Portfolio Management Analyst overseeing asset management processes for CCM portfolio. Duties include loan oversight, acquisition analysis, and collaborative reporting within a hybrid work environment.
About the role
- Business Analyst shaping data driven solutions for financial advisers in the UK. Collaborating with teams on AI enabled products within a flexible and supportive environment.
Responsibilities
- Gathering, analysing, and documenting business requirements, workflows, and user needs to support product development.
- Translating complex business requirements into clear user stories, functional specifications, and acceptance criteria.
- Collaborating with product managers, engineering, design, and stakeholders to ensure solutions align with business objectives and adviser needs.
- Acting as a subject matter expert on IFA and wealth management workflows, ensuring products meet regulatory and client servicing requirements.
- Supporting backlog refinement, prioritisation, and delivery of high impact features within an Agile environment.
- Using data and defined KPIs to assess product performance, identify risks, and support continuous improvement.
Requirements
- You have proven experience working as a Business Analyst within fintech, wealth management technology, or financial services.
- You have hands on experience working with AI enabled products and evaluating data driven outputs.
- You are experienced in translating complex business needs into clear, structured documentation within Agile teams.
- You use analytical thinking and data insights to support prioritisation, decision making, and business impact analysis.
- If you have knowledge of the UK IFA or wealth management industry, including adviser workflows and regulatory considerations that would be a bonus.
Benefits
- 25 days of annual leave with the option to buy an extra 5 days each year.
- Benefit from enhanced paternity, maternity, and shared parental leave.
- Secure your future with our pension scheme.
- Advance your career with sponsored learning and development, including formal qualifications.
- Private medical insurance as employee wellbeing matters
- Stay fit with discounted gym memberships.
- Take advantage of the Bike to Work scheme for eco-friendly commuting.
- Keep your eyes sharp with eye care and flu jab services.
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