Business Analyst ______

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.
  • Responsible for the delivery of their own work, in addition to supporting that of others.
  • 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.
  • 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 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.


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; 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.