Act as a critical bridge between Investment, Operations, Risk, and the data and engineering teams
Responsible for translating complex front-to-back asset management processes into clear, actionable requirements
Lead the elicitation, documentation, and validation of business and technical requirements across asset management processes including portfolio management, dealing, valuation, performance, and reporting
Facilitate workshops and interviews with investment managers, operations team, research team, and compliance stakeholders
Produce high‑quality artefacts including process maps, user stories, use cases, data models, and functional specifications
Support engineering teams throughout delivery by clarifying requirements, data dependencies, and non‑functional needs

5+ years’ experience as a Technical Business Analyst, ideally within asset management, capital markets, or financial services
Strong understanding of asset management concepts including portfolios, instruments, valuations, performance, and investment operations
Experience working with portfolio management systems, OMS/EMS, market data providers, and reporting tools
Practical experience using AI or data‑driven tooling to improve analysis and solution outcomes
Solid technical literacy including APIs, data integration patterns, data pipelines, and security concepts
Bachelor’s degree in Business, Finance, Computer Science, Engineering, or related field preferred
BCS, IIBA (CBAP), or equivalent BA certification is a plus

Competitive salary
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave + public holidays
Buy and sell holidays up to 5 days
Office Christmas close (3-days)
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
Hybrid working
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
And lots of flexible benefits to choose from!

Technical Business Analyst – Asset Management

Key skills