an exciting opportunity for someone with a strong background in financial services and/or technology who enjoys working at the intersection of business, investment and technology. The successful candidate will have at least 5-10 years' experience working within financial services, FinTech, technology or a related environment, with a strong track record of analysing complex business processes and translating business needs into effective technology solutions.
Responsibilities:
- Lead business analysis activities across complex financial services and technology projects.
- Work with stakeholders to understand business objectives, processes, pain points and opportunities for improvement.
- Translate business needs into clear, structured and actionable requirements.
- Produce high-quality business requirements documents, user stories, process maps, functional specifications and acceptance criteria.
- Facilitate workshops and stakeholder discussions to establish and prioritise requirements.
- Identify dependencies, risks, assumptions and potential impacts across business and technology functions.
- Challenge existing processes and identify opportunities for automation, simplification and operational efficiency.
Requirements:
- 5+ years' experience as a Business Analyst within financial services, FinTech, investment management, wealth management or a related technology environment.
- Experience working with technology and software development teams.
- Excellent stakeholder management and communication skills.
- Ability to understand complex business processes and translate them into practical technology solutions.
- Understanding of investment concepts including: Asset allocation; Funds and securities; Portfolio construction; Rebalancing; Portfolio performance; Trading and transactions; Investment data.
- Proven experience gathering, analysing and documenting complex business requirements.
- Understanding of the full software development lifecycle.
- Experience working in an Agile environment.
- Strong analytical and problem-solving skills.
- Comfortable working independently and managing multiple priorities.
Desirable:
- Experience working for a FinTech, wealth management, investment manager, asset manager or financial technology provider.
- Experience with MPS platforms, portfolio management systems or order/trading systems.
- Understanding of adviser, wealth manager or discretionary investment management workflows.
- Experience working with financial/investment data.
Conditions:
This is a fixed term contract for 12 months, ideally based in our London office with a hybrid workstyle. Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you.
Business analyst in wealth management in London employer: Isio
Isio is an excellent employer that prioritises employee growth and development, offering comprehensive training for those new to the pension fund accounting industry. With a hybrid workstyle and a collaborative culture across multiple UK offices, employees enjoy a supportive environment that fosters meaningful contributions to over 350 client accounts. The company values work-life balance and provides unique opportunities for professional advancement in a dynamic sector.
StudySmarter Expert Advice🤫
We think this is how you could land Business analyst in wealth management in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Isio.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Isio might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Business analyst in wealth management in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Isio will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Isio. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Isio confidence in your short-term commitment to the role.
How to prepare for a job interview at Isio
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Isio.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Isio that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
