At a Glance
- Tasks: Lead complex analysis and drive technology design in a dynamic investment management environment.
- Company: Global investment manager focused on innovative technology solutions.
- Benefits: Competitive salary, professional development, and opportunities for impactful work.
- Other info: Collaborative culture with global colleagues and excellent career growth potential.
- Why this job: Shape the future of client engagement with cutting-edge Salesforce solutions.
- Qualifications: Extensive experience in finance tech delivery and strong analytical skills.
The predicted salary is between 49500 - 60500 £ per year.
Business Area: Asset Management Platform
Location: London
Reporting to: Client Technology Delivery Lead
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 Us
Our client is 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.
The team
The Asset Management Platforms department 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 for 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 whiteboarding 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, systems 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, time 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.
Principal Salesforce Business Analyst - Investment Management - CGT25 employer: Source Technology Limited
Source Technology Limited is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. Employees benefit from a strong culture of professional development, with ample opportunities for growth and learning within the fast-paced financial sector. Join us to be part of a transformative journey that not only enhances your career but also contributes to impactful projects in fund migration.
StudySmarter Expert Advice🤫
We think this is how you could land Principal Salesforce Business Analyst - Investment Management - CGT25
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Source Technology Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Source Technology Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Source Technology Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Principal Salesforce Business Analyst - Investment Management - CGT25
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Source Technology Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Source Technology Limited how you can be a team player!
How to prepare for a job interview at Source Technology Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Source Technology Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Source Technology Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
