At a Glance
- Tasks: Lead business transformation and shape innovative tech solutions in financial services.
- Company: Dynamic asset management firm with a focus on technology delivery.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborate with global teams in a fast-paced, innovative environment.
- Why this job: Make a real impact by driving strategic initiatives and enhancing client engagement.
- Qualifications: Extensive business analysis experience and Salesforce certification required.
The predicted salary is between 51750 - 63250 £ per year.
- Principal Salesforce Business Analyst
- Role Description
- Principal Salesforce Business Analyst
Location
London (Hybrid- 3 days working from onsite-Mandatory)
Client Business Area
- Asset Management Platform
- Immediate start
- Permanent/ Contract inside IR35/ Fixed term contract
Applicants legally authorized to work in the United Kingdom without the need for visa sponsorship preferred
We are seeking an experienced Business Analyst with a strong background in technology delivery within Financial Services.
This role will partner with senior stakeholders to drive business transformation, shape innovative client technology solutions, and support strategic initiatives across client engagement platforms.
Key Responsibilities
- Partner with Product Leads and senior business stakeholders across multiple business domains.
- Lead requirements gathering, business process analysis, and solution design for complex technology initiatives.
- Translate ambiguous business challenges into clear, actionable outcomes and delivery roadmaps.
- Drive proof-of-concept and proof-of-value initiatives to support business cases and investment decisions.
- Support Salesforce and data integration programmes, enabling seamless customer journeys and enhanced business insight.
- Identify and leverage AI-enabled opportunities to improve productivity, decision‑making, and client engagement.
- Produce high‑quality business requirements, process models, gap analyses, and functional specifications.
- Key Requirements
- Extensive Business Analysis experience within large Financial Services organisations.
- Strong stakeholder management and communication skills with the ability to influence at all levels.
- Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation.
- Salesforce experience with Salesforce Certified Platform Administrator certification.
- Strong understanding of Agile, Waterfall, and hybrid delivery methodologies.
- Experience supporting business, technology, data, and operating model transformation initiatives.
- Proficiency with process mapping and technical diagramming tools.
- Experience working with global teams and stakeholders across multiple locations and time zones.
Desirable
- Salesforce Business Analyst, Sales Cloud Consultant, or related certifications.
- Experience within Asset Management, Wealth Management, or broader Financial Services.
- Exposure to AI-enabled solutions and customer engagement platforms.
Skills
Process Documentation, Business Analysis, Salesforce, Requirements Gathering, Solutioning, REST
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Principal Salesforce Business Analyst (Lead II - Business Analysis) in London employer: UST
As a Salesforce Delivery Lead in London, you will join a dynamic and innovative team within the Financial Services sector, where your expertise will drive impactful technology initiatives. Our hybrid work culture promotes flexibility while fostering collaboration, and we are committed to your professional growth through continuous learning opportunities and mentorship. With a focus on Agile practices and high-performance teams, we offer a rewarding environment that values your contributions and encourages meaningful engagement with stakeholders.
StudySmarter Expert Advice🤫
We think this is how you could land Principal Salesforce Business Analyst (Lead II - Business Analysis) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UST. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Principal Salesforce Business Analyst (Lead II - Business Analysis) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UST.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UST's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UST
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UST.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UST will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UST employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
