Principal Business Analyst - Salesforce

About Schroders

We’re a global investment manager, helping institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. With around 5,000 people on six continents and over 200 years of history, we continuously adapt to societal and technological changes while maintaining our commitment to helping our clients and society prosper.

There’s a huge amount of change happening hnology is shaping our business more and more, creating numerous opportunities. As a significant financial player, we can put substantial backing behind good ideas. While we have enormous responsibilities to our clients and shareholders, our tech teams are friendlier and more informal than you might expect.

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre, and we have everything we need to work flexibly.

The Asset Management Platforms department at Schroders is a global technology change delivery function that oversees and executes all technology delivery within the organization. The Client Engagement team sits within Client Technology and is responsible for all platforms associated with the provision of client relationship management with a strong emphasis on Salesforce. The core team is responsible for understanding business needs, solving complex problems, mobilizing and delivering large change programs, and maintaining the integrity of the Salesforce platform and associated capabilities.

Partner with the Product Lead and senior business stakeholders across Client Engagement, collaborating with multiple domains spanning both our Public and Private businesses.

Lead analysis across complex change and early‑stage (pre‑project) initiatives—translating ambiguous problems into clear, actionable outcomes.

Shape and validate end‑to‑end business requirements, ensuring they are understood, prioritised, and delivered through to successful adoption and measurable value.

Drive proof‑of‑value and proof‑of‑concept work to rapidly test ideas, de‑risk delivery, and build compelling cases for investment.

Support data integration initiatives, helping connect Salesforce with upstream and downstream platforms to enable joined‑up client journeys and high‑quality insight.

Harness emerging AI capabilities to enhance productivity, decision‑making, and client engagement—identifying practical use cases and guiding them from concept to implementation.

• Extensive experience in technology change delivery within a large global finance services organisation.
• Exceptional stakeholder management and communication skills, with the ability to influence at all levels.
• Strong analytical skills such as business process modelling, requirements gathering, technical diagramming, and workshop facilitation.

A background in Salesforce with Salesforce Certified Platform Administrator certification as a minimum.

Other associated certifications such as Certified Business Analyst, Certified Sales Cloud Consultant as optional.

• Ability to take a holistic view to determine the target state proposal. The outcome will often include changes to the Business Operating Model and Data architecture alongside the Technology Platform.
• Proficient in using technical diagramming and white‑boarding tools.
• Good eye for detail, hands‑on experience of producing technical specifications and gap analysis outputs. Strong written and verbal presentation skills.
• Broad experience of business analysis across a number of different capabilities, systems and teams; number of different experiences is valued higher than length of experience.
• Strong knowledge and experience of end to end SDLC process (Agile, Waterfall, hybrid etc).
• Experience of working with global colleagues and stakeholders and sensitivity to cultural differences, time zones, etc.

The ideal candidate for the Principal Business Analyst role will be a dynamic and collaborative leader, able to influence and foster a business‑value outcomes‑driven mindset. They will be…