Business Analyst

Pontoon; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Pontoon is seeking an experienced Business Analyst to support a major customer, account, and asset migration onto a new platform in Edinburgh. This hybrid role requires translating complex data and processes into migration rules while ensuring compliance and a strong customer experience.

Responsibilities include defining migration requirements, analyzing data, designing improved customer journeys, and coordinating with cross-functional teams to deliver the project on time.

Qualifications

• Experience in Customer Journey Management within financial services or large-scale programmes.
• Strong analytical skills with data interpretation for customer and operational impact.
• Experience translating technical info into clear business requirements and outcomes.

Responsibilities

• Define and document customer migration requirements, data rules and business processes.
• Analyse customer and operational data to support migration planning and delivery.
• Design and improve customer journeys for a seamless migration experience.
• Collaborate with technical, operational, and business teams to translate requirements into solutions.
• Support testing, validation and migration activities for successful delivery.
• Manage stakeholder relationships and provide regular updates across project teams.
• Ensure governance, risk and regulatory considerations in the migration lifecycle.

Skills

Customer Journey Management

Data analysis

Stakeholder management

Regulatory compliance

Agile

Tools

Jira

Confluence

Excel

SQL

Job description

Job Title: Business Analyst

Contract Length: 6 months (Potential to extend)

Location: Edinburgh

Working pattern: Hybrid (Office twice a week)

About the Opportunity

Our client, a leading organisation within the financial services sector, is seeking an experienced Business Analyst to support a large-scale customer, account, and asset migration onto a new platform. This role will play a key part in ensuring complex customer, operational, and data requirements are translated into clear migration rules and delivery outcomes, while maintaining a strong focus on customer experience and regulatory compliance.

Key Responsibilities

• Define and document customer migration requirements, data rules, and business processes.
• Analyse customer and operational data to support migration planning and delivery.
• Design and improve customer journeys to ensure a seamless transition experience.
• Collaborate with technical, operational, and business teams to translate requirements into practical solutions.
• Support testing, validation, and migration activities to ensure successful delivery.
• Manage stakeholder relationships and provide regular updates across project teams.
• Ensure governance, risk, and regulatory considerations are incorporated throughout the migration lifecycle.

What We're Looking For

• Proven experience in Customer Journey Management, Business Analysis, or Process Design within financial services or large-scale transformation programmes.
• Strong analytical skills with the ability to interpret data and understand its impact on customer and operational processes.
• Experience translating technical information into clear business requirements and outcomes.
• Excellent stakeholder management and communication skills.
• Agile delivery experience, including the use of Jira, Confluence, and Excel. SQL knowledge would be advantageous.
• Previous experience within wealth management, investments, pensions, or platform migrations is desirable.

Why This Role?

This is a fantastic opportunity to be at the heart of a significant customer and asset migration, addressing complex data challenges alongside a talented team. The role promises to deliver a rewarding experience, ensuring a safe migration and an outstanding experience for customers, advisers, and colleagues alike.