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What is Equisoft?
Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption. Our business-driven approach, deep industry knowledge, innovative technology, and expert teams help our partners solve their biggest, most complex problems.
With a diverse and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.
Why Choose Equisoft?
With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulating environment. If that’s not enough, then check out these other perks below:
- Hiring Location: UK (Bath office)
- Position Type: Hybrid, 2 days at the office (Wed and Thurs) and 3 days remote
- Internal Job Title: Business Analyst
- Role Type: Full-time permanent
- Salary: Up to £55,000
- Benefits Day 1: Private medical insurance, life insurance, pension matched contribution, etc.
- Number of Hours per Week: 37.5
Role
The Business Analyst reports to the Project Operations Director and works closely with the Product Managers, Development, Support, and Infrastructure teams. The Business Analyst will gather business requirements, create documentation, and ensure the solution aligns with client expectations and project goals. The role will include supporting project management activities ensuring timely delivery, conducting quality assurance on configurations, and following up with subsequent queries.
Working closely with the Product Management team, the Business Analyst will translate business requirements into functional scope for the development teams and provide ongoing support during the software development lifecycle while ensuring any client impacts are captured. You will help build, extend, and maintain our range of products including Equisoft /transfer, /pay, /trade, and Pension Fusion. These are industry-leading SaaS products used by numerous UK investment and pension companies to transfer portfolios of assets, invest in pensions, handle pension payroll, and pension tax reporting. Our latest product in development, Pension Fusion, is the leading solution to provide pension data to the government’s pension dashboard initiative. This will give individuals one dashboard to see all their pensions.
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Your Week with Equisoft
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Client Implementations
- Support product managers in working with clients to elicit requirements for tailored configurations of the product.
- Create requirements/project documentation and implementation estimates.
- Produce custom integration documentation and example code to enable clients to integrate the product with their systems.
- Produce SQL scripts for implementation of requirements.
- Support clients throughout their onboarding as they adopt and integrate our products.
- Client training on their customized configuration.
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Project Management
- Work closely with the project manager to ensure timely delivery, regular communications to the client, and updates to project status.
Product Requirements
- Gather, analyze, and document business requirements into functional requirements/user stories using Atlassian products.
- Collaborate with development teams to ensure features meet technical requirements.
- Complete impact analysis of new features under development.
- Support the development team during the sprint (answer questions, participate in demos, review test cases, etc.).
- Participate in project planning, stand-ups, and status meetings to ensure milestones are met.
- Help monitor project risks, issues, and dependencies, escalating concerns as needed.
- Maintain product documentation including client-facing quick reference guides.
- Provide ongoing support to clients for queries and additional project requirements.
- Be a point of escalation for queries from our support team.
- Keep abreast of changes in industry.
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Requirements
- 4-5 years industry experience as a Business Analyst, Product Owner, or Product Specialist.
- Inquisitive, likes to try stuff out, problem solver with a technical mind.
- Strong business analysis skills.
- Experience of requirements gathering and documentation.
- Strong knowledge of SQL & XML.
- Ability to articulate complex scenarios to clients and colleagues effectively - written and verbally.
- Thorough, with keen attention to detail.
- Experience of working closely with development & test teams, understanding of SDLC.
- Knowledge of the financial services industry, particularly in platforms, investments, wealth management, pension administration, and fund administration.
- Ability to manage multiple assignments and priorities in a fast-paced environment.
- Team spirit, tact, diplomacy, and autonomy.
- Strong sense of organization and prioritization.
Nice to Haves
- Experience of investment transfers or pension payroll – technical or operational.
- Understanding of data modelling techniques.
- Software engineering/coding experience.
- SSRS/SSIS experience.
If you don't meet all the requirements, we still want to hear from you! Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
Thanks for your interest in working on our team! Continued success depends on it! Once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process, and new postings that might interest you!
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