At a Glance
- Tasks: Transform business needs into clear outcomes and scalable internal products.
- Company: Join Phi Partners, a leading capital markets consultancy with a global reach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborate with senior leaders and engineers in a fast-paced, innovative setting.
- Why this job: Make a real impact by connecting business demands with technical delivery.
- Qualifications: Experience in product ownership or business analysis, especially in data-rich environments.
The predicted salary is between 51750 - 63250 £ per year.
- Business Analyst - phi. ai & Internal Operations (Hatfield)
- About Phi Partners
Established more than 20 years ago, Phi Partners is a capital markets consultancy specialising in front office, pricing and risk.
We have specialist lines of business covering quantitative services, front office and risk technology, enterprise trading solutions (for Summit, Sophis, Murex, Regnology and Moody's Analytics) and public cloud.
We work with more than 80 investment banks, asset managers and hedge funds, supporting them whether they choose to buy or to build their solutions.
Phi is headquartered in London with a global delivery capability and operational hubs across Europe, the Middle East, Asia and North America.
Most of our delivery consultants are employed from one of our seven nearshore centres-of-excellence.
About the Practice
Phi is investing in the ownership needed to connect senior business stakeholders with engineering - turning operational needs into clear priorities, validated requirements and scalable internal products that support a growing business.
This role sits within Internal Operations / phi. ai Ops.
The purpose is to create clarity between business demand and technical delivery: understand the problem, reconcile definitions, align stakeholders, test options and make the roadmap explicit before work enters engineering delivery.
The role owns the roadmap for internal operational workflows across sales, recruitment, statements of work, engagements, approvals, pricing and reporting.
These workflows currently run largely through Salesforce, but the role defines requirements independently of platform and helps shape the future
solution.
About the Role and Responsibilities
With a regular on-site presence in Phi's office in Hatfield, the Business Analyst will work directly with the CEO, Sales and relevant operational owners, in partnership with the phi. ai Ops Engineering Lead and engineering team, to provide the ownership that turns operational needs into validated, prioritised and scalable internal products.
Main responsibilities will include
- Lead discovery: run regular discovery with executive leadership, Sales and operational owners; look beyond the initial request to clarify the decision, problem or outcome that matters.
- Understand the operating system: map current and target workflows - including those currently managed in Salesforce - together with systems of record, data definitions, manual handoffs, business rules, controls and cross-system dependencies.
- Define the product: turn business needs into clear outcomes, user journeys, requirements, acceptance criteria and UAT scenarios, including the analysis needed to define approval workflows.
- Prototype to learn: use Claude or comparable AI tools to create rapid interface and workflow prototypes, gather user feedback and improve the definition before the engineering team commits to a build.
- Own priorities and expectations: maintain an evidence-led roadmap and backlog, making value, urgency, dependencies, capacity, trade-offs and the impact on other priorities visible.
- Partner through delivery: work with the phi. ai Ops Engineering Lead and engineers to resolve business ambiguity, support UAT and adoption, and keep operational ownership explicit.
- Initial objectives
- Establish a stakeholder map and a recurring discovery, playback and decision cadence.
- Create a priority view of systems, workflows, gaps, dependencies and process-improvement opportunities.
- Produce validated prototypes and an evidence-led backlog with outcomes, acceptance criteria and owners
visible. - Key Skills
To be successful in the role, the ideal candidate will bring
- Product ownership, product management or business analysis experience across internal systems, data rich products or operational change.
- Experience owning requirements and product change in Salesforce or a comparable enterprise CRM environment, including data models, workflows, integrations, reporting dependencies and UAT (Salesforce administration or development skills are not required).
- Credibility with senior commercial and operational stakeholders, including the ability to manage changing or conflicting expectations.
- Very strong analytical skills and the ability to understand a complex workflow quickly.
- Systems thinking across users, processes, data, controls, dependencies and downstream impacts.
- Strong discipline in roadmap management, prioritisation, requirements, acceptance criteria and UAT.
- Good UX judgment and a willingness to use Claude or similar AI tools for analysis and rapid prototyping
(coding skills are not required). - Salesforce administration or configuration.
- Reporting/BI.
- Recruitment or ATS workflows.
- Pricing or approvals.
- Professional-services operations.
- Capital markets.
- How the role fits
Business owners retain accountability for domain truth, operating outcomes and final business acceptance.
The Business Analyst owns discovery, analysis, product definition, the roadmap and stakeholder alignment.
The phi. ai Ops Engineering Lead and engineering team own the architecture, technical delivery, production operation and support.
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Business Analyst – phi.ai & Internal Operations (Hatfield) employer: Phi Partners
At Phi Partners, we pride ourselves on fostering a collaborative and innovative work culture in Hatfield, where every team member's input is valued. As a Product Owner, you'll have the opportunity to shape impactful workflows while benefiting from continuous professional development and a supportive environment that encourages growth. Join us to be part of a forward-thinking team dedicated to leveraging AI-driven solutions for operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst – phi.ai & Internal Operations (Hatfield)
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We think you need these skills to ace Business Analyst – phi.ai & Internal Operations (Hatfield)
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Phi Partners, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Phi Partners
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Phi Partners’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
