BA Associate ______

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

  • Delivery of analysis, testing and project coordination of allocated project work, across all Calastone products and services.
  • Responsible for task managing and guiding less experienced team members working on joint initiatives where required.
  • Runs projects in accordance with the agreed processes.
  • Able to follow and suggest improvements to both a disciplined product development process and agile development methodology.
  • Able to draw on the experience of previous client-led initiatives in order to shape approach to assigned work.
  • Proactively manages changes in project scope, identifies potential crises and devises contingency plans.
  • 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.
  • Aids the creation of Business Cases where required, ensuring the accuracy of source material.
  • Troubleshoots, and supports the troubleshooting of others, effectively.
  • Commercial, results-oriented mindset, with a keen eye for revenues and costs.

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:

  • Subject matter expert in one or more areas relating to their role.
  • The specific area of knowledge required within each position will depend on the project work assigned.

Person Specification

Communication – Provides clear and concise progress updates on what they are responsible for to their manager and other business stakeholders. Provides reporting to manager and other business stakeholders on individual and team activities against agreed milestones. Provides clear and fair feedback to colleagues and encourages a feedback culture within the organisation.

Conduct – Demonstrates the corporate values of connected, supportive, creative and driven.

Teamwork – Able to support both peers and more junior team members from within the same area.

Voices opinions on matters regarding their team and constructively takes part in debate. 

Leadership- Ensures the team are delivering to schedule and that any risks and issues are raised promptly.

Management – Ability to task manage and guide more junior team members. Follows and suggests improvements to the agreed processes.

Knowledge – Subject matter expert in one or more areas relating to their role.

Delivery and Impact – Able to prioritise risks and issues, and able to manage those with a low impact independently. Leads well defined initiatives from inception to completion. Thorough, credible and showing attention to detail across all areas of work.

Problem Solving – Solves technical problems by defining changes in the way the system needs to be set up or behaves. Uses judgement to determine best approach to agree and document more complex solutions appropriately.

Organisation – Provides feedback on workload for the deliverables which they own.

Ownership – Accountable for deliverables which they own, including where output is produced by others. Acts with some guidance on more complex or sensitive aspects of their work.

Planning – Able to break deliverables down into steps and devise goal-oriented implementation plans. Able to get things done by engaging stakeholders appropriately.

Influence – Sought out for guidance and support by less experienced team members. Teaches others.