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Change & Implementation Business Analyst

Information About This Job

Job Title: Change & Implementation Business Analyst
Contract Type: Permanent
Location: London
Contact Name: Ben Kinley
Contact Email: Ben Kinley
Job Published: over 1 year ago

Job Description

We are seeking a Change & Implementation Business Analyst to join an international banking and financial services firm. This role is based in London.


About The Department

The Investment Reporting & Performance Department exists to provide Performance, Risk, Attribution and Client Reporting services to clients, and provides essential analytical support to other divisions.

The department consists of:

  • Performance Analysts with Client Services team structure

  • Business Analysts with Client Projects & Integration team

  • Product Sales Specialists

  • Business Management, including global and local financial control

The department is heavily client focused, interacting with end clients on a daily basis in service delivery, as well as a series of regular interactions on client funded project work.


About The Role

The purpose of the role is to work as a Change & Implementation Business Analyst with Investment Reporting & Performance team, working on internal and client funded change projects and new business implementations. The role is necessarily diverse, requiring practical experience of client reporting and performance functions, and ideally knowledge of the systems and tools used by the department. You will be required to analyse new project requirements, produce project plans, create functional specification documents, provide technical information to support the solution, undertake testing, plan implementation and roll out events. As you will be required to manage both change events and business critical new business implementations with client facing duties, the role is suited to an experienced profile.


Key Responsibilities

  • Take leadership and ownership of individual change and implementation projects relating to investment performance and reporting

  • Project manage implementations and change events ensuring they are delivered on time, on budget and to the client’s satisfaction

  • Demonstrate product awareness ensuring the all requested changes are defined and implemented in a manner consistent with product vision, meaning that they are efficient, optimised and commercially viable.

  • Mentor, coach and train more junior business analysts promoting the use of project principles, standards, processes

  • Understand all areas of the Investment Reporting & Performance function and systems, and where appropriate develop specialist expertise on allocated subjects

  • Produce project related documentation such as; project plans, business requirements, specifications, proposals, test plans etc 

  • Demonstrate problem-solving skills and techniques

  • Provide technical information to support accounting, performance, reporting solutions

  • Provide workflow and process analysis relating to IRP and client interactions

  • Produce estimates, cost v benefits analysis and business cases for new development proposals

  • Create and manage the testing of new solutions including; writing test plans, preparing test data, coordinating testing and user/client acceptance.

  • Provide clear, timely and accurate communication of the status of their project work.

  • Administer all project documentation in an efficient and effective manner.

  • Work effectively with IT and developers to convert business requirements into technical solutions.

  • Work with Performance analysts to make improvements to current production processes


Client Focused Duties

  • Undertake project work to integrate new clients or extend services to existing clients.

  • Design and implement innovative solutions that meet the requirements of clients.

  • Demonstrate a professional and empathetic understanding of the needs of clients.

  • Provide clear and accurate information about the project deliverables and time frames.

  • Ensure clients are informed about the project status on an appropriate reporting frequency.

  • Involve clients in relevant key decision-making points throughout development life cycle.


Business Duties

  • Deliver solutions that are aligned to IRP and client objectives

  • Manage priorities in accordance with the direction of the IRP management and objectives.

  • Develop market leading services and products aligned to the strategic objectives of IRP and BPSS.

  • Demonstrate contribution of project work to IRP/BPSS objectives


Key Stakeholders


  • RP Service Delivery Teams

  • IT and Engineering teams with IRP Paris, Chennai and Lisbon

  • BPSS UK Fund Accounting and Middle Office teams

  • BPSS Client Implementation 

  • IRP Management



  • Client side project management functions

  • Client side Client Reporting functions

  • Client side Performance functions


Skills & Experience


  • A background and proven track record working within a performance analysis and/or client reporting function delivering a regular monthly production cycle

  • Within current/previous role, a proven track record working on performance/client reporting related project work such as a new system implementation, new report development,  or business process re-engineering

  • Strong business analysis and project management skills developed through practical experience

  • Practical understanding of core performance methodologies & attribution methodologies

  • Practical understanding of ex-post risk statistics calculation (e.g. tracking errors, sharpe ratios, alpha, beta, volatility), and presentation of portfolio analytics and breakdowns for client reporting purposes (e.g. credit ratings, maturity breakdowns)

  • Practical understanding of multiple instrument types, including derivatives such as swaps, futures, and options, and a decent understanding of accounting operational processes

  • Strong Microsoft excel skills

  • Database Management using SQL 

  • Competency using Microsoft Word and PowerPoint



  • Microsoft Excel VBA

  • C++ skills

  • Knowledge of Hi-port accounting systems (not essential)


Education & Qualifications 


  • BA or BSc degree or equivalent

  • IMC or equivalent



  • MA or MSc degree or equivalent

  • Prince Project Management

  • CFA

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