Business Analyst - Investment Operations

Our client, a UK based International Investment firm who offer excellent hybrid working and Benefits, currently seek a Business Analyst on a 12-month FTC to support the Head of Investment Operations in increasing effectiveness and efficiency by reviewing existing processes and introducing standardisation and automation

As a Business Analyst you must have extensive experience specialising in Operational improvement and change projects, this role sits within the Investment Operations team so alongside being a proven Business Analyst, understanding high volume processing environments, operational process flows and lifecycles is essential

Key Responsibilities

Create a full inventory of processes the team is responsible for

Review each process to identify areas for improvement

Understand business needs and develop and refine solution ideas with stakeholders within the team and wider organisation

Document process maps and procedures for each process

Define internal reporting arising from each process

Work with stakeholders to implement agreed solutions

Lead detailed design exercises

Identify data requirements and enhancements

Line manage the Portfolio Data Coordinator

Create business cases detailing cost, benefit, timeline and resource estimates

Essential Candidate Background/Skills

Successful candidates will have a background delivering formal business projects within private equity, investment management, investment banking or similar financial services organisation

They will have a proven ability to see the bigger picture, able to demonstrate use of in-depth insight and foresight to challenge and promote collective thinking to support positive outcomes

They will be comfortable working in ambiguous environments, with the ability to problem solve across multiple teams.

Essential Experience Required

Experience designing and producing compelling solutions

Strong analytic skills, ability to analyse problems, identify cause and develop potential solution options

Ability to approach problems from a range of different angles, making connections between disparate processes and pieces of information

Understanding of approaches to defining target operating models and business re-engineering techniques

Experience documenting detailed process maps and procedures

Attention to detail ensuring a high degree of accuracy for all deliverables

Proficient with Microsoft Office tools, particularly Excel and PowerPoint

Ability to build rapport with key internal stakeholders

Desirable skills:

Understanding of private equity funds and the administration processes that are required to support them

Understanding of data, data flows and data quality processes within asset management or a similar operating environment

Experience using Portfolio Management Systems, ideally eFront

Awareness of various data visualisation tools and techniques, ideally Power BI