At a Glance
- Tasks: Analyse and transform data for client reporting, ensuring high-quality delivery.
- Company: Leading investment management firm with a focus on innovation.
- Benefits: Hybrid work model, competitive pay, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on delivering cutting-edge reporting solutions.
- Why this job: Join a high-profile transformation programme and make a real impact in investment management.
- Qualifications: Experience in asset management, strong data analysis, and stakeholder management skills.
The predicted salary is between 45000 - 55000 £ per year.
Data Business Analyst – Investment Management - Contract - Hybrid My client, a leading investment management firm, is looking to hire a contract Business Analyst to support a strategic Client Reporting transformation programme.
This role will focus on the migration of client reporting datasets to Kurtosys, supporting the delivery of factsheets, QIRs and MIRs.
Working within a cross-functional delivery squad, you'll play a key role in data analysis, requirements gathering, solution design and end-to-end delivery across the full software development lifecycle.
This is an excellent opportunity for an experienced Business Analyst with strong investment management and data delivery experience to join a high-profile change programme.
- What is expected of the
- Data
- Business
Analyst: Analyse, source, model and transform data required for client reporting outputs, including factsheets, QIRs and MIRs.
Capture and document business requirements, working closely with business and technology stakeholders.
Support solution design and help define the target operating model.
Work collaboratively with developers, project managers and vendor teams throughout the delivery lifecycle.
Support UAT, parallel runs, defect resolution and post go-live hypercare.
Ensure high-quality data delivery to support the migration to Kurtosys.
Essential skills required by the
- Data
- Business
Analyst: Proven Business Analyst experience within Asset Management or Investment Management.
Strong data analysis, data sourcing, data modelling and data transformation experience.
Experience working across the full SDLC, including requirements gathering, UAT and implementation.
Excellent stakeholder management and communication skills.
Experience delivering client reporting, reporting data or data migration projects.
A structured, analytical approach with strong problem-solving skills.
Desirable: Experience with Kurtosys or other client reporting platforms.
Knowledge of retail disclosures, CCI or similar regulatory reporting requirements.
This is an exciting opportunity to join a leading investment manager on a high-profile client reporting transformation programme, playing a key role in the successful delivery of a new reporting platform.
Data Business Analyst employer: Morson Edge (Financial Services)
As a leading investment management firm, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. With a strong focus on professional development, we offer numerous growth opportunities and support for continuous learning, ensuring that our team members are well-equipped to excel in their roles. Located in a dynamic environment, our hybrid work model promotes flexibility while allowing you to contribute to high-impact projects that shape the future of client reporting.
Contact Details:
Morson Edge (Financial Services) Recruitment Team
