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Multi Asset Business Analyst/Project Manager - Operations

Information About This Job

Job Title: Multi Asset Business Analyst/Project Manager - Operations
Contract Type: Permanent
Location: London
Salary: Competitive salary
Contact Name: Ben Kinley
Contact Email:
Job Published: over 1 year ago

Job Description


Multi Asset Business Analyst/Project Manager sought to join a leading wealth management business, based in London.


About The Role

The purpose of this role is to support the Multi Asset Head of Operations to build out a robust operating platform which delivers an efficient, effective and compliant operations service model.

We are looking for an experienced and broadly-skilled Business Analyst/Project Manager who will enjoy working in a fast-paced environment and is motivated by the opportunity to contribute to building an asset management organisation.  

Deep subject-matter expertise in asset management is essential for this role.


Key Responsibilities

Project context

  • The Operations function includes Investment Operations, Fund Accounting, Transfer Agency, Dealing Operations, Investment Risk, Performance Measurement and Client Reporting.

  • The Business Analyst/Project Manager will be working in partnership with business functions to design and document business processes/procedures as well as requirements analysis, specification and testing where required for system changes.

  • Effective engagement will be required with a wide range of stakeholders including outsourced service providers


Business process models and procedure documentation

  • Adapt existing documentation of business policies, business process models and operational procedures to deliver the interim and/or target operating model and develop new documentation to cover any gaps

  • Ensure that procedures meet regulatory compliance requirements with appropriate controls in place

  • Play a key role in assessing operational readiness and supporting business implementation


Requirements analysis, specification & testing

  • Elicit requirements using appropriate methods including interviews, document analysis, requirements workshops, business process and workflow analysis.

  • Collaborate with users and third-parties to understand functional and data needs.

  • Author both business and functional requirements documents and technical specifications in line with company standards

  • Together with IT and third-party providers, support a robust testing programme for system changes and new system implementations


Project management

  • Where required, provide project management support to lead and drive  initiatives

  • This includes planning, status reporting and escalating issues through the programme governance structure


Key Behavioural Skills

The Business Analyst/Project Manager will be expected to embody the core company values:



  • Act with integrity, due skill, care and diligence

  • Ensure customer outcomes are the focus of our business  and we are respected by regulators


Stronger together

  • Collaborate with peers  across the Organisation

  • Share openly and be transparent

  • Adopt a responsible approach



  • Maintain our entrepreneurial culture

  • Strive for continuous improvement

  • Lead by example


Other key skills required are

  • Strong inter-personal skills. Able to relate to people at all levels.

  • Excellent oral and written communication skills, including active listening.

  • Analytical, creative and interpretative/judgmental thinking.

  • Good personal time management skills.

  • Able to work under minimal supervision, but knows when to escalate.

  • Strong team player with a track record of working effectively in a collaborative environment.

  • Able to lead initiatives and drive them forward.

  • Proven project delivery capability


Skills & Experience

  • Formal qualification in business or operational analysis is desirable


  • Essential : Comprehensive knowledge of Asset Management and the day-to-day activities and departmental interactions involved. Deep understanding of middle and back-office operations across a wide range of investment products and instrument types.


  • Essential : Proven track record in business analysis to support operating model change


  • Desirable : Experience with four-layer process modelling techniques and the use of structured modelling methodologies


  • Desirable : Experience of working  with outsourced service models


  • Desirable : Understanding of the regulatory landscape around asset management

  • Project management experience with an understanding of Project Management disciplines. Broad experience of business change delivery in financial services



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