Business Analyst
Listed on 2026-03-01
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Business
Business Development, Business Analyst
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefit ting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:
- we do the right thing
- we are connected
- we make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Role OverviewThe main objective of the role will be to provide project support to the relevant Program Manager across a suite of Business and Technology driven projects.
The required support will include end-to-end business analysis and project management support, with the likelihood of independently managing small projects.
- The role holder will be responsible for the discovery phase of projects, carrying out relevant impact assessments and undertaking gap analysis to help shape and scope projects
- Gathering detailed business and technical requirements from assigned senior stakeholders for various initiatives ensuring these are of sufficient granular detail and comply with Brooks Macdonald’s change framework
- Discovery and requirements will be gathered either via running workshops or other methods ahead of walk through with appropriate stakeholders for review and approval as part of project planning
- Ensure full traceability of end-to-end requirements through to solution, working collaboratively with their assigned PM and Testing Manager as required
- The Analyst may, depending on the allocation of roles, be accountable for tracking the delivery of project benefits
- The role holder will be highly driven, self-motivated with a relentlessness for process excellence, an exceptional communicator and will have a desire to exceed expectations consistently and as standard
The main duties of the role:
- Translating operational needs into functional and technical requirements
- Document, analyse, challenge project requirements ensuring they are at the right level of detail and fully complete
- Work with assigned Business Sponsor to walk through requirements ahead of sign off
- Ensures a firm handshake with Technology & business teams as required, working closely with them to enable the right solution to be delivered and successfully tested
- Facilitate workshops, define acceptance criteria, and manage the delivery backlog in Agile projects. Running demonstrations to gather feedback and drive user adoption involving multiple stakeholders
- Ensure full end-to-end traceability of Requirements including testing
- Assisting with the development of financial business case for projects
- Ensure that requirements benefits are achieved (where appropriate)
- Manages the project change control process in the unlikely event that requirements change or need amending
- Provide project support in relation to relevant project governance and artefacts
- Collaborate with other Business & Project Analysts across multiple projects
- Promotes company values and contributes to a positive culture
- Acts as a role model by demonstrating a positive attitude and promoting continuous improvement
- Displays and instils a positive, highly collaborative and business-centric culture
- Communicate with key change team stakeholders including Project Managers, Test Managers, business SME’s etc
- Communicate with key business stakeholders and, where appropriate, third-party stakeholders
- Extensive (7+ years) Business analyst experience within financial services across a variety of project deliverables including product / App development and enhancement, digital and other technology projects (essential)
- Preferably degree educated in a relevant field
- Strong Communicator and has experience of running requirements gathering workshops (essential)
- Knowledge of both Waterfall and Agile change methodologies…
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