- Define and own the Analysis Framework, in line with the vision set by the Head of Business Analysis, ensuring it is applied consistently and appropriately across the workstreams.
- Drive the adoption of industry best practices both in terms of tools and techniques, drawing on previous experience in these areas, and ensuring it is done it a collaborative, inclusive manner.
- 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.
- Leadership of both less experienced staff and other managers within their area.
- Accountable for the scheduling and delivery of business analysis output.
- Responsible for ensuring analysis is conducted according to the agreed 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.
- Ensuring all required skillsets are developed and maintained across the team through matrix management and forecasting.
- Delivery of regular and meaningful management information on team activities to Head of Business Analysis and other senior stakeholders.
- 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.
The technical knowledge required for the Business Analysis function as a whole includes but is not limited to:
- Business Process Modelling Notation (BPMN)
- Data modelling
- SQL server
- Industry messaging protocols, including: FiX, ISO15022, ISO20022, XML, JSON, CSV
- Microsoft office suite
- Enterprise Architect
- Software development lifecycle in an Agile environment
- Behaviour Driven Development and use of gherkin syntax
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 understanding of all areas within their remit and detailed knowledge of one or more areas.
- The specific area of knowledge required within each position will depend on the project work assigned.
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; Sensitive 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 agreed 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 responsible for.
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 responsible for.
Influence – Sought out for guidance and support both within their team and by peers outside of their team; Coaches others.