Technical Business Analyst - Wealth Management - WFH

18th February 2021
Permanent The City
£60k - £65k & Bonus & Benefits

We are looking for a Business Analyst with good technical skills for a smart Wealth Management firm. You will be joining a newly formed Business Consultancy team who are responsible for delivering a wide range of projects ranging from small change to large scale, and covering Business Change, IT and Board Level initiatives, The projects themselves can be technical or non-technical. You will get involved with projects from business case stage and inform key decision making in conjunction with the business. This team looks after projects which cover platforms, regulatory change, digital, back office, book or records, Valuations, vendor selection etc.

What we mean by technical is that you should be able to interrogate a SQL database and be comfortable writing basic SQL queries.

Current projects in flight include Transaction Reporting, Regulatory Change, and Digital Transformation.


Experience Required

  • Business Analysis experience ideally gained within Wealth Management - 2-3 years as a Technical Business Analyst
  • Strong analytical skills including basic SQL to extract data from various databases for analysis and testing purposes
  • Strong data manipulation skills in Excel to Pivot table level
  • High quality requirements gathering and documentation skills
  • Excellent communication and collaboration skills
  • Wide variety of projects experience


Bonus Experience

  • Figaro or Avaloq or Xplan or Pulse


Person Type

  • Resilient
  • Flexible
  • Self-starting
  • Strong sense of ownership
  • Able to take initiative


This client is currently working from home however you should be willing and able to attend the office if and when appropriate