Business Analyst - Custody and Execution Services - 12 month FTC

LGT Group; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in London is seeking a Business Analyst to enhance Custody Services. The candidate will provide analytical support, manage projects, and contribute to operational improvements. Requires strong Excel skills, experience with BI tools, and a solid background in wealth management. This role presents an exciting opportunity to drive business change in a dynamic environment.

Qualifications

• Experience in wealth management or financial services in an operational support role.
• Ability to analyse and present large data sets effectively.
• Experience in project management covering business change and IT.

Responsibilities

• Provide analytical support to Custody Services department.
• Support planning and delivery of projects to enhance processes.
• Produce accurate MI and KPIs.
• Contribute to policy and procedural reviews.
• Build relationships with Custody Services stakeholders.

Skills

Advanced Excel

BI visualisation tools (e.g. Power BI)

SQL

Wealth management experience

Strong analytical skills

Excellent attention to detail

Excellent verbal and written communication

Job description

Overview

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients.

Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.

The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients\' needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.

The Role

Job Description

The Custody and Execution Services Team comprises of 45 staff and provides a wide range of essential support services for the Firm\'s Investment/Wealth Asset Managers, their teams, and their Clients. It is made up of several functions - Dealing, Settlements, Transfers and ISA Administration, Treasury, Corporate Actions and Tax and Operations Control.

Brief Role Objective

The Business Analyst will work with the Custody Services Support Manager and the Custody and Execution Services business teams to drive technological, regulatory and business improvements across the department.

The focus will be on implementing change within the function to meet the needs of a rapidly growing business. They will be expected to support a variety of projects to ensure a smooth and efficient service is delivered to our clients and business units.

Key Responsibilities

• Provide analytical support across the Custody Services department to keep pace with the changing environment
• Support the planning and delivery of projects such as implementing new functionality or systems, or enhancing existing processes. Be a key driver of change
• Produce meaningful and accurate MI and KPIs that are well-presented
• Contribute to Custody Services policy and procedural reviews, with a view to achieving improved operational efficiency, regulatory or audit compliance
• Build strong working relationships with all key Custody Services stakeholders (the Front Office, IT, Compliance, Risk etc.)

Requirements

Technical Requirements:

• Advanced Excel (specific experience with Data Analysis)
• Experience with BI visualisation tools (e.g. Power BI)
• SQL is desirable, or a willingness to learn
• Knowledge of FNZ\'s Figaro system is desirable

Other skills, competencies and attributes:

• Wealth management and/or Financial Services experience, gained within an Operations support environment
• Strong analytical skills with the ability to collect, organise, validate and draw conclusions from large numerical data sets
• Excellent attention to detail and is thoughtful with presentation
• Investigative approach to problem solving
• Excellent verbal and written communication
• Can exhibit skill in prioritisation, planning, monitoring and self-management
• Strong sense of ownership and ability to follow tasks through to completion
• Experience in managing projects covering business change and IT

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

LGT Wealth Management UK LLP
Human Resources
Alex Johnson