At a Glance
- Tasks: Capture requirements and support system implementations in wealth and asset management.
- Company: Leading global business and technology consultancy with a collaborative culture.
- Benefits: Hybrid work, strong career growth, and exposure to cutting-edge platforms.
- Other info: Dynamic environment with opportunities to specialise in transformation projects.
- Why this job: Join high-impact transformation programmes and make a difference in investment management.
- Qualifications: Experience as a Business Analyst in wealth and asset management is essential.
The predicted salary is between 60000 - 80000 £ per year.
I’m currently partnering with a leading global business & technology consultancy to hire an experienced Business Analyst with a strong background in wealth and asset management and platform / system implementation.
This is an exciting opportunity to work on large-scale transformation programmes within the investment management space, supporting the delivery of critical technology and operating model change.
As a Business Analyst, you’ll play a key role in delivering complex platform and system implementations for leading wealth and asset management clients. You’ll work closely with stakeholders across front, middle, and back office functions to define requirements and ensure successful delivery of technology-driven change.
Key Responsibilities
- Partner with business stakeholders to capture and define detailed requirements across wealth and asset management domains
- Support end-to-end platform / system implementations, including vendor solutions and in-house builds
- Conduct current vs. target state analysis, identifying gaps and opportunities for improvement
- Translate business requirements into functional specifications for technology teams
- Facilitate workshops, stakeholder interviews, and requirements validation sessions
- Work closely with delivery teams across the full lifecycle, including UAT, migration, and go-live support
- Ensure alignment between business needs and technology solutions across complex programmes
What We’re Looking For
- Proven experience as a Business Analyst within wealth and asset management (essential)
- Strong track record delivering platform or system implementation projects (e.g. portfolio management systems, OMS, PMS, IBOR/ABOR platforms, or digital wealth platforms)
- Strong experience with platforms such as Aladdin and Charles River
- Deep understanding of investment management processes (e.g. trade lifecycle, portfolio management, client reporting, onboarding)
- Strong skills in requirements gathering, process mapping, and stakeholder management
- Experience working in Agile, Scrum, or hybrid delivery environments
- Ability to communicate effectively with both business and technical stakeholders
- Work on high-impact transformation programmes with leading investment and wealth management firms
- Gain exposure to cutting-edge platforms and technologies
- Collaborative consulting environment with strong career growth opportunities
- Opportunity to specialise within wealth and asset management transformation
If you feel that this role suits you, please apply directly or email me at carolina@tarkatalent.co.uk!
Business Analyst employer: Tarka Talent
Join a leading digital transformation consultancy that prioritises creativity, inclusivity, and impactful work. With competitive salaries and fast progression routes, you'll have the opportunity to influence services used nationwide while collaborating with multidisciplinary teams in vibrant locations like London, Newcastle, Glasgow, and Manchester. This is not just a job; it's a chance to contribute to meaningful digital outcomes in both public and private sectors, all within a supportive environment that champions employee growth and accessibility.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst
✨Tip Number 1
Network like a pro! Reach out to connections in the wealth and asset management space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of platforms like Aladdin and Charles River. Be ready to discuss your experience with system implementations and how you’ve tackled challenges in previous roles. Show them you’re the perfect fit!
✨Tip Number 3
Practice your stakeholder management skills! Think of examples where you’ve successfully gathered requirements or facilitated workshops. Being able to communicate effectively with both business and technical teams is key in this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Business Analyst role!
We think you need these skills to ace Business Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Analyst role in wealth and asset management. Highlight your relevant experience with platform implementations and any specific tools like Aladdin or Charles River that you've worked with.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use examples from your past roles to show how you’ve successfully gathered requirements, facilitated workshops, or managed stakeholders. This will help us see your impact in previous positions.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Be sure to mention your experience with technology-driven change in investment management.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to attach all your documents in one go. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Tarka Talent
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth and asset management. Familiarise yourself with key platforms like Aladdin and Charles River, and be ready to discuss how you've successfully delivered platform implementations in the past.
✨Showcase Your Skills
Prepare specific examples that highlight your experience in requirements gathering and stakeholder management. Think about times when you facilitated workshops or conducted interviews, and be ready to share how you translated business needs into functional specifications.
✨Understand the Role
Dive deep into the job description and understand the key responsibilities. Be prepared to discuss how you would approach current vs. target state analysis and identify gaps in processes. This shows you’re not just interested in the role but also proactive about how you can contribute.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. You’ll need to communicate effectively with both business and technical stakeholders, so being able to explain complex concepts in simple terms will set you apart during the interview.
