Business Analyst - Investment Operations

Robert Walters UK; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm is seeking an experienced Business Analyst to support a transformative programme aimed at modernising transfer agency and investment operations. The candidate will lead end-to-end analysis, engage with senior stakeholders, and utilize JIRA for task management. Essential skills include proven experience in fund accounting, strong analytical capabilities, and excellent communication skills. A degree in Finance/IT is preferred. This opportunity allows you to shape future systems and work within a collaborative team.

Qualifications

• Proven experience as a Business Analyst within fund accounting.
• Background in asset management or investment management is essential.
• Strong requirements gathering and analysis skills.

Responsibilities

• Lead end-to-end analysis across transfer agency and fund accounting processes.
• Collaborate with cross-functional teams to support platform migration.
• Drive UAT activity, including test case creation and defect management.

Skills

Requirements gathering

Analysis

Workflow documentation

Communication

Education

Degree in Finance/IT

Tools

JIRA

Job description

A leading investment management firm is seeking a Business Analyst to support a major multi-year transformation programme focused on modernising transfer agency and investment operations. This is a fantastic opportunity to help shape future systems and processes for a large internal pensions entity, working within a knowledgeable and collaborative team.

What you’ll do:

• Lead end-to-end analysis across transfer agency and fund accounting processes, mapping current and future-state workflows.
• Collaborate with cross-functional teams to support platform migration and process redesign.
• Drive UAT activity, including test case creation, defect management and final sign-off.
• Engage senior stakeholders, present findings, and support informed decision-making.
• Use your financial literacy to interpret complex investment data and contribute to system enhancements.
• Manage delivery tasks effectively using JIRA and work closely with technical and testing teams.

Skillset and Requirements:

• Proven experience as a Business Analyst within fund accounting.
• Background in asset management or investment management is essential.
• Strong requirements gathering, analysis and workflow documentation skills.
• Solid understanding of asset classes, corporate actions, cashflows, pricing, performance reporting and IBOR.
• Hands‑on experience with UAT and supporting platform migrations or system upgrades.
• Excellent communication skills with the ability to simplify complex topics for stakeholders.
• Knowledge of Agile and Waterfall methodologies; JIRA proficiency essential.
• Degree in Finance/IT preferred; CFA, IMC or similar qualifications advantageous.

If this is of interest, please click and apply today.