Business Analyst - Client Group

The Value of Active Minds

About Jupiter

Jupiter is one of the UK's leading investment management companies with just under 500 employees and £47.1 billion worth of assets under management (as at 30th June 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC. The majority of our employees are based in our London office located just minutes from Victoria station which provides stair‑free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor‑to‑ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on‑site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office‑based meetings. We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

You will join the Technology team as a Business Analyst supporting the Client Group / Distribution function. You will lead change initiatives that enhance client reporting, marketing automation, distribution analytics, and client engagement platforms. You will act as the primary liaison between business stakeholders and technology delivery teams, shaping requirements, defining solutions, and ensuring successful project outcomes. NB this is a permanent role.

Key Responsibilities

• Elicit requirements using appropriate methods including interviews, document analysis, requirements workshops, business process and workflow analysis.
• Work closely with business stakeholders to define project requirements and scope.
• Work closely with the Project Manager (or work in a BA/PM capacity where a Project Manager is not allocated to the team) to communicate project progress, estimates, and updates to stakeholders and senior management, including creating documentation and presentations as needed.
• Support the project with analysis, testing, organisational and project‑administration skills as required.
• Work closely with cross‑functional teams to ensure successful project delivery using Agile methodologies.
• Utilise SQL and relevant tools (PowerBI / Python) to gather, analyse, manipulate and document data - be able to translate this into technical specifications for data engineers to implement.
• Ensure all requirements, process flows, and solution designs are clearly documented to agreed standards, maintaining traceability throughout the delivery lifecycle.
• Adhere to and promote data governance standards, ensuring data definitions, lineage, and quality considerations are incorporated into project deliverables.
• Produce high‑quality documentation including business requirements, data dictionaries, source‑to‑target mappings, process flows, and user guides, ensuring consistent standards across Tech solutions.
• Engage with the wider Business Analysis team for knowledge sharing and guidance.
• Set the direction and use standards and tools (such as Azure DevOps, MS Loop, LucidCharts, MS Teams etc.) for successful project delivery.
• Stay current with industry trends, tools, and emerging technologies, particularly relevant for your area of work.
• Proactively identify and implement improvements across organisational processes.

Desired Skills / Experience

• Experience of delivering both business and technically focused Business Analysis services for change initiatives that require engagement with multiple teams and/or external organisations.
• Strong communication and interpersonal skills to engage with audiences of varying levels of business and technical understanding and seniority.
• Strong understanding of asset management functions and knowledge of financial data.
• Solid technical skills with SQL and Excel; Experience of Python is a plus.
• Experience of working as part of an Agile Tech Delivery team.
• Demonstrate a good understanding of ABOR/IBOR data.
• Experience of working with Performance and Attribution data sets.
• Experience of working with FactSet and MorningStar Unity datasets.
• Experience of delivering solutions for regulatory disclosure (e.g., factsheets, KIIDs/PRIIPs, SFDR reporting).
• Experience of integrating / onboarding solutions for automation of Client Reports, including Investment Reports, Segregated Reporting, Factsheets; Marketing content and presentations.

Additional Role Details

This role is subject to the Conduct Rules set by the FCA.

Don't meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace so if you are interested in this role, but don't think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.