At a Glance
- Tasks: Lead business analysis for exciting financial services and tech projects.
- Company: Join Isio, a fast-growing advisory firm with a fresh perspective.
- Benefits: Enjoy hybrid work, career development, and a supportive culture.
- Other info: Embrace a diverse workplace that values growth and innovation.
- Why this job: Make an impact in the evolving world of investment management and technology.
- Qualifications: 5+ years in business analysis within financial services or FinTech.
The predicted salary is between 51750 - 63250 £ per year.
Senior Business Analyst - 12 month fixed term contract
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, Fin Tech, technology or a related environment, with a strong track record of analysing complex business processes and translating business needs into effective technology solutions.
An understanding of Model Portfolio Services (MPS), investment management or portfolio management would be highly advantageous.
We are looking for someone with the right analytical mindset, financial services experience and ability to learn quickly.
The successful candidate will have the opportunity to develop their knowledge of MPS and the investment management lifecycle on the job.
This is an exciting time to join as we continue to invest in and develop our technology offering following the acquisition of AI-driven investment manager Collidr.
This is a fixed term contract for 12 months, ideally based in our London office with a hybrid workstyle.
What does the role entail?
- 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.
What we’re looking for?
Essential Experience & Skills
- 5+ years' experience as a Business Analyst within financial services, Fin Tech, 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
- Experience working for a Fin Tech, 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.
- Why Join Isio
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 hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team.
We call it the Isio Attitude.
We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.
Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you.
We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark.
Isio is a place to realise your potential and build a career with impact.
You can find out more about Isio and the benefits we offer on our career's website
Isio - Careers & Benefits.
About Isio
A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.
Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices.
With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.
Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential.
We invest in our services, products and technology, and provide clear, expert solutions for our clients.
This brings clarity, confidence, and better outcomes for everyone.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference.
We uphold the values of respect, fairness, and inclusion in our actions and decisions.
We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you.
Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO. com
Senior Business Analyst 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 Senior Business Analyst
✨Join Business Intelligence Meetups
We can’t stress enough how beneficial it is to attend local Business Intelligence meetups and events. These gatherings often bring together industry professionals and can lead to short-term, temporary roles—perfect if you’re looking to land something quickly. Plus, you’ll get to learn some insider tips and tricks from those already in the game!
✨Leverage Online Freelancing Platforms
Since you’re searching for a temporary gig, check out freelancing platforms like Upwork or Freelancer where businesses often post short-term BI projects. This can be a great way to build your portfolio and gain experience while also showcasing your skills to potential future employers.
✨Show Off Your BI Projects
Whether you’re working on a personal project or a past endeavour, put your work out there! Create a public portfolio that highlights your best Business Intelligence analyses or visualisations. It’ll give you a leg up when you’re approaching companies like Isio, showing exactly what you can bring to the table.
✨Tap Into University or College Networks
If you're currently studying or recently graduated, make sure to use your university's career services. Many educational institutions have partnerships with companies looking for temporary talent in Business Intelligence, so keep an eye out for exclusive job postings or internship fairs that could lead to a quick placement.
We think you need these skills to ace Senior Business Analyst
Some tips for your application 🫡
Show Off Your Data Skills:In business intelligence, it's crucial to highlight your analytical skills and experience with data tools. Make sure your CV showcases any relevant software you’ve used, like SQL, Tableau, or Power BI. Add specific examples of how you've used data to drive insights or improvements in previous roles, even if they were in academic projects or internships.
Keep it Concise and Impactful:For a temporary role like this, hiring managers often have limited time to sift through applications. Get straight to the point in your CV and cover letter. Use bullet points for your achievements, showcasing the impact you've made, like percentage increases in efficiency or specific results from your analyses.
Flexibility is Key:Since this is a temporary position, make sure to emphasise your adaptability. Mention your quick learning abilities and experiences where you adapted to new tools or processes rapidly. This will show that you can jump in and start contributing effectively from day one at Isio.
Craft a Tailored Motivation Statement:In your cover letter, focus on why you’re excited about this temporary role at Isio. Talk about your interest in business intelligence and how this position aligns with your career goals. Remember, it’s not just about what you can offer, but why you’re passionate about becoming part of their team, even for a short time!
How to prepare for a job interview at Isio
✨Brush Up on Your Data Skills
For a business intelligence role, you'll want to showcase your analytical skills and familiarity with data visualisation tools like Tableau or Power BI. Be ready to tackle technical questions or case studies demonstrating your ability to interpret data and make insightful recommendations.
✨Plan Your Portfolio of Projects
Since this is a temporary position, we should highlight any past projects you've worked on in business intelligence. Prepare a portfolio that includes a couple of key pieces where you've effectively utilised data to drive decisions—this will show that you're not just a quick fix but someone who can deliver immediate value.
✨Demonstrate Your Adaptability
Temporary roles often require us to hit the ground running, so be ready to discuss how you quickly adapt to new tools, teams, and environments. Share specific examples from previous experiences where you thrived under pressure or had to learn a new system or process in a short time frame.
✨Have Your Metrics Ready
In business intelligence, quantifying your impact is key. Come prepared to share metrics from your past work: think percentages, growth figures, or efficiency improvements. This will really help us paint a picture of how your contributions directly benefited those previous roles.
