Job Description

The purpose of this role is to conduct analysis, testing and coordinate allocated projects within the project portfolio.


Working as part of a focused cross functional Agile delivery team, there may be a requirement to take on duties to cover for Product Managers/Owners on occasion, and in some cases taking on elements of the Product Owner role more permanently.

Key Responsibilities

Acts as an ambassador for Business Analysis as a discipline across the business, promoting an understanding of the role of the BA across the organisation. Demonstrates lateral leadership, to enable the team to reach a common goal. Accountable for the delivery of their own work, in addition to facilitating that of others. Responsible for ensuring analysis is conducted according to the approved process to the required levels of quality and in line with industry best practice. Fostering a common sense of identity and corporate culture within Business Analysis. Identifies and proactively develops knowledge and skills based on the strategic roadmap and assigned work. Delivery of KPI reports and other associated information to management when requested, providing positive input into the creation of new KPIs and monitoring thereof. Runs projects in accordance with the agreed project and product development processes, supporting others to do the same. Able to follow and suggest improvements to both a disciplined product development process and agile development methodology. Acts to encourage adoption across the broader business. Able to consistently draw on a history of customer and client-led initiatives, based on customer needs, insights and market testing, and provide constructive input into the running of assigned work. Acts as an escalation point for project issues. Documents business requirements and produces other business-technical documentation to a high level of quality. Play a lead role in the creation of Epics, User Stories and Acceptance criteria for assigned initiatives, taking a collaborative, inclusive approach. Able to critically assess information supplied by stakeholders, challenging and providing constructive input where appropriate. Aid the creation of Business Cases, ensuring the accuracy of source material and challenging the input of others where appropriate. Troubleshoots, and supports the troubleshooting of others, effectively. Commercial, results-oriented mindset, with a keen eye for revenues and costs. Looks for ways to optimise initiatives for maximum return.

Technical Knowledge

The technical knowledge required for the Business Analysis function as a whole includes but is not limited to:


Business Process Modelling Notation (BPMN) UML Data modelling SQL server Industry messaging protocols, including: FiX, ISO15022, ISO20022, XML, JSON, CSV Microsoft office suite Enterprise Architect Salesforce Software development lifecycle in an Agile environment Behaviour Driven Development and use of gherkin syntax

Business Knowledge

The business knowledge required for the Business Analysis function as a whole includes but is not limited to:


Roles and actors involved within funds distribution Functions within a fund management company and the broader funds ecosystem Processes involved within the lifecycle of a fund Types of financial product Role of the regulator Market practice Project management processes and techniques Business analysis practices and techniques Problem management processes and techniques BCS Business Analysis Diploma preferred CISI Investment Operations Certificate preferred

There is also a requirement to display domain expertise in the areas assigned, understanding the current and future market needs against the corporate direction.


The relevant level of knowledge is as follows:


High level knowledge of all areas within their remit and detailed knowledge of one or more areas. The specific area of knowledge required within each position will hinge on the project work assigned.

Person Specification

Communication - Able to provide updates on their area's work and vary the communication approach based on the audience and subject matter; Communicates effectively on team activities and plans both within and outside of the team; Provides clear and fair feedback to colleagues and encourages a feedback culture within the organisation.


Conduct - Tactful in their dealings with others; Evidences the company values and encourages those around them to do the same.


Teamwork - Able to support and unblock those within their team; Trusted adviser to own manager and thought-leader within their team; Perceptive to the conditions that cause conflict and able to take steps to reduce the likelihood of it occurring.


Leadership- Seeks to make their team function better through feedback, empowerment and appropriate delegation.


Management - Switches between directing and coaching management styles as appropriate; Understands the rationale behind approved processes and procedures and able to advise on the best ways of working.


Knowledge - High level understanding of all areas within their remit and detailed knowledge of one or more areas.


Delivery and Impact - Able to manage complex, high impact risks and issues; Leads initiatives with high levels of complexity or uncertainty from inception through to completion; Thorough, credible and showing attention to detail across all areas of work.


Problem Solving - Solves both technical and business problems, in order to deliver measurable business benefit; Able to solve problems impacting multiple parties by gaining agreement and documenting accordingly.


Organisation - Articulates the needs of the area which they are in charge of.


Ownership - Accountable for the deliverables which they own; Able to act with limited guidance and support.


Planning - Goal oriented planner, with the ability to manage risk and devise contingency plans; Able to build consensus and get buy in for initiatives they are in charge of.


Influence - Sought out for guidance and support both within their team and by peers outside of their team; Coaches others.

Our commitment to Diversity and Inclusion

The company is committed to building a diverse, equitable, and inclusive workplace where all employees can thrive, contribute their best and achieve their full potential. We ensure that all recruitment, promotion, and reward decisions are capability-based without regard to protected characteristics. We want you to perform at your best in the recruitment process; if you require any reasonable adjustments for any part of the recruitment process, please let us know.