Senior Investment Management Business Analyst
Listed on 2026-09-25
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Business
Business Systems & Technology Analysis, Financial Analyst, Risk Manager/Analyst, Business Analyst
Senior Investment Management Business Analyst
London, United Kingdom
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Final date to receive applications: 21/09/2026
Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success.
This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
Location: London - Lombard Street Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid-Senior Level
About the role:As a Senior Investment Management Business Analyst es's Place, you will provide business analysis within a complex, multi-faceted business environment. You will act as an adviser, bringing to bear your industry experience to operate effectively in a fast paced business change environment. This is an outstanding opportunity to develop our practice and evolve over time, ensuring our business analysis function remains world class!
Whatyou'll be doing:
- Developing the suitable artefacts demanded by the project, programme, or value stream
- Communicating and reporting effectively within the programme, project, or value stream and to the wider business analysis practice
- Demonstrating the accurate behaviours and acting as a role model for the BA practice
- Providing mentorship to support the growth and development of our Business Analysis Practice, including guidance, mentoring, and sharing standard methodologies
- Managing the activities of other BAs within the programme, value stream, or project, while ensuring the quality of their work
- Working effectively with the senior project team and collaborators, conducting investigations, planning, and being instrumental in the success of the project
- Managing relationships with collaborators across different levels of seniority, ensuring perspectives are recognised, analysed, and agreement is reached
You are a highly experienced Investment Management Business Analyst with a proven track record in delivering complex business and technology changes within investment management environments. You excel at understanding business needs and managing collaborator relationships, and you're passionate about mentoring and coaching less experienced BAs. Your expertise will help build our practice and drive successful implementations.
- Strong understanding of the investment operating model and key market participants such as Fund Managers,
- Custodians, Fund Administrators, Transfer Agents, Brokers, Platforms, and Market Data Providers
- Business Analysis experience within Wealth Management, Asset Management, or Investment Management
- Demonstrated success in complex business and technology transformations within investment management settings
- Experience facilitating workshops with senior collaborators including Heads of Investments, Fund Operations, Product, and Regulatory teams
- Experience delivering change across Fund Administration, Investment Data and Reporting solutions, Investment Platforms, and Portfolio Management Systems
- Solid experience supporting fund launches, closures, mergers, and restructures
- Deep understanding of collectives, unit trusts, Open Ended Investment Company,and discretionary investment products
- Knowledge of the end-to-end investment lifecycle including order generation, tradeexecution, allocation, settlement, reconciliation, valuation, and corporate actions
- Demonstrated success in complex business and technology transformations within investment management settings
Whatever stage of life you're in, our…
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