At a Glance
- Tasks: Lead business analysis in a dynamic investment management environment and mentor junior analysts.
- Company: Join St. James's Place, an inclusive employer committed to diversity.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Opportunity to work with senior collaborators and drive successful project implementations.
- Why this job: Make a real impact in investment management while growing your career.
- Qualifications: Proven experience in investment management and strong analytical skills.
The predicted salary is between 63000 - 77000 £ per year.
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
About the role:
As a Senior Investment Management Business Analyst at St. James's Place, you will provide business analysis within a complex, multi-faceted business environment. You will act as an adviser, bringing to bear your industry experience to operate effectively in a fast paced business change environment. This is an outstanding opportunity to develop our practice and evolve over time, ensuring our business analysis function remains world class!
What you'll be doing:
- Developing the suitable artefacts demanded by the project, programme, or value stream
- Communicating and reporting effectively within the programme, project, or value stream and to the wider business analysis practice
- Demonstrating the accurate behaviours and acting as a role model for the BA practice
- Providing mentorship to support the growth and development of our Business Analysis Practice, including guidance, mentoring, and sharing standard methodologies
- Managing the activities of other BAs within the programme, value stream, or project, while ensuring the quality of their work
- Working effectively with the senior project team and collaborators, conducting investigations, planning, and being instrumental in the success of the project
- Managing relationships with collaborators across different levels of seniority, ensuring perspectives are recognized, analysed, and agreement is reached
About you:
You are a highly experienced Investment Management Business Analyst with a proven track record in delivering complex business and technology changes within investment management environments. You excel at understanding business needs and managing collaborator relationships, and you're passionate about mentoring and coaching less experienced BAs. Your expertise will help build our practice and drive successful implementations.
Essential Criteria:
- Solid experience supporting fund launches, closures, mergers, and restructures
- Deep understanding of collectives, unit trusts, Open Ended Investment Company, and discretionary investment products
- Strong understanding of the investment operating model and key market participants such as Fund Managers, Custodians, Fund Administrators, Transfer Agents, Brokers, Platforms, and Market Data Providers
- Knowledge of the end-to-end investment lifecycle including order generation, trade execution, allocation, settlement, reconciliation, valuation, and corporate actions
- Business Analysis experience within Wealth Management, Asset Management, or Investment Management
- Demonstrated success in managing complex business and technology transformations within investment management settings
- Experience facilitating workshops with senior collaborators including Heads of Investments, Fund Operations, Product, and Regulatory teams
Desirable Criteria:
- Experience delivering change across Fund Administration, Investment Data and Reporting solutions, Investment Platforms, and Portfolio Management Systems
Senior Investment Management Business Analyst employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Management Business Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like St. James's Place, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like St. James's Place.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like St. James's Place.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including St. James's Place, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Management Business Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like St. James's Place want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to St. James's Place.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at St. James's Place will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to St. James's Place. Numbers speak louder than words!
How to prepare for a job interview at St. James's Place
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like St. James's Place want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withSt. James's Place.
