At a Glance
- Tasks: Support complex client onboarding and enhance reporting in a new cloud-based collateral platform.
- Company: Join Vantage Point Global, a diverse and inclusive employer in the finance sector.
- Benefits: Hybrid work model, competitive pay, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on innovation and efficiency.
- Why this job: Make a real impact on client experiences while working with cutting-edge technology.
- Qualifications: 3+ years in business analysis, strong collateral management knowledge, and excellent client engagement skills.
The predicted salary is between 55000 - 65000 £ per year.
Location: London (Hybrid)
Start: ASAP
Duration: 6 months (min)
Role Overview
We are seeking a Collateral Business Analyst to support the final phase of a multi-year collateral platform replacement programme. With standard client migrations already delivered, the focus now shifts to onboarding complex clients and supporting advanced collateral services. This role will play a critical part in report configuration, rationalisation, client engagement, and testing, ensuring solutions delivered from the new cloud-based platform meet client needs while driving standardisation and efficiency.
Key Responsibilities
- Reporting & Data Rationalisation (Core Focus)
- Gather and document client reporting requirements across collateral workflows.
- Design and configure reports from the new cloud-based collateral platform to replicate and enhance existing Colline capabilities.
- Drive report standardisation and rationalisation, challenging legacy client-specific formats and promoting scalable, reusable reporting solutions.
- Analyse report usage and data requirements to reduce duplication while maintaining client outcomes.
- Work with technology teams to translate reporting requirements into functional specifications.
- Business Analysis & Client Engagement
- Engage directly with clients to gather, validate, and refine requirements across reporting, workflows, and migration activities.
- Act as a bridge between clients, operations, and technology, translating business needs into clear requirements.
- Support migration planning for complex clients, ensuring alignment with new platform capabilities.
- Provide SME input on collateral use cases including advanced scenarios (e.g., rehypothecation, optimisation).
- Testing & Defect Management
- Define and execute test cases for reporting and collateral workflows.
- Perform detailed validation of outputs, identifying discrepancies and exceptions.
- Manage defect lifecycle—working with technology teams and clients to resolve issues efficiently.
- Support User Acceptance Testing (UAT) cycles across client migrations.
- Collateral Workflow Expertise
- Apply strong understanding of end-to-end collateral processes, including:
- Margin calculation and calls (VM & IM)
- Collateral settlement and dispute management
- Rehypothecation flows
- Collateral optimisation strategies
- Ensure reporting outputs accurately reflect complex collateral scenarios.
- Migration & Change Support
- Support onboarding of complex clients and services into the new platform.
- Assist with migration planning, execution, and post-go-live validation.
- Identify risks and propose mitigations related to data, reporting, and workflows.
Required Skills & Experience
- Collateral & Domain Expertise
- Strong understanding of end-to-end collateral management workflows, including complex use cases (rehypothecation, optimisation).
- Experience working in collateral operations, margining, or related functions.
- Familiarity with reporting outputs and data structures in collateral platforms.
- Business Analysis Skills
- ~3+ years of Business Analysis experience (or equivalent), ideally within collateral or capital markets.
- Proven ability to:
- Gather and document requirements (especially reporting-focused)
- Challenge and rationalise business needs
- Translate requirements into functional specifications
- Systems & Technical Skills
- Experience with collateral platforms such as:
- CloudMargin (preferred)
- Colline (highly desirable)
- Strong data analysis skills (Excel essential; SQL beneficial).
- Understanding of cloud-based reporting environments is advantageous.
- Client & Stakeholder Management
- Strong client-facing experience with the ability to:
- Understand client requirements and business drivers
- Challenge and influence stakeholders constructively
- Communicate complex concepts clearly to both business and IT audiences
- Testing & Delivery
- Experience supporting UAT and defect resolution cycles.
- Strong attention to detail with a structured approach to validation and issue tracking.
