At a Glance
- Tasks: Lead complex analysis and drive technology change in a dynamic financial services environment.
- Company: Join Schroders, a global investment manager with over 200 years of history.
- Benefits: Collaborative culture, diverse team, and opportunities for professional growth.
- Other info: Inclusive workplace that values diversity and fosters a supportive environment.
- Why this job: Make a real impact by shaping innovative solutions in client engagement and technology.
- Qualifications: Experience in technology delivery, strong analytical skills, and Salesforce certification required.
Who we’re looking for
We are seeking an experienced Business Analyst with a proven track record of driving successful technology design and delivery. The ideal candidate should have high standards, an eye for detail, a continuous improvement mindset, and a strong analytical toolkit. A deep understanding of the financial services industry is essential. The candidate should be able to influence senior stakeholders, deliver business value, and demonstrate a passion for innovation. They should be comfortable working in a pre-programme mobilisation environment as well as supporting analysis on in flight delivery programmes through to production
About Schroders
We’re a global investment manager, helping institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
With around 5,000 people on six continents and over 200 years of history, we continuously adapt to societal and technological changes while maintaining our commitment to helping our clients and society prosper.
Technology at Schroders
There's a huge amount of change happening at Schroders. Technology is shaping our business more and more, creating numerous opportunities. As a significant financial player, we can put substantial backing behind good ideas. While we have enormous responsibilities to our clients and shareholders, our tech teams are friendlier and more informal than you might expect.
The team
The Asset Management Platforms department at Schroders is a global technology change delivery function that oversees and executes all technology delivery within the organization. The Client Engagement team sits within Client Technology and is responsible all platforms associated with the provision of client relationship management with a strong emphasis on Salesforce. The core team is responsible for understanding business needs, solving complex problems, mobilizing and delivering large change programs, and maintaining the integrity of the Salesforce platform and associated capabilities
What you’ll do
- Partner with the Product Lead and senior business stakeholders across Client Engagement, collaborating with multiple domains spanning both our Public and Private businesses.
- Lead analysis across complex change and early-stage (pre-project) initiatives—translating ambiguous problems into clear, actionable outcomes.
- Shape and validate end-to-end business requirements, ensuring they are understood, prioritised, and delivered through to successful adoption and measurable value.
- Drive proof-of-value and proof-of-concept work to rapidly test ideas, de-risk delivery, and build compelling cases for investment.
- Support data integration initiatives, helping connect Salesforce with upstream and downstream platforms to enable joined-up client journeys and high-quality insight.
- Harness emerging AI capabilities to enhance productivity, decision-making, and client engagement—identifying practical use cases and guiding them from concept to implementation.
The knowledge, experience and qualifications you need
- Extensive experience in technology change delivery within a large global finance services organisation.
- Exceptional stakeholder management and communication skills, with the ability to influence at all levels.
- Strong analytical skills such as business process modelling, requirements gathering, technical diagramming, and workshop facilitation.
- A background in Salesforce with Salesforce Certified Platform Administrator certification as a minimum
- Other associated certifications such as Certified Business Analyst, Certified Sales Cloud Consultant as optional
- Ability to take a holistic view to determine the target state proposal. The outcome will often include changes to the Business Operating Model and Data architecture alongside the Technology Platform.
- Proficient in using technical diagramming and white boarding tools.
- Good eye for detail, hands on experience of producing technical specifications and gap analysis outputs Strong written and verbal presentation skills.
- Broad experience of business analysis across a number of different capabilities, system and teams; number of different (positive) experiences is valued higher than length of experience.
- Strong knowledge and experience of end to end SDLC process (Agile, Waterfall, hybrid etc).
- Experience of working with global colleagues and stakeholders and sensitivity to cultural differences, times zones etc.
What you’ll be like
The ideal candidate for the Principal Business Analyst role will be a dynamic and collaborative leader, able to influence and foster a business value outcomes-driven mindset. They will be comfortable leading complex analysis, using their initiative to break down challenges and self-organize. Comfortable engaging with senior stakeholders, this individual will demonstrate strong interpersonal skills and the ability to build rapport, facilitating constructive discussions around technology initiatives. Their innovative approach will drive the exploration of cutting-edge solutions and methodologies, ultimately enhancing project outcomes.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, allows us to make better decisions and better achieve our purpose. This is why inclusion and diversity are strategic priorities for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Principal Salesforce Business Analyst (6 month Temp/Contract) in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Principal Salesforce Business Analyst (6 month Temp/Contract) in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Schroders.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Schroders might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Principal Salesforce Business Analyst (6 month Temp/Contract) in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Schroders will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Schroders. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Schroders confidence in your short-term commitment to the role.
How to prepare for a job interview at Schroders
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Schroders.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Schroders that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
