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For Companies At a Glance
- Tasks: Join our Transformation team to analyse and improve business processes using data insights.
- Company: A leading investment firm managing around $60 billion in assets, known for innovation.
- Benefits: Enjoy flexible working options, competitive salary, and opportunities for professional growth.
- Why this job: Be part of impactful projects that shape the future of financial services and enhance your skills.
- Qualifications: 5-7 years in a similar role, strong analytical skills, and experience with CRM systems required.
- Other info: Ideal for those passionate about finance and technology, looking to make a difference.
The predicted salary is between 48000 - 72000 £ per year.
Our client, a highly regarded Investment firm with circa $60Bil of AUM has an exciting new opportunity for a Business/Technical Analyst to join their Transformation team based in London. The role will focus on business critical delivery projects which predominantly relate to Client Relationship Manager (CRM), Execution and Portfolio Management System (IMS) platforms.
Role & Responsibilities:
- Producing User Stories, requirements, process flows, entity relationship models as inputs into both technology delivery, and operating model design work with the business.
- Analysis and integration of information from disparate sources to produce insights as inputs into the transformation roadmap, and individual projects. Sources could include e.g. SQL databases, DealCloud CRM, business stakeholders, business spreadsheets and TO spreadsheet resources. Insights could pertain to e.g. cost-benefit assessments, project prioritisation, technical designs.
- Business analyst support into both BAU and project delivery for DealCloud CRM; Execution system; and eventually portfolio management system.
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
- Experience managing, or playing a key role, in projects which directly changed operational processes or ways of working resulting in strategic business impacts.
- Demonstrable experience leading, or taking a key role in, projects which required in depth discovery, advanced solution design and the definition and management of UAT (user acceptance testing).
Skills Required:
- Approximately 5 – 7 years, or equivalent, of experience working within a similar role in Financial Services, Business Consulting or Finance Technology based organisations.
- The ability to engage and communicate effectively with both internal and external stakeholders of all levels, and coordinate teams of business users and technical staff across multiple locations.
- A curious and analytical approach with the ability to identify areas for process improvements or improving business functionality.
- Prior experience within the Financial Services industry at an Outsourced Chief Investment Office (OCIO), Wealth Management, or Asset Management firm or experience working with Private Equity, Private Debt or Hedge Funds.
- Advanced working knowledge of Microsoft Office.
- A strong academic record, or equivalent experience; a Bachelor’s degree is desirable but not essential.
- Proven experience as a Business Analyst or Technical Analyst with a focus on CRM systems and relational databases.
- Hands-on experience with SQL querying and working with databases such as Snowflake, MySQL, or SQL Server.
- Strong understanding of data models, ETL processes, and database structures.
- Experience in CRM customization, automation, and reporting would be ideal.
- Ability to interpret and visualize data using BI tools (Tableau, Power BI, etc.).
- Excellent communication and stakeholder management skills.
- Strong problem-solving and analytical abilities.
Business Analyst, Change & Transformation | London, UK employer: Meredith Brown Associates
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst, Change & Transformation | London, UK
✨Tip Number 1
Familiarise yourself with the specific CRM and portfolio management systems mentioned in the job description, such as DealCloud. Understanding these platforms will not only help you during interviews but also demonstrate your proactive approach to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in transformation roles. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Brush up on your SQL skills and be prepared to discuss your experience with databases like Snowflake or MySQL. Being able to articulate your technical expertise will set you apart from other candidates.
✨Tip Number 4
Prepare examples of past projects where you played a key role in process improvements or operational changes. Highlighting your hands-on experience will showcase your ability to drive transformation effectively.
We think you need these skills to ace Business Analyst, Change & Transformation | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business analysis, particularly within financial services. Emphasise your skills in CRM systems, SQL databases, and any specific projects that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences where you've successfully managed projects or improved processes, and how these relate to the responsibilities outlined in the job description.
Highlight Technical Skills: Clearly outline your technical skills, especially your experience with SQL querying, data models, and BI tools like Tableau or Power BI. Provide examples of how you've used these skills in past roles to drive transformation.
Showcase Stakeholder Management: Include examples of how you've effectively engaged with stakeholders at various levels. Highlight any experience coordinating teams across multiple locations, as this is crucial for the role.
How to prepare for a job interview at Meredith Brown Associates
✨Understand the Role
Make sure you have a solid grasp of what a Business Analyst in Change & Transformation does. Familiarise yourself with the specific responsibilities mentioned in the job description, such as producing user stories and managing UAT. This will help you tailor your answers to demonstrate your relevant experience.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical abilities, especially in relation to CRM systems and data integration. Be ready to discuss how you've previously identified areas for process improvement or contributed to strategic business impacts through your analysis.
✨Communicate Effectively
Since the role requires engaging with various stakeholders, practice articulating your thoughts clearly and concisely. Use the STAR method (Situation, Task, Action, Result) to structure your responses, ensuring you convey your communication skills effectively.
✨Demonstrate Technical Proficiency
Brush up on your technical knowledge, particularly around SQL querying and database structures. Be prepared to discuss your hands-on experience with tools like Tableau or Power BI, as well as any CRM customisation projects you've worked on.
