Senior Business Analyst

We are looking for an experienced Senior Business Analyst to join our Wealth team s is an exciting opportunity for someone with a strong background in financial services and/or technology who enjoys working at the intersection of business, investment and technology.

The successful candidate will have at least 5-10 years' experience working within financial services, Fin Tech, technology or a related environment, with a strong track record of analysing complex business processes and translating business needs into effective technology solutions.

An understanding of Model Portfolio Services (MPS), investment management or portfolio management would be highly advantageous. We are looking for someone with the right analytical mindset, financial services experience and ability to learn quickly. The successful candidate will have the opportunity to develop their knowledge of MPS and the investment management lifecycle on the job.

This is an exciting time to join as we continue to invest in and develop our technology offering following the acquisition of AI-driven investment manager Collidr.

This is a fixed term contract for 12 months, ideally based in our London office with a hybrid workstyle.

• Lead business analysis activities across complex financial services and technology projects.

• Work with stakeholders to understand business objectives, processes, pain points and opportunities for improvement.

• Translate business needs into clear, structured and actionable requirements.

• Produce high-quality business requirements documents, user stories, process maps, functional specifications and acceptance criteria.

• Facilitate workshops and stakeholder discussions to establish and prioritise requirements.

• Identify dependencies, risks, assumptions and potential impacts across business and technology functions.

• Challenge existing processes and identify opportunities for automation, simplification and operational efficiency.

• 5+ years' experience as a Business Analyst within financial services, Fin Tech, investment management, wealth management or a related technology environment.

• Experience working with technology and software development teams.

• Excellent stakeholder management and communication skills.

• Ability to understand complex business processes and translate them into practical technology solutions.

• Understanding of investment concepts including:
  Asset allocation;
  Funds and securities;
  Portfolio construction;
  Rebalancing;
  Portfolio performance;
  Trading and transactions;
  Investment data

• Proven experience gathering, analysing and documenting complex business requirements.

• Understanding of the full software development lifecycle.

• Experience working in an Agile environment.

• Strong analytical and problem-solving skills.

• Comfortable working independently and managing multiple priorities.

• Experience working for a Fin Tech, wealth management, investment manager, asset manager or financial technology provider.

• Experience with MPS platforms, portfolio management systems or order/trading systems.

• Understanding of adviser, wealth manager or discretionary investment management workflows.

• Experience working with financial/investment data.

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our…