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Business Analyst
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Wealth & Asset Management Business Analysts Talent Pool
We are looking to connect with experienced Wealth & Asset Management Business Analysts for our talent pool as we anticipate future project demand across the UK Wealth Management, Asset Management, Investment Platform, Private Banking and broader Financial Services sectors.
This is not an active role. We are proactively building a network of independent consultants and contractors with specialist business-analysis experience across investment management, wealth technology and platform transformation programmes so we can respond quickly as new client projects come to market.
We are particularly interested in professionals who can support investment-platform delivery, operating-model transformation, regulatory change, digital-wealth initiatives and technology-enabled business transformation.
What you may support:
- Gather, analyse and document business, functional and technical requirements.
- Bridge communication between business stakeholders, operations teams and technology delivery teams.
- Support investment-platform implementation, migration and transformation programmes.
- Map and redesign front, middle and back-office business processes.
- Define target operating models and future-state business processes.
- Facilitate workshops, stakeholder interviews and requirements sessions.
- Support systems integration and data-migration initiatives.
- Develop user stories, process maps, business cases and functional specifications.
- Coordinate user acceptance testing and business-readiness activities.
- Support regulatory, compliance and risk-driven change initiatives.
- Help drive automation, workflow optimisation and operational-efficiency programmes.
- Work closely with product, investment, operations, technology and vendor teams throughout project delivery.
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What we are looking for:
Experience as a:
- Business Analyst
- Senior Business Analyst
- Lead Business Analyst
- Functional Consultant
- Product Analyst
- Change Consultant
- Investment Operations Consultant
- Transformation Consultant
Strong experience in one or more of:
- Investment platforms.
- Wealth-management operations.
- Asset-management processes.
- Investment products and servicing.
- Business-process design.
- Requirements gathering and stakeholder management.
- Systems and data analysis.
- Target operating model design.
- Platform migration and implementation.
- Regulatory and compliance change.
- Digital transformation initiatives.
- User acceptance testing and business readiness.
Experience supporting complex change initiatives within wealth management, private banking, pensions, asset management or investment-platform organisations.
- Strong communication, facilitation and stakeholder-management capabilities.
- Experience working across multidisciplinary business, technology and vendor teams.
- Independent consulting, contracting or project-based experience is advantageous.
Preferred background:
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We are particularly interested in professionals who have worked on:
- FNZ platform implementation, migration or optimisation programmes.
- BlackRock Aladdin implementation and transformation projects.
- Charles River transformation and integration programmes.
- Avaloq, SimCorp or Temenos platform environments.
- Wealth-management and private-banking transformation programmes.
- Asset-management operating-model redesign initiatives.
- Client onboarding and customer-journey transformation.
- Data migration and reconciliation projects.
- Regulatory and Consumer Duty change programmes.
- Digital-wealth and self-service platform initiatives.
- AI, automation and workflow-transformation programmes.
Why join our talent pool:
- You will be well positioned to hear about future project opportunities with leading Wealth Managers, Asset Managers, Investment Platforms, Private Banks, FinTechs and Specialist Consulting Firms across the UK.
- We anticipate continued demand for Business Analysts who combine strong investment-domain knowledge with practical change-delivery experience, particularly across platform transformation, digital wealth, automation, AI adoption and regulatory change.
- Whether you are an independent consultant, contractor, Business Analyst or transformation specialist, we would love to connect.
👉 If your experience aligns with the above, register your interest to be considered for future UK Wealth & Asset Management Business Analyst projects.
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