Business Analyst (Wealth & Asset Management) – London (Hybrid)
I’m currently partnering with a leading global business & technology consultancy to hire an experienced Business Analyst with a strong background in wealth and asset management and platform / system implementation.
This is an exciting opportunity to work on large-scale transformation programmes within the investment management space, supporting the delivery of critical technology and operating model change.
The Role
As a Business Analyst, you’ll play a key role in delivering complex platform and system implementations for leading wealth and asset management clients. You’ll work closely with stakeholders across front, middle, and back office functions to define requirements and ensure successful delivery of technology-driven change.
Key Responsibilities
- Partner with business stakeholders to capture and define detailed requirements across wealth and asset management domains
- Support end-to-end platform / system implementations, including vendor solutions and in-house builds
- Conduct current vs. target state analysis, identifying gaps and opportunities for improvement
- Translate business requirements into functional specifications for technology teams
- Facilitate workshops, stakeholder interviews, and requirements validation sessions
- Work closely with delivery teams across the full lifecycle, including UAT, migration, and go-live support
- Ensure alignment between business needs and technology solutions across complex programmes
What We’re Looking For
- Proven experience as a Business Analyst within wealth and asset management (essential)
- Strong track record delivering platform or system implementation projects (e.g. portfolio management systems, OMS, PMS, IBOR/ABOR platforms, or digital wealth platforms)
- Strong experience with platforms such as Aladdin and Charles River
- Deep understanding of investment management processes (e.g. trade lifecycle, portfolio management, client reporting, onboarding)
- Strong skills in requirements gathering, process mapping, and stakeholder management
- Experience working in Agile, Scrum, or hybrid delivery environments
- Ability to communicate effectively with both business and technical stakeholders
Why Join?
- Work on high-impact transformation programmes with leading investment and wealth management firms
- Gain exposure to cutting-edge platforms and technologies
- Collaborative consulting environment with strong career growth opportunities
- Opportunity to specialise within wealth and asset management transformation
The client are looking to hire immediately, so if you feel that this role suits you, please apply directly or email me at carolina@tarkatalent.co.uk!