Key Performance Indicators (KPIs)
- Reporting & Rationalisation
- Reduction in number of bespoke client reports vs standardised reports
- % of reporting requirements delivered using scalable standard templates
- Accuracy and completeness of configured reports (low defect rate)
- Delivery & Quality
- Timely delivery of requirements, testing, and migration milestones
- UAT defect leakage rate and resolution turnaround time
- Quality of documentation (minimal rework required by technology teams)
- Client Outcomes
- Client satisfaction scores during migration and onboarding
- Successful adoption of standardised reporting solutions
- Reduction in client-reported issues post-migration
- Operational Efficiency
- Reduction in duplicate or redundant reporting outputs
- Improvement in report generation efficiency and turnaround times
- Identification and implementation of process improvements
- Risk & Control
- Accuracy of collateral reporting for complex use cases
- Reduction in reporting-related exceptions during testing and production
- Compliance with internal data and control standards
Ideal Candidate Profile
- Strong mix of collateral domain expertise + BA skillset + client-facing ability
- Comfortable challenging clients constructively to drive standardisation
- Experienced working on large-scale transformation or migration programmes
- Hands-on, detail-oriented, and able to operate in a fast-paced delivery environment
Vantage Point Global is fully committed to being an Equal Opportunities, inclusive employer. We are passionate about attracting diverse talent, and welcome applications regardless of ethnicity, culture, age, gender, nationality, religion, disability, or sexual orientation.
Collateral Business Analyst (Platform Migration & Reporting Focus) employer: Vantage Point Global
Vantage Point Global is an exceptional employer, offering a dynamic work environment in London that fosters collaboration and innovation. With a strong commitment to employee growth, we provide opportunities for professional development and skill enhancement, particularly in the fast-evolving field of collateral management. Our inclusive culture values diverse perspectives, ensuring that every team member can contribute meaningfully while enjoying the benefits of hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Collateral Business Analyst (Platform Migration & Reporting Focus)
✨Tip Number 1
Network like a pro! Reach out to your connections in the collateral management space and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your collateral workflows and reporting skills. Be ready to discuss how you've tackled complex client migrations in the past, as this will show you’re the right fit for the job.
✨Tip Number 3
Don’t forget to showcase your client engagement skills! During interviews, share examples of how you’ve successfully gathered and refined requirements from clients. This will highlight your ability to bridge the gap between business needs and technical solutions.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our exciting projects.
We think you need these skills to ace Collateral Business Analyst (Platform Migration & Reporting Focus)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Collateral Business Analyst. Highlight your experience with collateral management workflows and any relevant reporting skills. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to client engagement and report configuration, and don’t forget to show your enthusiasm for joining us at StudySmarter.
Showcase Your Analytical Skills:Since this role focuses heavily on reporting and data rationalisation, make sure to highlight your analytical skills. Share examples of how you've gathered and documented requirements in the past, especially in relation to reporting outputs.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Vantage Point Global
✨Know Your Collateral Inside Out
Make sure you brush up on your understanding of collateral management workflows, especially complex use cases like rehypothecation and optimisation. Being able to discuss these topics confidently will show that you’re not just familiar with the basics but can also handle the intricacies of the role.
✨Prepare for Client Engagement Scenarios
Since this role involves direct client interaction, think about how you would gather and validate requirements from clients. Prepare examples of how you've successfully engaged with clients in the past, and be ready to discuss how you would translate their needs into actionable specifications.
✨Showcase Your Reporting Skills
Given the focus on reporting and data rationalisation, come prepared with examples of reports you've designed or configured in previous roles. Highlight your experience with tools like Excel and any familiarity with SQL, as well as your approach to standardising reporting outputs.
✨Demonstrate Your Testing Expertise
Be ready to talk about your experience with User Acceptance Testing (UAT) and defect management. Share specific instances where you defined test cases, validated outputs, and resolved discrepancies. This will illustrate your attention to detail and structured approach to quality assurance.
